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XYZ

Block Inc

1,296 hedge funds and large institutions have $66.1B invested in Block Inc in 2021 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 521 increasing their positions, 441 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 132

18% more repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 441

4% more funds holding

Funds holding: 1,2411,296 (+55)

2% more capital invested

Capital invested by funds: $64.7B → $66.1B (+$1.49B)

2.05% less ownership

Funds ownership: 76.92%74.87% (-2.1%)

4% less funds holding in top 10

Funds holding in top 10: 7875 (-3)

24% less call options, than puts

Call options by funds: $7.01B | Put options by funds: $9.22B

Holders
1,296
Holders Change
+55
Holders Change %
+4.43%
% of All Funds
22.76%
Holding in Top 10
75
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.85%
% of All Funds
1.32%
New
202
Increased
521
Reduced
441
Closed
132
Calls
$7.01B
Puts
$9.22B
Net Calls
-$2.21B
Net Calls Change
+$1.12B
Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
1376
N.E.W. Advisory Services
Wisconsin
-$346K -1,592 Closed
FFWM
1377
Future Financial Wealth Management
Ohio
-$326K -1,500 Closed
QC
1378
QCM Cayman
Texas
-$326K -1,500 Closed
Fiera Capital (Canada)
1379
Fiera Capital (Canada)
Quebec, Canada
-$316K -1,451 Closed
AR
1380
Advisory Research
Illinois
-$303K -1,393 Closed
DS
1381
DRW Securities
Illinois
-$276K -1,267 Closed
AIA
1382
Avalon Investment & Advisory
Texas
-$261K -1,200 Closed
Baillie Gifford & Co
1383
Baillie Gifford & Co
United Kingdom
-$251K -1,153 Closed
SWRP
1384
Summit Wealth & Retirement Planning
California
-$250K -1,149 Closed
TCM
1385
TimesSquare Capital Management
New York
-$246K -1,132 Closed
KFS
1386
Kaizen Financial Strategies
California
-$243K -1,115 Closed
MAM
1387
Martingale Asset Management
Massachusetts
-$240K -1,101 Closed
CSPIA
1388
Cary Street Partners Investment Advisory
Virginia
-$236K -1,083 Closed
PAM
1389
Premier Asset Management
Illinois
-$234K -1,075 Closed
LHC
1390
Little House Capital
Massachusetts
-$228K -1,048 Closed
DIM
1391
DC Investments Management
Virginia
-$221K -1,014 Closed
WAS
1392
Wealth Advisory Solutions
Indiana
-$217K -1,000 Closed
SW
1393
StrongBox Wealth
Missouri
-$214K -981 Closed
MFG
1394
MidWestOne Financial Group
Iowa
-$207K -950 Closed
WP
1395
WealthSource Partners
California
-$200K -919 Closed
JWM
1396
JGP Wealth Management
Oregon
-$208K -874 Closed
LGA
1397
Lebenthal Global Advisors
New York
-$167K -769 Closed
WIA
1398
World Investment Advisors
California
-$208K -763 Closed
SIAG
1399
Safeguard Investment Advisory Group
California
-$110K -506 Closed
JIR
1400
James Investment Research
Ohio
-$104K -477 Closed

XYZ Hedge Fund Activity: Q1 2021 in Review

1,296 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q1 2021, worth a combined $66.1B — up 2.3% from $64.7B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new XYZ positions and 132 closed out — a net gain of 70 holders — while 521 added to existing stakes and 441 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $911M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $607M sold.

  • 1,296 institutional investors held Block Inc (XYZ) as of Q1 2021, up from 1,241 in Q4 2020.
  • Funds reported $66.1B of Block Inc stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 202 funds opened new Block Inc positions in Q1 2021 and 132 closed out, a net change of +70 holders.
  • The largest Block Inc buyer in Q1 2021 was ARK Investment Management, an estimated $911M added.
  • The largest Block Inc seller in Q1 2021 was Whale Rock Capital Management, an estimated $607M sold.

Based on aggregated 13F filings for Q1 2021.