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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
WFA
1401
Wells Financial Advisors
Massachusetts
-$65K -300 Closed
MCM
1402
Manchester Capital Management
Vermont
-$49K -223 Closed
FIA
1403
FNY Investment Advisers
New York
-$47K -219 Closed
GA
1404
GoalVest Advisory
New York
-$45K -206 Closed
IR
1405
Invictus RG
Bermuda
-$44K -202 Closed
PWPS
1406
Pinnacle Wealth Planning Services
Ohio
-$38K -176 Closed
CB
1407
Community Bank
New York
-$36K -165 Closed
AWG
1408
Altus Wealth Group
Colorado
-$32K -148 Closed
CCA
1409
Childress Capital Advisors
Texas
-$32K -145 Closed
SFG
1410
Sowa Financial Group
Rhode Island
-$29K -135 Closed
BSSFA
1411
Baron Silver Stevens Financial Advisors
Florida
-$21K -100 Closed
BWM
1412
Birchcreek Wealth Management
Ohio
-$20K -94 Closed
APWA
1413
Atlas Private Wealth Advisors
New Jersey
-$16K -74 Closed
TIAM2
1414
Tru Independence Asset Management 2
Oregon
-$16K -73 Closed
SJIM
1415
St. Johns Investment Management
Florida
-$13K -62 Closed
POIA
1416
Pin Oak Investment Advisors
Texas
-$12K -56 Closed
TI
1417
tru Independence
Oregon
-$12 -56 Closed
AssetMark Inc
1418
AssetMark Inc
California
-$12K -54 Closed
IA
1419
Inspire Advisors
Idaho
-$11K -51 Closed
HGWM
1420
Harvest Group Wealth Management
Massachusetts
-$8K -39 Closed
BHWM
1421
Bay Harbor Wealth Management
Maryland
-$6K -27 Closed
HS
1422
Horan Securities
United States
-$4.68K -20 -95%
IA
1423
IFS Advisors
Kansas
-$4K -20 Closed
VRM
1424
Vectors Research Management
New York
-$3K -14 Closed
NSB
1425
Norway Savings Bank
Maine
-$2K -11 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.