Block Inc
1,298 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, 523 increasing their positions, 441 reducing their positions, and 132 closing their positions.
53% more first-time investments, than exits
New positions opened: 202 | Existing positions closed: 132
19% more repeat investments, than reductions
Existing positions increased: 523 | Existing positions reduced: 441
4% more funds holding
Funds holding: 1,243 → 1,298 (+55)
3% more capital invested
Capital invested by funds: $64.2B → $66.1B (+$1.88B)
2.18% less ownership
Funds ownership: 76.86% → 74.67% (-2.2%)
4% less funds holding in top 10
Funds holding in top 10: 78 → 75 (-3)
25% less call options, than puts
Call options by funds: $6.8B | Put options by funds: $9.03B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$911M |
| 2 |
NAMA
Nikko Asset Management Americas
New York
|
+$328M |
| 3 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$320M |
| 4 |
Jennison Associates
New York
|
+$254M |
| 5 |
BlackRock
New York
|
+$199M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$607M |
| 2 |
Coatue Management
New York
|
-$527M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$429M |
| 4 |
Goldman Sachs
New York
|
-$429M |
| 5 |
JP Morgan Chase
New York
|
-$305M |
XYZ Hedge Fund Activity: Q1 2021 in Review
1,298 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q1 2021, worth a combined $66.1B — up 2.9% from $64.2B a quarter earlier.
Buyers outnumbered sellers: 202 funds opened new XYZ positions and 132 closed out — a net gain of 70 holders — while 523 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.
- 1,298 institutional investors held Block Inc (XYZ) as of Q1 2021, up from 1,243 in Q4 2020.
- Funds reported $66.1B of Block Inc stock for Q1 2021, up 2.9% 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.