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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
Morgan Stanley
1
Morgan Stanley
New York
$6.46B +$51.8M +221,370 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.58B +$101M +432,516 +2%
BlackRock
3
BlackRock
New York
$4.95B +$199M +850,436 +4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.56B +$92.9M +397,244 +3%
AIM
5
ARK Investment Management
Florida
$2.49B +$911M +3,895,906 +55%
Jennison Associates
6
Jennison Associates
New York
$2.2B +$254M +1,085,690 +13%
Sands Capital Management
7
Sands Capital Management
Virginia
$1.8B -$82.4M -352,083 -4%
State Street
8
State Street
Massachusetts
$1.68B -$6.37M -27,251 -0.4%
Sumitomo Mitsui Trust Group
9
Sumitomo Mitsui Trust Group
Japan
$1.57B +$320M +1,368,995 +25%
NAMA
10
Nikko Asset Management Americas
New York
$1.29B +$328M +1,402,341 +33%
BCM
11
Bares Capital Management
Texas
$1.12B -$84.5M -361,299 -7%
Capital World Investors
12
Capital World Investors
California
$1.06B -$197M -841,390 -15%
Goldman Sachs
13
Goldman Sachs
New York
$1.04B -$429M -1,833,574 -29%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$991M -$429M -1,836,077 -30%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$931M -$27.1M -115,843 -3%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$901M -$205M -874,454 -18%
Coatue Management
17
Coatue Management
New York
$881M -$527M -2,255,010 -37%
JP Morgan Chase
18
JP Morgan Chase
New York
$834M -$305M -1,301,925 -26%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$820M +$65.6M +280,345 +8%
Allianz Asset Management
20
Allianz Asset Management
Germany
$787M +$55.7M +238,299 +7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$746M -$82.6M -353,012 -10%
LPC
22
Lone Pine Capital
Connecticut
$714M -$247M -1,054,279 -25%
SVCF
23
Silicon Valley Community Foundation
California
$711M
Bank of America
24
Bank of America
North Carolina
$638M +$34.5M +147,526 +6%
American Century Companies
25
American Century Companies
Missouri
$634M -$32.3M -138,194 -5%

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.