BB icon

BlackBerry
BB

Overview Fund Activity

201 hedge funds and large institutions have $1.02B invested in BlackBerry in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 60 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-13
Holders Change %
-6.07%
% of All Funds
2.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
28
Increased
57
Reduced
60
Closed
39
Calls
$19.5M
Puts
$21.6M
Net Calls
-$2.03M
Net Calls Change
-$18.7M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$120M
2
CC
Covalis Capital
United Kingdom
$26.2M
3
Legal & General Group
Legal & General Group
United Kingdom
$83.5M
4
HRCM
Hawk Ridge Capital Management
California
$22.4M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$32.7M

Top Sellers

1
F
FIFTHDELTA
United Kingdom
$109M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.59M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.82M
4
UBS Group
UBS Group
Switzerland
$3.52M
5
HIM
Hillsdale Investment Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
176
Kelly Financial Services
Massachusetts
$421 – – –
CI
177
Cordant Inc
Oregon
$354 +$354 +100 New
GRP
178
Global Retirement Partners
California
$333 – – –
RhumbLine Advisers
179
RhumbLine Advisers
Massachusetts
$318 – – –
CB
180
Community Bank
New York
$292 – – –
FCMT
181
Founders Capital Management (Texas)
Texas
$177 – – –
RIL
182
Rothschild Investment LLC
Illinois
$106 +$106 +30 New
CWP
183
Concord Wealth Partners
Virginia
$89 – – –
RF
184
Robbins Farley
New Hampshire
$89 – – –
HNB
185
Huntington National Bank
Ohio
$75 – – –
ASN
186
Advisory Services Network
Georgia
$50 +$50 +14 New
SC
187
Stephens Consulting
Michigan
$43 – – –
CPG
188
Cornerstone Planning Group
New Jersey
$35 – – –
FP
189
Financial Perspectives
Minnesota
$18 – – –
AA
190
Addison Advisors
Vermont
$18 – – –
MLA
191
MB, Levis & Associates
Pennsylvania
$14 – – –
S
192
Sachetta
Massachusetts
$11 +$11 +3 New
FSWA
193
Financial Synergies Wealth Advisors
Texas
$10 – – –
BWL
194
Bogart Wealth LLC
Virginia
$7 – – –
MSWM
195
McGlone Suttner Wealth Management
Wisconsin
$7 +$7 +2 New
First Manhattan
196
First Manhattan
New York
$3 -$300 -100 -99%
HIM
197
Hillsdale Investment Management
Ontario, Canada
– -$6.47M -1,366,800 Closed
Two Sigma Investments
198
Two Sigma Investments
New York
– -$5.68M -1,206,921 Closed
Public Sector Pension Investment Board (PSP Investments)
199
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$5.39M -1,134,077 Closed
Marshall Wace
200
Marshall Wace
United Kingdom
– -$5.1M -1,082,984 Closed
6 7
8
9 10