BL icon

BlackLine

312 hedge funds and large institutions have $4.04B invested in BlackLine in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 93 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+13
Holders Change %
+4.35%
% of All Funds
4.99%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
49
Increased
93
Reduced
124
Closed
31
Calls
$64.2M
Puts
$15M
Net Calls
+$49.2M
Net Calls Change
+$6.85M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
226
SkyOak Wealth
Michigan
$228K -$36.2K -539 -14%
WS
227
Wedbush Securities
California
$228K -$15K -223 -6%
PWP
228
Perfromance Wealth Partners
Illinois
$221K +$221K +3,295 New
TSS
229
Two Sigma Securities
New York
$221K +$221K +3,290 New
AWS
230
Atria Wealth Solutions
New York
$215K
X
231
Xponance
Pennsylvania
$215K +$2.49K +37 +1%
OIA
232
OneDigital Investment Advisors
Kansas
$214K
VPIM
233
Vanguard Personalized Indexing Management
California
$213K +$1.34K +20 +0.6%
WA
234
Wealth Alliance
New York
$210K -$14.6K -217 -6%
EGM
235
Engineers Gate Manager
New York
$204K -$89.2K -1,329 -30%
MLICM
236
Metropolitan Life Insurance Company (MetLife)
New York
$200K -$27.8K -414 -12%
PA
237
Parallel Advisors
California
$180K -$134 -2 -0.1%
ASN
238
Advisory Services Network
Georgia
$153K -$940 -14 -0.6%
AAP
239
Arax Advisory Partners
Colorado
$141K -$42.6K -634 -23%
FHA
240
First Horizon Advisors
Tennessee
$134K -$16.4K -244 -11%
FIA
241
FNY Investment Advisers
New York
$134K +$101K +1,500 +300%
PMEF
242
Point72 Middle East FZE
United Arab Emirates
$132K +$132K +1,966 New
SAM
243
Shell Asset Management
Netherlands
$131K -$471 -7 -0.4%
Allspring Global Investments
244
Allspring Global Investments
North Carolina
$123K +$83.8K +1,248 +216%
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$122K -$2.08K -31 -2%
HIA
246
Harbor Investment Advisory
Maryland
$119K -$15.2K -226 -11%
PFBT
247
Parkside Financial Bank & Trust
Missouri
$110K -$1.34K -20 -1%
Lazard Asset Management
248
Lazard Asset Management
New York
$98K -$14.1K -211 -13%
BEI
249
Benjamin Edwards Inc
Missouri
$92K +$11.2K +167 +14%
GC
250
Globeflex Capital
California
$85.1K