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BlackLine

335 hedge funds and large institutions have $6.81B invested in BlackLine in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 119 increasing their positions, 108 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $29.8M | Put options by funds: $17.2M

10% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 108

8% more capital invested

Capital invested by funds: $6.32B → $6.81B (+$488M)

8% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 39

0.72% more ownership

Funds ownership: 98.32%99.04% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

1% less funds holding

Funds holding: 337335 (-2)

Holders
335
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
5.86%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
42
Increased
119
Reduced
108
Closed
39
Calls
$29.8M
Puts
$17.2M
Net Calls
+$12.7M
Net Calls Change
+$4.62M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
251
Kestra Advisory Services
Texas
$250K +$15.2K +132 +7%
IIC
252
Integrated Investment Consultants
Michigan
$247K
PA
253
Profund Advisors
Maryland
$245K +$238K +2,075 New
CWP
254
CFM Wealth Partners
Texas
$239K
DADC
255
D.A. Davidson & Co
Montana
$236K -$16.8K -146 -7%
WA
256
Wealth Alliance
New York
$224K +$218K +1,898 New
YWP
257
YorkBridge Wealth Partners
New York
$219K +$213K +1,854 New
VWA
258
V Wealth Advisors
Kansas
$215K -$94.1K -819 -31%
MIM
259
Marco Investment Management
Georgia
$215K
Mercer Global Advisors
260
Mercer Global Advisors
Colorado
$214K -$10.9K -95 -5%
YIA
261
YHB Investment Advisors
Connecticut
$213K
CWM
262
Circle Wealth Management
New Jersey
$212K -$243K -2,115 -54%
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$207K
CG
264
Colony Group
Massachusetts
$207K +$201K +1,750 New
MAP
265
Milestone Advisory Partners
North Carolina
$204K +$199K +1,731 New
FB
266
Fulton Bank
Pennsylvania
$201K +$195K +1,701 New
ST
267
Sageworth Trust
Pennsylvania
$200K
HIA
268
Harbor Investment Advisory
Maryland
$197K +$110K +954 +133%
IA
269
IFP Advisors
Florida
$195K +$2.87K +25 +2%
TRCT
270
Tower Research Capital (TRC)
New York
$193K -$187K -1,626 -50%
SOW
271
State of Wyoming
Wyoming
$181K +$64.5K +561 +58%
BU
272
BBVA USA
Alabama
$175K
PFBT
273
Parkside Financial Bank & Trust
Missouri
$166K +$1.26K +11 +0.8%
EWM
274
Endurance Wealth Management
Rhode Island
$156K
FF
275
FourThought Financial
Florida
$154K +$137K +1,192 +1,046%