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BlackLine
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Overview Fund Activity

314 hedge funds and large institutions have $3.66B invested in BlackLine in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 94 increasing their positions, 120 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+17
Holders Change %
+5.72%
% of All Funds
4.6%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
50
Increased
94
Reduced
120
Closed
29
Calls
$24.3M
Puts
$16.6M
Net Calls
+$7.65M
Net Calls Change
-$23.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$196M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$203M
3
WP
Woodline Partners
California
$29.5M
4
BlackRock
BlackRock
New York
$302M
5
HRCM
Hawk Ridge Capital Management
California
$45.6M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$0
2
MG
Meritage Group
California
$22.4M
3
DDC
DF Dent & Co
Maryland
$44.1M
4
UBS Group
UBS Group
Switzerland
$14.1M
5
Norges Bank
Norges Bank
Norway
$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
251
Smartleaf Asset Management
Massachusetts
$62K +$62K +958 New
PPC
252
Park Place Capital
Alabama
$53.8K -$1.19K -19 -2%
Federated Hermes
253
Federated Hermes
Pennsylvania
$49.8K -$7.99K -128 -14%
HPC
254
HM Payson & Co
Maine
$48.4K -$18.7K -300 -28%
SWS
255
SYSTM Wealth Solutions
Illinois
$46.6K -$210K -3,356 -82%
CFGS
256
Concourse Financial Group Securities
Alabama
$44.8K -$999 -16 -2%
TWM
257
Tradition Wealth Management
Minnesota
$41K – – –
CFO
258
CVA Family Office
Colorado
$38.4K +$38.4K +615 New
Russell Investments Group
259
Russell Investments Group
United Kingdom
$32.1K -$68.4K -1,095 -68%
Nisa Investment Advisors
260
Nisa Investment Advisors
Missouri
$31.6K -$61.9K -992 -66%
Group One Trading
261
Group One Trading
Illinois
$31.2K -$35.3K -566 -53%
FIA
262
FNY Investment Advisers
New York
$31K -$93K -1,500 -75%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$28K +$13.6K +220 +95%
RA
264
Rise Advisors
New York
$25.5K – – –
EWM
265
Evermay Wealth Management
Virginia
$22.7K – – –
MSWM
266
McGlone Suttner Wealth Management
Wisconsin
$20.2K +$20.2K +324 New
JFGIW
267
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.6K +$16.6K +266 New
OA
268
Operose Advisors
Wisconsin
$15.6K -$45.5K -728 -74%
CT
269
Colonial Trust
South Carolina
$15.5K – – –
PS
270
Principal Securities
Iowa
$14.3K +$14.3K +229 New
LA
271
LM Advisors
California
$13.6K +$13.6K +218 New
CPG
272
Cornerstone Planning Group
New Jersey
$13.1K – – –
MIFH
273
Migdal Insurance & Financial Holdings
Israel
$13K +$883 +14 +7%
GI
274
GAMMA Investing
California
$12.6K +$12.6K +214 New
PTC
275
Private Trust Company
Ohio
$10.4K +$1.06K +17 +11%
9 10
11
12 13