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BlackLine
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Overview Fund Activity

301 hedge funds and large institutions have $4.02B invested in BlackLine in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 99 increasing their positions, 107 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-13
Holders Change %
-4.14%
% of All Funds
4.36%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
53
Increased
99
Reduced
107
Closed
64
Calls
$134M
Puts
$13.8M
Net Calls
+$120M
Net Calls Change
+$113M

Top Buyers

1
BlackRock
1
BlackRock
New York
$547M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$284M
3
State Street
3
State Street
Massachusetts
$132M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$477M
5
Deutsche Bank
5
Deutsche Bank
Germany
$26.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$150M
2
HRCM
2
Hawk Ridge Capital Management
California
$0
3
WP
3
Woodline Partners
California
$0
4
CC
4
Chicago Capital
Illinois
$2.1M
5
MG
5
Meritage Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
251
Pacer Advisors
Pennsylvania
$41.7K +$41.7K +646 New
CFO
252
CVA Family Office
Colorado
$39.7K – – –
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$39K +$9.96K +155 +34%
ZB
254
Zions Bancorporation
Utah
$38K +$38K +589 New
AWM
255
Avior Wealth Management
Nebraska
$36.6K +$34.4K +532 +1,520%
Nisa Investment Advisors
256
Nisa Investment Advisors
Missouri
$35.6K +$2.91K +45 +9%
EC
257
EntryPoint Capital
New York
$35.5K +$35.5K +550 New
RA
258
Rise Advisors
New York
$26.4K – – –
Russell Investments Group
259
Russell Investments Group
United Kingdom
$24.4K -$8.78K -136 -26%
HPC
260
HM Payson & Co
Maine
$24.2K -$25.8K -400 -52%
GI
261
GAMMA Investing
California
$18.5K +$4.65K +72 +34%
OA
262
Operose Advisors
Wisconsin
$16.1K – – –
NCTC
263
New Covenant Trust Company
Indiana
$15.4K +$15.4K +238 New
CT
264
Colonial Trust
South Carolina
$15.2K – – –
MIFH
265
Migdal Insurance & Financial Holdings
Israel
$14K +$586 +9 +4%
DFA
266
DHJJ Financial Advisors
Illinois
$10.1K – – –
CPG
267
Cornerstone Planning Group
New Jersey
$9.93K -$2.8K -46 -22%
VWM
268
Venturi Wealth Management
Texas
$9.88K – – –
WWM
269
Wolff Wiese Magana
California
$7.69K – – –
PTC
270
Private Trust Company
Ohio
$7.17K -$3.55K -55 -33%
Mitsubishi UFJ Asset Management
271
Mitsubishi UFJ Asset Management
Japan
$6.65K – – –
B
272
Birchbrook
Maine
$6.46K – – –
EC
273
Elequin Capital
New York
$5.75K +$5.75K +89 New
S
274
SignatureFD
Georgia
$4.26K -$3.55K -55 -45%
FFA
275
Farther Finance Advisors
California
$4.22K +$3.33K +52 +371%
9 10
11
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