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BlackLine

352 hedge funds and large institutions have $5.96B invested in BlackLine in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 119 increasing their positions, 130 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
6.2%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.21%
New
60
Increased
119
Reduced
130
Closed
53
Calls
$19.5M
Puts
$60.8M
Net Calls
-$41.3M
Net Calls Change
-$38.2M
Name Holding Trade Value Shares
Change
Shares
Change %
YIA
276
YHB Investment Advisors
Connecticut
$215K -$3.34K -28 -2%
VWA
277
V Wealth Advisors
Kansas
$213K -$16.2K -150 -7%
MIM
278
Marco Investment Management
Georgia
$209K -$32.6K -300 -13%
FHA
279
First Horizon Advisors
Tennessee
$207K +$14.3K +132 +7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
280
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$206K +$119K +1,100 +138%
XT
281
XTX Topco
Cayman Islands
$206K +$206K +1,903 New
VWM
282
Venturi Wealth Management
Texas
$203K +$3.8K +35 +2%
IA
283
IFP Advisors
Florida
$195K +$96K +871 +97%
Fifth Third Bancorp
284
Fifth Third Bancorp
Ohio
$190K +$5.84K +54 +3%
ST
285
Sageworth Trust
Pennsylvania
$184K +$184K +1,695 New
PFBT
286
Parkside Financial Bank & Trust
Missouri
$150K -$12.7K -117 -8%
SCM
287
Silvant Capital Management
Georgia
$145K +$145K +1,341 New
FHC
288
First Horizon Corporation
Tennessee
$144K +$9.2K +85 +7%
EWM
289
Endurance Wealth Management
Rhode Island
$143K +$134K +1,233 +1,417%
SFS
290
Sowell Financial Services
Arkansas
$135K +$42.1K +408 +45%
CFGS
291
Concourse Financial Group Securities
Alabama
$133K +$37.3K +344 +39%
SWM
292
Spire Wealth Management
Virginia
$131K +$131K +1,210 New
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$128K
Ohio Public Employees Retirement System (OPERS)
294
Ohio Public Employees Retirement System (OPERS)
Ohio
$120K -$9.11K -84 -7%
TPCW
295
TD Private Client Wealth
New York
$119K -$16.5K -152 -12%
FC
296
FORA Capital
Florida
$111K +$111K +1,022 New
ECM
297
EMC Capital Management
Texas
$108K
FPS
298
Fieldpoint Private Securities
Connecticut
$102K +$20.7K +192 +26%
S
299
SignatureFD
Georgia
$90K +$9.58K +88 +12%
Asset Management One
300
Asset Management One
Japan
$86K +$21.3K +198 +33%