BL icon

BlackLine
BL

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 %
DFA
276
DHJJ Financial Advisors
Illinois
$9.74K – – –
VWM
277
Venturi Wealth Management
Texas
$9.55K – – –
Franklin Resources
278
Franklin Resources
California
$9.18K -$749 -12 -8%
QL
279
Quarry LP
New York
$9.18K +$9.18K +147 New
SS
280
Sunbelt Securities
Texas
$8.93K – – –
NA
281
NewEdge Advisors
Louisiana
$8.18K +$8.18K +131 New
QCG
282
Quadrant Capital Group
Ohio
$7.56K +$6.74K +108 +831%
S
283
SignatureFD
Georgia
$7.56K +$500 +8 +7%
WWM
284
Wolff Wiese Magana
California
$7.43K – – –
RCM
285
Raleigh Capital Management
North Carolina
$7.08K +$563 +9 +9%
PCA
286
Providence Capital Advisors
North Carolina
$6.24K – – –
B
287
Birchbrook
Maine
$6.24K +$6.24K +100 New
Mitsubishi UFJ Asset Management
288
Mitsubishi UFJ Asset Management
Japan
$5.8K – – –
PP
289
Paloma Partners
Connecticut
$5K +$3.43K +55 +220%
BIA
290
Bell Investment Advisors
California
$3.81K -$1.62K -26 -30%
TCWA
291
Turtle Creek Wealth Advisors
Texas
$3.68K +$3.68K +59 New
GRP
292
Global Retirement Partners
California
$3.46K +$3.46K +60 New
CLOS
293
Compagnie Lombard Odier SCmA
Switzerland
$3.12K – – –
TPCW
294
TD Private Client Wealth
New York
$3.06K – – –
CTWM
295
Cherry Tree Wealth Management
Minnesota
$2.69K – – –
SWM
296
Spire Wealth Management
Virginia
$2.45K – – –
GI
297
Gradient Investments
Minnesota
$2.37K – – –
AWM
298
Avior Wealth Management
Nebraska
$2.19K -$1.37K -22 -39%
National Bank of Canada
299
National Bank of Canada
Quebec, Canada
$1.77K – – –
YAL
300
Your Advocates Ltd
Texas
$1.56K – – –
10 11
12
13 14