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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 %
GRP
276
Global Retirement Partners
California
$3.88K – – –
BIA
277
Bell Investment Advisors
California
$3.42K -$517 -8 -13%
CTWM
278
Cherry Tree Wealth Management
Minnesota
$2.78K – – –
MG
279
Mather Group
Illinois
$2.75K +$2.75K +44 New
SWM
280
Spire Wealth Management
Virginia
$2.65K – – –
MPWT
281
MassMutual Private Wealth & Trust
Connecticut
$1.87K +$1.87K +29 New
BF
282
BOK Financial
Oklahoma
$1.79K +$1.79K +28 New
PS
283
Principal Securities
Iowa
$1.68K -$13.1K -203 -89%
YAL
284
Your Advocates Ltd
Texas
$1.62K – – –
BCMLT
285
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.62K +$1.62K +25 New
FMII
286
Farmers & Merchants Investments Inc
Nebraska
$1.62K +$1.62K +25 New
FG
287
Fairman Group
Pennsylvania
$1.42K – – –
UB
288
UMB Bank
Missouri
$1.42K +$1.42K +22 New
LC
289
Lindbrook Capital
California
$1.23K – – –
VNA
290
Valley National Advisers
Pennsylvania
$1K +$1K +20 New
AF
291
Advisornet Financial
Minnesota
$969 +$969 +15 New
FCA
292
FinTrust Capital Advisors
South Carolina
$861 – – –
AF
293
Allworth Financial
California
$840 – – –
VWA
294
Valued Wealth Advisors
Utah
$323 -$711 -11 -69%
CMBA
295
C.M. Bidwell & Associates
Hawaii
$323 – – –
RIL
296
Rothschild Investment LLC
Illinois
$323 +$323 +5 New
AWM
297
Abound Wealth Management
Tennessee
$259 +$259 +4 New
ECM
298
Everence Capital Management
Indiana
$246 +$246 +3,810 New
EWA
299
EverSource Wealth Advisors
Alabama
$232 -$870 -15 -79%
JWA
300
JFS Wealth Advisors
Pennsylvania
$65 +$65 +1 New
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12
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