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BlackLine
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Overview Fund Activity

302 hedge funds and large institutions have $3.89B invested in BlackLine in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 93 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+13
Holders Change %
+4.5%
% of All Funds
4.02%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
56
Increased
109
Reduced
93
Closed
38
Calls
$145M
Puts
$13.9M
Net Calls
+$131M
Net Calls Change
+$9.95M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$54.5M
2
WHG
2
Westwood Holdings Group
Texas
$34.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$74M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$128M
5
SRFM
5
Shannon River Fund Management
New York
$19.8M

Top Sellers

1
HRCM
1
Hawk Ridge Capital Management
California
$53.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$271M
3
EC
3
Engaged Capital
California
$0
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$4.43M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMBA
276
C.M. Bidwell & Associates
Hawaii
$4.19K +$3.77K +62 +886%
SCM
277
Sterling Capital Management
North Carolina
$3.59K – – –
WWM
278
Wolff Wiese Magana
California
$3.46K – – –
EWA
279
EverSource Wealth Advisors
Alabama
$3.22K +$2.55K +42 +382%
CTWM
280
Cherry Tree Wealth Management
Minnesota
$2.61K – – –
S
281
SignatureFD
Georgia
$2.61K +$851 +14 +48%
BIA
282
Bell Investment Advisors
California
$2.43K -$486 -8 -17%
NA
283
NewEdge Advisors
Louisiana
$2.37K – – –
DRP
284
Decker Retirement Planning
Utah
$1.82K +$1.82K +30 New
FMII
285
Farmers & Merchants Investments Inc
Nebraska
$1.7K – – –
PIM
286
Plato Investment Management
Australia
$1.65K – – –
YAL
287
Your Advocates Ltd
Texas
$1.52K – – –
BCMLT
288
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.52K – – –
MCM
289
MAI Capital Management
Ohio
$1.22K +$1.22K +20 New
NWWA
290
New Wave Wealth Advisors
Arkansas
$1.22K +$1.22K +20 New
AF
291
Allworth Financial
California
$1.14K – – –
IA
292
IFP Advisors
Florida
$790 -$2.93K -26 -79%
FFA
293
Farther Finance Advisors
California
$608 – – –
AWM
294
Avior Wealth Management
Nebraska
$607 – – –
NS
295
NBC Securities
Alabama
$514 -$552K -8,584 -100%
JWA
296
JFS Wealth Advisors
Pennsylvania
$487 – – –
AWM
297
Abound Wealth Management
Tennessee
$244 – – –
SIC
298
SJS Investment Consulting
Ohio
$183 – – –
LFG
299
Larson Financial Group
Missouri
$182 – – –
GBT
300
Grove Bank & Trust
Florida
$182 +$182 +3 New
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12
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