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BlackLine

335 hedge funds and large institutions have $6.81B invested in BlackLine in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 119 increasing their positions, 108 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $29.8M | Put options by funds: $17.2M

10% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 108

8% more capital invested

Capital invested by funds: $6.32B → $6.81B (+$488M)

8% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 39

0.72% more ownership

Funds ownership: 98.32%99.04% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

1% less funds holding

Funds holding: 337335 (-2)

Holders
335
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
5.86%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
42
Increased
119
Reduced
108
Closed
39
Calls
$29.8M
Puts
$17.2M
Net Calls
+$12.7M
Net Calls Change
+$4.62M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
301
Carroll Financial Associates
North Carolina
$21K
PCH
302
Polar Capital Holdings
United Kingdom
$20.5K -$7.48M -65,110 -27%
ME
303
McIlrath & Eck
Washington
$19K
FCA
304
FinTrust Capital Advisors
South Carolina
$18K
TWA
305
TCI Wealth Advisors
Arizona
$14K
GEA
306
Glen Eagle Advisors
New Jersey
$13.6K
PCA
307
Providence Capital Advisors
North Carolina
$12K
GWM
308
Geneos Wealth Management
Colorado
$12K +$11.8K +103 New
PMFA
309
Plante Moran Financial Advisors
Michigan
$10K +$9.54K +83 New
BIA
310
Bell Investment Advisors
California
$8K +$8.04K +70 New
BWM
311
BerganKDV Wealth Management
Minnesota
$6K
CLOS
312
Compagnie Lombard Odier SCmA
Switzerland
$6K
FFC
313
First Financial Corp
Indiana
$6K
Bessemer Group
314
Bessemer Group
New Jersey
$5K -$5.63K -49 -54%
EI
315
Ellevest Inc
New York
$5K -$574 -5 -11%
HWA
316
HHM Wealth Advisors
Tennessee
$5K
WBC
317
West Branch Capital
Massachusetts
$5K
NSB
318
Norway Savings Bank
Maine
$4K
QCG
319
Quadrant Capital Group
Ohio
$4K +$2.07K +18 +138%
PCTC
320
Perkins Coie Trust Company
Washington
$3K
SWM
321
Selective Wealth Management
Virginia
$3K
SCA
322
Stonebridge Capital Advisors
Minnesota
$2K -$1.61K -14 -50%
GWSG
323
GPS Wealth Strategies Group
Colorado
$2K
YAL
324
Your Advocates Ltd
Texas
$2K +$2.3K +20 New
AWA
325
Arkadios Wealth Advisors
Georgia
$1K -$345 -3 -25%