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BlackLine

292 hedge funds and large institutions have $3.12B invested in BlackLine in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 109 increasing their positions, 95 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-20
Holders Change %
-6.41%
% of All Funds
4.6%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
41
Increased
109
Reduced
95
Closed
61
Calls
$47.5M
Puts
$17.8M
Net Calls
+$29.7M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
326
SkyOak Wealth
Michigan
-$228K -3,398 Closed
WS
327
Wedbush Securities
California
-$228K -3,394 Closed
PWP
328
Perfromance Wealth Partners
Illinois
-$221K -3,295 Closed
TSS
329
Two Sigma Securities
New York
-$221K -3,290 Closed
X
330
Xponance
Pennsylvania
-$215K -3,200 Closed
AWS
331
Atria Wealth Solutions
New York
-$215K -3,200 Closed
OIA
332
OneDigital Investment Advisors
Kansas
-$214K -3,191 Closed
VPIM
333
Vanguard Personalized Indexing Management
California
-$213K -3,173 Closed
WA
334
Wealth Alliance
New York
-$210K -3,134 Closed
ASN
335
Advisory Services Network
Georgia
-$153K -2,282 Closed
PMEF
336
Point72 Middle East FZE
United Arab Emirates
-$132K -1,966 Closed
IA
337
IFP Advisors
Florida
-$64K -1,502 Closed
Lazard Asset Management
338
Lazard Asset Management
New York
-$98K -1,464 Closed
HWM
339
HighMark Wealth Management
Minnesota
-$71.7K -1,068 Closed
MWM
340
Mascoma Wealth Management
New Hampshire
-$36.3K -652 Closed
QL
341
Quarry LP
New York
-$42K -625 Closed
AAM
342
Advisors Asset Management
Colorado
-$28.2K -420 Closed
BAM
343
Belpointe Asset Management
Nevada
-$23K -343 Closed
BF
344
BOK Financial
Oklahoma
-$18.7K -279 Closed
AAS
345
Ameritas Advisory Services
Nebraska
-$10.8K -180 Closed
QCG
346
Quadrant Capital Group
Ohio
-$11.2K -167 Closed
HI
347
Harbour Investments
Wisconsin
-$10.4K -155 Closed
TWA
348
TCI Wealth Advisors
Arizona
-$8.39K -125 Closed
EI
349
Ellevest Inc
New York
-$6.11K -91 Closed
MCM
350
Manchester Capital Management
Vermont
-$4.16K -62 Closed