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BlackLine

364 hedge funds and large institutions have $6.24B invested in BlackLine in 2021 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 133 increasing their positions, 111 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 34

20% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 111

16% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $10.8M

9% more funds holding

Funds holding: 335364 (+29)

4% more ownership

Funds ownership: 99.04%103.04% (+4%)

8% less capital invested

Capital invested by funds: $6.81B → $6.24B (-$571M)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
364
Holders Change
+29
Holders Change %
+8.66%
% of All Funds
5.6%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.15%
New
67
Increased
133
Reduced
111
Closed
34
Calls
$12.6M
Puts
$10.8M
Net Calls
+$1.74M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
26
Barton Investment Management
Pennsylvania
$63.4M +$561K +4,840 +0.8%
Capital World Investors
27
Capital World Investors
California
$61.6M
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$58.4M -$1.8M -15,566 -3%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$56.5M +$76.6K +661 +0.1%
Barclays
30
Barclays
United Kingdom
$52.8M +$10.7M +92,462 +22%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$52.3M -$11.7M -100,687 -17%
Norges Bank
32
Norges Bank
Norway
$47.3M +$4.3M +37,064 +9%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$45.6M -$9.79M -84,470 -16%
N
34
Nuveen
North Carolina
$45M -$3.59M -30,976 -7%
CS
35
Credit Suisse
Switzerland
$43.6M +$3.73M +32,185 +8%
Charles Schwab
36
Charles Schwab
California
$41.3M +$1.11M +9,573 +2%
Federated Hermes
37
Federated Hermes
Pennsylvania
$41.2M +$99.8K +861 +0.2%
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$39.9M -$2.53M -21,781 -5%
First Trust Advisors
39
First Trust Advisors
Illinois
$39.8M -$91.7K -791 -0.2%
CC
40
Chicago Capital
Illinois
$39.7M -$880K -7,590 -2%
Millennium Management
41
Millennium Management
New York
$33.9M +$1.31M +11,330 +4%
William Blair & Company
42
William Blair & Company
Illinois
$33.6M +$668K +5,765 +2%
Macquarie Group
43
Macquarie Group
Australia
$32.9M +$1.29M +11,157 +4%
Wells Fargo
44
Wells Fargo
California
$31M +$607K +5,232 +2%
Swedbank
45
Swedbank
Sweden
$30.6M +$5.41M +46,700 +19%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$28.3M +$746K +6,432 +2%
TP
47
Toronado Partners
California
$28.3M -$580K -5,000 -2%
SG Americas Securities
48
SG Americas Securities
New York
$26.2M +$25.3M +218,032 +619%
EAM
49
Eagle Asset Management
Florida
$24.4M +$4.79M +41,316 +21%
ECM
50
Ensemble Capital Management
California
$24.3M +$433K +3,737 +2%

BL Hedge Fund Activity: Q4 2021 in Review

364 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackLine (BL) for Q4 2021, worth a combined $6.24B — down 8.4% from $6.81B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new BL positions and 34 closed out — a net gain of 33 holders — while 133 added to existing stakes and 111 trimmed.

The largest buyer was Iconiq Capital, opening a new position worth an estimated $242M. The largest seller was Clearlake Capital Group, exiting entirely with an estimated $49.3M sold.

  • 364 institutional investors held BlackLine (BL) as of Q4 2021, up from 335 in Q3 2021.
  • Funds reported $6.24B of BlackLine stock for Q4 2021, down 8.4% quarter-over-quarter.
  • 67 funds opened new BlackLine positions in Q4 2021 and 34 closed out, a net change of +33 holders.
  • The largest BlackLine buyer in Q4 2021 was Iconiq Capital, an estimated $242M added.
  • The largest BlackLine seller in Q4 2021 was Clearlake Capital Group, an estimated $49.3M sold.

Based on aggregated 13F filings for Q4 2021.