BL icon

BlackLine
BL

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 %
EAM
176
Evanson Asset Management
California
$475K – – –
RJT
177
Raymond James Trust
Florida
$465K – – –
SOW
178
State of Wyoming
Wyoming
$464K +$153K +2,369 +49%
BPA
179
Beacon Pointe Advisors
California
$451K -$173K -2,679 -28%
NG
180
Norden Group
Utah
$440K +$112K +1,736 +34%
DTL
181
Dynamic Technology Lab
Singapore
$435K +$435K +6,729 New
Cerity Partners
182
Cerity Partners
New York
$433K +$433K +6,698 New
Creative Planning
183
Creative Planning
Kansas
$419K +$186K +2,880 +80%
VFA
184
Voya Financial Advisors
Connecticut
$417K -$18.9K -297 -4%
Pictet Asset Management
185
Pictet Asset Management
Switzerland
$408K – – –
FA
186
FDx Advisors
Illinois
$407K -$2.39K -37 -0.6%
Franklin Resources
187
Franklin Resources
California
$387K +$378K +5,848 +3,978%
Public Employees Retirement Association of Colorado
188
Public Employees Retirement Association of Colorado
Colorado
$386K – – –
BTWM
189
Baker Tilly Wealth Management
Wisconsin
$383K -$6.46K -100 -2%
PAS
190
Park Avenue Securities
New York
$379K -$72.4K -1,121 -16%
SRL
191
Scientech Research LLC
New Jersey
$374K +$374K +5,785 New
DAS
192
Diversify Advisory Services
Utah
$371K +$371K +5,791 New
AIP
193
Ameritas Investment Partners
Nebraska
$367K -$13.9K -215 -4%
SWP
194
Stratos Wealth Partners
Ohio
$367K -$354K -5,474 -49%
PWS
195
Precision Wealth Strategies
Missouri
$367K -$12.7K -196 -3%
CAM
196
ClariVest Asset Management
California
$364K +$387 +6 +0.1%
VIM
197
Vancity Investment Management
British Columbia, Canada
$328K -$616K -9,545 -65%
Walleye Capital
198
Walleye Capital
New York
$319K +$319K +4,935 New
IWA
199
Icon Wealth Advisors
Texas
$319K -$35.4K -548 -10%
SPA
200
Sherbrooke Park Advisers
New York
$309K +$309K +4,786 New
6 7
8
9 10