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BlackLine

299 hedge funds and large institutions have $4.01B invested in BlackLine in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 82 increasing their positions, 134 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+5
Holders Change %
+1.7%
% of All Funds
4.82%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
47
Increased
82
Reduced
134
Closed
38
Calls
$63.2M
Puts
$20.9M
Net Calls
+$42.4M
Net Calls Change
+$61M
Name Holding Trade Value Shares
Change
Shares
Change %
HR
201
Hardy Reed
Mississippi
$275K -$1.21K -18 -0.4%
SSA
202
Schonfeld Strategic Advisors
New York
$271K -$724K -10,766 -73%
Tudor Investment Corp
203
Tudor Investment Corp
Connecticut
$271K
SW
204
SkyOak Wealth
Michigan
$265K -$16.8K -249 -6%
SCA
205
Snowden Capital Advisors
New York
$257K +$16.2K +241 +7%
PWM
206
Perigon Wealth Management
California
$254K +$9.01K +134 +4%
AWAU
207
Alliance Wealth Advisors (Utah)
Utah
$252K +$252K +3,748 New
BWM
208
Baron Wealth Management
Michigan
$249K +$249K +3,708 New
WS
209
Wedbush Securities
California
$243K -$11.1K -165 -4%
FC
210
Financial Consulate
Maryland
$231K +$6.05K +90 +3%
Mackenzie Financial
211
Mackenzie Financial
Ontario, Canada
$231K -$12.2K -181 -5%
MLICM
212
Metropolitan Life Insurance Company (MetLife)
New York
$228K
WA
213
Wealth Alliance
New York
$225K +$225K +3,351 New
AQR Capital Management
214
AQR Capital Management
Connecticut
$225K -$174K -2,593 -44%
AWS
215
Atria Wealth Solutions
New York
$215K -$266K -3,956 -55%
OIA
216
OneDigital Investment Advisors
Kansas
$215K +$215K +3,191 New
X
217
Xponance
Pennsylvania
$213K +$213K +3,163 New
KAS
218
Kestra Advisory Services
Texas
$212K +$212K +3,157 New
VPIM
219
Vanguard Personalized Indexing Management
California
$212K +$212K +3,153 New
Commonwealth Equity Services
220
Commonwealth Equity Services
Massachusetts
$209K +$209K +3,118 New
HSA
221
HBK Sorce Advisory
Pennsylvania
$208K -$36.3K -539 -15%
AAP
222
Arax Advisory Partners
Colorado
$184K -$2.42K -36 -1%
PA
223
Parallel Advisors
California
$181K -$1.82K -27 -1%
AssetMark Inc
224
AssetMark Inc
California
$179K +$54.8K +814 +44%
ASN
225
Advisory Services Network
Georgia
$154K +$154K +2,296 New