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BlackLine

215 hedge funds and large institutions have $2.45B invested in BlackLine in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 105 increasing their positions, 51 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 51

7.44% more ownership

Funds ownership: 85.2%92.64% (+7.4%)

1% less funds holding

Funds holding: 217215 (-2)

2% less capital invested

Capital invested by funds: $2.51B → $2.45B (-$57.9M)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

21% less call options, than puts

Call options by funds: $1.78M | Put options by funds: $2.25M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
215
Holders Change
-2
Holders Change %
-0.92%
% of All Funds
4.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
29
Increased
105
Reduced
51
Closed
30
Calls
$1.78M
Puts
$2.25M
Net Calls
-$470K
Net Calls Change
-$4.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$188M +$1.51M +30,281 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$188M +$1.04M +20,943 +0.5%
DDC
3
DF Dent & Co
Maryland
$168M +$21.8M +437,365 +14%
BlackRock
4
BlackRock
New York
$148M -$1.08M -21,737 -0.7%
IC
5
Iconiq Capital
California
$113M
RP
6
Riverbridge Partners
Minnesota
$90.5M -$674K -13,544 -0.7%
CIP
7
Champlain Investment Partners
Vermont
$88.9M +$2.03M +40,785 +2%
FAM
8
Fred Alger Management
New York
$74.1M +$952K +19,117 +1%
Artisan Partners
9
Artisan Partners
Wisconsin
$72.1M +$10.8M +217,121 +17%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$66.2M +$25M +502,731 +57%
Ameriprise
11
Ameriprise
Minnesota
$64.3M +$142K +2,849 +0.2%
Invesco
12
Invesco
Georgia
$61.4M -$6.21M -124,838 -9%
CCA
13
Conestoga Capital Advisors
Pennsylvania
$54.9M -$21.9K -440 -0%
Brown Advisory
14
Brown Advisory
Maryland
$52.4M +$12.9M +259,845 +31%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$49.2M +$9.84M +197,725 +24%
Wells Fargo
16
Wells Fargo
California
$45.8M -$1.55M -31,156 -3%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$43.8M +$6.36M +127,708 +16%
State Street
18
State Street
Massachusetts
$42.3M -$9.68M -194,444 -18%
Morgan Stanley
19
Morgan Stanley
New York
$34.7M +$29.2M +587,408 +422%
Baillie Gifford & Co
20
Baillie Gifford & Co
United Kingdom
$31.8M +$572K +11,492 +2%
Northern Trust
21
Northern Trust
Illinois
$31.4M +$2.9M +58,166 +10%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$29.9M +$3.56M +71,456 +13%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$29.7M -$493K -9,907 -2%
CC
24
Chicago Capital
Illinois
$29.2M +$1.36M +27,242 +5%
BIM
25
Barton Investment Management
Pennsylvania
$28.5M +$1.01M +20,390 +4%

BL Hedge Fund Activity: Q3 2019 in Review

215 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in BlackLine (BL) for Q3 2019, worth a combined $2.45B — down 2.3% from $2.51B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of BL and 29 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 105 added.

The largest buyer was Morgan Stanley, adding an estimated $29.2M. The largest seller was Franklin Resources, exiting entirely with an estimated $21.7M sold.

  • 215 institutional investors held BlackLine (BL) as of Q3 2019, down from 217 in Q2 2019.
  • Funds reported $2.45B of BlackLine stock for Q3 2019, down 2.3% quarter-over-quarter.
  • 29 funds opened new BlackLine positions in Q3 2019 and 30 closed out, a net change of -1 holder.
  • The largest BlackLine buyer in Q3 2019 was Morgan Stanley, an estimated $29.2M added.
  • The largest BlackLine seller in Q3 2019 was Franklin Resources, an estimated $21.7M sold.

Based on aggregated 13F filings for Q3 2019.