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BlackLine

295 hedge funds and large institutions have $3.59B invested in BlackLine in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 120 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 304295 (-9)

3.28% less ownership

Funds ownership: 104.04%100.76% (-3.3%)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

12% less capital invested

Capital invested by funds: $4.1B → $3.59B (-$511M)

21% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 120

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

68% less call options, than puts

Call options by funds: $8.82M | Put options by funds: $27.5M

Holders
295
Holders Change
-9
Holders Change %
-2.96%
% of All Funds
5.08%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
35
Increased
95
Reduced
120
Closed
39
Calls
$8.82M
Puts
$27.5M
Net Calls
-$18.7M
Net Calls Change
-$41M
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1
Clearlake Capital Group
California
$342M +$19.9M +296,138 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$313M +$4.22M +62,961 +1%
BlackRock
3
BlackRock
New York
$220M -$21.8M -325,102 -8%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$147M -$8.79M -131,048 -5%
DDC
5
DF Dent & Co
Maryland
$145M -$7.14M -106,425 -4%
RP
6
Riverbridge Partners
Minnesota
$129M +$11.2M +166,594 +8%
IC
7
Iconiq Capital
California
$125M
CIP
8
Champlain Investment Partners
Vermont
$112M +$1.4M +20,930 +1%
Artisan Partners
9
Artisan Partners
Wisconsin
$106M -$1.05M -15,637 -0.9%
Brown Advisory
10
Brown Advisory
Maryland
$91.5M +$451K +6,727 +0.4%
FAM
11
Fred Alger Management
New York
$89.6M -$3.34M -49,754 -3%
Morgan Stanley
12
Morgan Stanley
New York
$84.9M +$11.5M +171,562 +14%
CCA
13
Conestoga Capital Advisors
Pennsylvania
$84M -$386K -5,760 -0.4%
AllianceBernstein
14
AllianceBernstein
Tennessee
$77.2M -$7.12M -106,188 -8%
ESCM
15
Echo Street Capital Management
New York
$72.3M +$1.66M +24,816 +2%
JP Morgan Chase
16
JP Morgan Chase
New York
$68.6M -$1.8M -26,838 -2%
State Street
17
State Street
Massachusetts
$67.9M +$665K +9,916 +0.9%
GCM
18
Geneva Capital Management
Wisconsin
$66.5M +$1.43M +21,347 +2%
Baillie Gifford & Co
19
Baillie Gifford & Co
United Kingdom
$63.9M -$13.2M -196,616 -16%
Bank of America
20
Bank of America
North Carolina
$60.4M +$4.7M +70,128 +7%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$58.8M +$1.25M +18,619 +2%
T. Rowe Price Investment Management
22
T. Rowe Price Investment Management
Maryland
$55.2M +$61.8M +921,493 New
Ameriprise
23
Ameriprise
Minnesota
$48.8M +$8.66M +129,025 +19%
Macquarie Group
24
Macquarie Group
Australia
$39.1M +$714K +10,646 +2%
Northern Trust
25
Northern Trust
Illinois
$38.9M -$442K -6,581 -1%

BL Hedge Fund Activity: Q3 2022 in Review

295 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BlackLine (BL) for Q3 2022, worth a combined $3.59B — down 12% from $4.1B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of BL and 35 opened new positions — a net loss of 4 holders — while 120 trimmed existing stakes and 95 added.

The largest buyer was Clearlake Capital Group, adding an estimated $19.9M. The largest seller was Invesco, cutting an estimated $60.2M.

  • 295 institutional investors held BlackLine (BL) as of Q3 2022, down from 304 in Q2 2022.
  • Funds reported $3.59B of BlackLine stock for Q3 2022, down 12% quarter-over-quarter.
  • 35 funds opened new BlackLine positions in Q3 2022 and 39 closed out, a net change of -4 holders.
  • The largest BlackLine buyer in Q3 2022 was Clearlake Capital Group, an estimated $19.9M added.
  • The largest BlackLine seller in Q3 2022 was Invesco, an estimated $60.2M sold.

Based on aggregated 13F filings for Q3 2022.