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BlackLine

312 hedge funds and large institutions have $4.04B invested in BlackLine in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 93 increasing their positions, 124 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more call options, than puts

Call options by funds: $64.2M | Put options by funds: $15M

53% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 32

4% more funds holding

Funds holding: 300312 (+12)

1% more capital invested

Capital invested by funds: $4.01B → $4.04B (+$31M)

0.41% more ownership

Funds ownership: 99.77%100.18% (+0.41%)

25% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 124

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
312
Holders Change
+12
Holders Change %
+4%
% of All Funds
4.97%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
49
Increased
93
Reduced
124
Closed
32
Calls
$64.2M
Puts
$15M
Net Calls
+$49.2M
Net Calls Change
+$6.85M
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1
Clearlake Capital Group
California
$384M
Vanguard Group
2
Vanguard Group
Pennsylvania
$371M +$13.2M +191,963 +4%
BlackRock
3
BlackRock
New York
$267M +$5.42M +78,679 +2%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$145M -$3.04M -44,037 -2%
IC
5
Iconiq Capital
California
$140M
RP
6
Riverbridge Partners
Minnesota
$138M -$2.58M -37,478 -2%
DDC
7
DF Dent & Co
Maryland
$122M -$23.5M -340,755 -16%
Brown Advisory
8
Brown Advisory
Maryland
$118M +$16.2M +235,060 +15%
Artisan Partners
9
Artisan Partners
Wisconsin
$113M -$4.37M -63,351 -4%
Morgan Stanley
10
Morgan Stanley
New York
$111M +$12.9M +187,167 +13%
CIP
11
Champlain Investment Partners
Vermont
$106M -$16.2M -235,315 -13%
CCA
12
Conestoga Capital Advisors
Pennsylvania
$94.5M +$649K +9,411 +0.7%
ESCM
13
Echo Street Capital Management
New York
$86.8M +$6.22M +90,263 +8%
AllianceBernstein
14
AllianceBernstein
Tennessee
$86.3M +$6.25M +90,664 +8%
T. Rowe Price Investment Management
15
T. Rowe Price Investment Management
Maryland
$86.1M -$992K -14,393 -1%
State Street
16
State Street
Massachusetts
$77.8M +$2.53M +36,771 +3%
FAM
17
Fred Alger Management
New York
$77.7M -$22.2M -322,242 -22%
JP Morgan Chase
18
JP Morgan Chase
New York
$71.9M -$5.65M -81,959 -7%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$71.8M +$3.24M +47,067 +5%
GCM
20
Geneva Capital Management
Wisconsin
$68M -$2.34M -33,971 -3%
Baillie Gifford & Co
21
Baillie Gifford & Co
United Kingdom
$67.8M -$3.19M -46,274 -4%
Bank of America
22
Bank of America
North Carolina
$63.2M +$1.29M +18,774 +2%
Ameriprise
23
Ameriprise
Minnesota
$62.6M +$14.1M +204,924 +28%
Macquarie Group
24
Macquarie Group
Australia
$45.7M +$1.02M +14,770 +2%
Northern Trust
25
Northern Trust
Illinois
$43.4M +$203K +2,949 +0.5%

BL Hedge Fund Activity: Q1 2023 in Review

312 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackLine (BL) for Q1 2023, worth a combined $4.04B — up 0.77% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BL positions and 32 closed out — a net gain of 17 holders — while 93 added to existing stakes and 124 trimmed.

The largest buyer was Invesco, adding an estimated $39.7M. The largest seller was DF Dent & Co, cutting an estimated $23.5M.

  • 312 institutional investors held BlackLine (BL) as of Q1 2023, up from 300 in Q4 2022.
  • Funds reported $4.04B of BlackLine stock for Q1 2023, up 0.77% quarter-over-quarter.
  • 49 funds opened new BlackLine positions in Q1 2023 and 32 closed out, a net change of +17 holders.
  • The largest BlackLine buyer in Q1 2023 was Invesco, an estimated $39.7M added.
  • The largest BlackLine seller in Q1 2023 was DF Dent & Co, an estimated $23.5M sold.

Based on aggregated 13F filings for Q1 2023.