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BlackLine

305 hedge funds and large institutions have $3.89B invested in BlackLine in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 110 increasing their positions, 93 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

942% more call options, than puts

Call options by funds: $145M | Put options by funds: $13.9M

50% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 38

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

18% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 93

17% more capital invested

Capital invested by funds: $3.33B → $3.89B (+$554M)

5.13% more ownership

Funds ownership: 97.18%102.31% (+5.1%)

5% more funds holding

Funds holding: 291305 (+14)

Holders
305
Holders Change
+14
Holders Change %
+4.81%
% of All Funds
4.02%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
57
Increased
110
Reduced
93
Closed
38
Calls
$145M
Puts
$13.9M
Net Calls
+$131M
Net Calls Change
+$9.95M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$545M +$6.78M +113,723 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$438M +$893K +14,982 +0.2%
CCG
3
Clearlake Capital Group
California
$347M
Fidelity Investments
4
Fidelity Investments
Massachusetts
$271M -$41.3M -691,744 -13%
State Street
5
State Street
Massachusetts
$134M +$5.35M +89,783 +4%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$128M +$21.2M +354,784 +20%
IC
7
Iconiq Capital
California
$127M
JP Morgan Chase
8
JP Morgan Chase
New York
$92.3M -$8.79M -147,369 -9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$77.9M -$30K -503 -0%
Morgan Stanley
10
Morgan Stanley
New York
$74M +$25.1M +421,163 +53%
RP
11
Riverbridge Partners
Minnesota
$71.5M -$5.72M -95,918 -8%
TCM
12
Topline Capital Management
California
$60.6M +$59.4M +996,904 New
American Century Companies
13
American Century Companies
Missouri
$54.5M +$53M +889,570 +12,538%
GCM
14
Geneva Capital Management
Wisconsin
$53.3M -$1.12M -18,786 -2%
HRCM
15
Hawk Ridge Capital Management
California
$53.1M -$52M -871,408 -50%
Bank of America
16
Bank of America
North Carolina
$49M -$1.06M -17,768 -2%
Brown Advisory
17
Brown Advisory
Maryland
$47.6M +$13.1M +218,976 +39%
Northern Trust
18
Northern Trust
Illinois
$45.3M +$5.76M +96,523 +15%
TCM
19
Tensile Capital Management
California
$45M +$6.26M +105,000 +17%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$43.9M +$3.48M +58,365 +9%
Goldman Sachs
21
Goldman Sachs
New York
$39.8M +$13.9M +232,899 +55%
Capital World Investors
22
Capital World Investors
California
$36.2M
WHG
23
Westwood Holdings Group
Texas
$34.9M +$34.3M +574,848 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$34M -$1.32M -22,084 -4%
Charles Schwab
25
Charles Schwab
California
$30.5M +$386K +6,477 +1%