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Blackrock

1,931 hedge funds and large institutions have $101B invested in Blackrock in 2023 Q4 according to their latest regulatory filings, with 276 funds opening new positions, 613 increasing their positions, 816 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 276 | Existing positions closed: 112

46% more funds holding in top 10

Funds holding in top 10: 2841 (+13)

33% more capital invested

Capital invested by funds: $75.9B → $101B (+$24.7B)

7% more funds holding

Funds holding: 1,8001,931 (+131)

4.72% more ownership

Funds ownership: 78.66%83.38% (+4.7%)

6% less call options, than puts

Call options by funds: $1.35B | Put options by funds: $1.44B

25% less repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 816

Holders
1,931
Holders Change
+131
Holders Change %
+7.28%
% of All Funds
28.15%
Holding in Top 10
41
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+46.43%
% of All Funds
0.6%
New
276
Increased
613
Reduced
816
Closed
112
Calls
$1.35B
Puts
$1.44B
Net Calls
-$93.6M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
426
Tompkins Financial
New York
$9.02M +$683K +979 +10%
GVAG
427
Great Valley Advisor Group
Delaware
$8.89M -$214K -307 -3%
CT
428
Caldwell Trust
Florida
$8.89M -$177K -254 -2%
DILIC
429
Dai-ichi Life Insurance Company
Japan
$8.84M -$6.98K -10 -0.1%
MIG
430
McGuire Investment Group
Rhode Island
$8.82M -$56.5K -81 -0.7%
PCH
431
Polar Capital Holdings
United Kingdom
$8.82M +$7.58M +10,861 New
PTB
432
Pioneer Trust Bank
Oregon
$8.8M +$293K +420 +4%
AFG
433
Albion Financial Group
Utah
$8.77M -$74K -106 -1%
First Trust Advisors
434
First Trust Advisors
Illinois
$8.72M -$595K -853 -7%
BS
435
Banco Santander
Spain
$8.71M +$374K +536 +5%
Mercer Global Advisors
436
Mercer Global Advisors
Colorado
$8.68M +$916K +1,312 +14%
DC
437
Davenport & Co
Virginia
$8.68M -$1.49M -2,141 -17%
PJSIMP
438
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.63M -$1.15M -1,645 -13%
HTIM
439
Harbour Trust & Investment Management
Indiana
$8.6M +$7.39M +10,588 New
MC
440
Miramar Capital
Illinois
$8.58M -$16.8K -24 -0.2%
VVP
441
Venture Visionary Partners
Ohio
$8.56M +$510K +730 +7%
VPIM
442
Vanguard Personalized Indexing Management
California
$8.56M +$470K +674 +7%
NWM
443
Nicola Wealth Management
British Columbia, Canada
$8.44M
MWM
444
Moran Wealth Management
Florida
$8.34M -$8.5M -12,183 -54%
CI
445
Capital International
California
$8.32M +$207K +297 +3%
Nordea Investment Management
446
Nordea Investment Management
Sweden
$8.3M +$194K +278 +3%
BFW
447
Brady Family Wealth
Missouri
$8.28M +$108K +155 +2%
JIR
448
James Investment Research
Ohio
$8.22M -$127K -182 -2%
FNT
449
First National Trust
Pennsylvania
$8.2M -$339K -485 -5%
FC
450
Forte Capital
New York
$8.16M -$260K -372 -4%

BLK Hedge Fund Activity: Q4 2023 in Review

1,931 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q4 2023, worth a combined $101B — up 33% from $75.9B a quarter earlier.

Buyers outnumbered sellers: 276 funds opened new BLK positions and 112 closed out — a net gain of 164 holders — while 613 added to existing stakes and 816 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.07B. The largest seller was Millennium Management, cutting an estimated $184M.

  • 1,931 institutional investors held Blackrock (BLK) as of Q4 2023, up from 1,800 in Q3 2023.
  • Funds reported $101B of Blackrock stock for Q4 2023, up 33% quarter-over-quarter.
  • 276 funds opened new Blackrock positions in Q4 2023 and 112 closed out, a net change of +164 holders.
  • The largest Blackrock buyer in Q4 2023 was Morgan Stanley, an estimated $3.07B added.
  • The largest Blackrock seller in Q4 2023 was Millennium Management, an estimated $184M sold.

Based on aggregated 13F filings for Q4 2023.