We are live on ! Find out more
BLK icon

Blackrock

1,260 hedge funds and large institutions have $57B invested in Blackrock in 2019 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 502 increasing their positions, 484 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 79

4% more repeat investments, than reductions

Existing positions increased: 502 | Existing positions reduced: 484

0% less funds holding

Funds holding: 1,2661,260 (-6)

0.68% less ownership

Funds ownership: 83.48%82.8% (-0.68%)

6% less capital invested

Capital invested by funds: $60.6B → $57B (-$3.66B)

11% less funds holding in top 10

Funds holding in top 10: 2825 (-3)

46% less call options, than puts

Call options by funds: $489M | Put options by funds: $908M

Holders
1,260
Holders Change
-6
Holders Change %
-0.47%
% of All Funds
27.63%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.55%
New
84
Increased
502
Reduced
484
Closed
79
Calls
$489M
Puts
$908M
Net Calls
-$419M
Net Calls Change
-$9.43M
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
526
Level Four Advisory Services
Texas
$2.52M +$159K +358 +7%
GG
527
Gofen & Glossberg
Illinois
$2.49M +$49K +110 +2%
LAIC
528
Lederer & Associates Investment Counsel
California
$2.49M +$1.34K +3 +0.1%
SNT
529
Security National Trust
West Virginia
$2.48M -$22.3K -50 -0.9%
NWM
530
Nicola Wealth Management
British Columbia, Canada
$2.45M -$4.45M -10,000 -65%
NIC
531
Northwest Investment Counselors
Oregon
$2.44M +$20K +45 +0.8%
EOJOAM
532
E. Ohman J:or Asset Management
Sweden
$2.41M +$178K +400 +8%
PA
533
PFW Advisors
Georgia
$2.36M +$1.11M +2,490 New
DADC
534
D.A. Davidson & Co
Montana
$2.32M +$466K +1,046 +25%
Wealthfront Advisers
535
Wealthfront Advisers
California
$2.31M -$147K -331 -6%
DIA
536
Dana Investment Advisors
Wisconsin
$2.31M +$157K +352 +7%
MIM
537
Miller Investment Management
Pennsylvania
$2.29M
HCM
538
Hengehold Capital Management
Ohio
$2.29M +$38.7K +87 +2%
PIM
539
Penobscot Investment Management
Massachusetts
$2.28M -$75.7K -170 -3%
IMOV
540
Investment Management of Virginia
Virginia
$2.28M -$13.4K -30 -0.6%
SCA
541
Stokes Capital Advisors
South Carolina
$2.28M +$71.3K +160 +3%
WC
542
Winmill & Co
New York
$2.27M +$2.27M +5,100 New
NPP
543
New Potomac Partners
Maryland
$2.26M +$15.6K +35 +0.7%
IC
544
Investment Counsel
Michigan
$2.24M +$13.4K +30 +0.6%
WCM
545
Wunderlich Capital Managemnt
Tennessee
$2.23M -$19.6K -44 -0.9%
OIM
546
Opus Investment Management
Massachusetts
$2.23M +$1.56M +3,500 +233%
EHC
547
Everett Harris & Co
California
$2.21M -$177K -397 -7%
GIC
548
Gantzert Investment Company
Illinois
$2.21M +$102K +228 +5%
HA
549
Harbor Advisors
Florida
$2.19M
CIC
550
Cincinnati Indemnity Company
Ohio
$2.18M

BLK Hedge Fund Activity: Q3 2019 in Review

1,260 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q3 2019, worth a combined $57B — down 6% from $60.6B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new BLK positions and 79 closed out — a net gain of 5 holders — while 502 added to existing stakes and 484 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $274M. The largest seller was UBS Group, cutting an estimated $313M.

  • 1,260 institutional investors held Blackrock (BLK) as of Q3 2019, down from 1,266 in Q2 2019.
  • Funds reported $57B of Blackrock stock for Q3 2019, down 6% quarter-over-quarter.
  • 84 funds opened new Blackrock positions in Q3 2019 and 79 closed out, a net change of +5 holders.
  • The largest Blackrock buyer in Q3 2019 was Citadel Advisors, an estimated $274M added.
  • The largest Blackrock seller in Q3 2019 was UBS Group, an estimated $313M sold.

Based on aggregated 13F filings for Q3 2019.