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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
Kovitz Investment Group Partners
526
Kovitz Investment Group Partners
Illinois
$6.08M -$25.8K -37 -0.5%
SWA
527
Stratos Wealth Advisors
Ohio
$6.02M +$1.22M +1,744 +31%
Credit Agricole
528
Credit Agricole
France
$6M -$1.61M -2,300 -24%
AMM
529
American Money Management
California
$5.98M +$11.2K +16 +0.2%
SNB
530
Security National Bank
Nebraska
$5.97M +$13.3K +19 +0.3%
PAM
531
Pegasus Asset Management
New York
$5.93M +$57.9K +83 +1%
SI
532
Stephens Inc
Arkansas
$5.9M +$64.9K +93 +1%
MYLI
533
Meiji Yasuda Life Insurance
Japan
$5.89M +$704K +1,009 +16%
GAM
534
Gotham Asset Management
New York
$5.87M -$481K -689 -9%
JC
535
JB Capital
Connecticut
$5.81M -$1.41M -2,025 -22%
AF
536
Arrow Financial
New York
$5.75M -$59.3K -85 -1%
CCG
537
Cypress Capital Group
Florida
$5.74M -$62.8K -90 -1%
EI
538
Ethic Inc
New York
$5.72M +$343K +492 +8%
SC
539
Sepio Capital
Utah
$5.69M -$992K -1,421 -17%
EWM
540
Empirical Wealth Management
Washington
$5.68M -$2.44M -3,493 -33%
PCTC
541
Perkins Coie Trust Company
Washington
$5.67M -$205K -293 -4%
KPWS
542
Kestra Private Wealth Services
Texas
$5.6M +$101K +145 +2%
SCP
543
Sandhill Capital Partners
New York
$5.59M -$470K -673 -9%
Wolverine Trading
544
Wolverine Trading
Illinois
$5.59M +$3.16M +4,533 +193%
GT
545
Greenleaf Trust
Michigan
$5.43M +$240K +344 +5%
MGP
546
Metis Global Partners
California
$5.43M -$333K -477 -7%
FC
547
Fulcrum Capital
Washington
$5.42M +$4.66M +6,673 New
BWM
548
Bulltick Wealth Management
Florida
$5.34M -$147K -210 -3%
VNA
549
Valley National Advisers
Pennsylvania
$5.3M -$417K -598 -8%
CA
550
Cetera Advisors
Colorado
$5.3M +$827K +1,184 +22%

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.