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Blackrock
BLK

Overview Fund Activity

787 hedge funds and large institutions have $47.8B invested in Blackrock in 2014 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 325 increasing their positions, 292 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
22.85%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
1.16%
New
49
Increased
325
Reduced
292
Closed
42
Calls
$295M
Puts
$368M
Net Calls
-$72.5M
Net Calls Change
+$32.5M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$853M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.47B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$140M
4
RFC
4
Russell Frank Company
Washington
$113M
5
Deutsche Bank
5
Deutsche Bank
Germany
$166M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$3.87B
2
Capital World Investors
2
Capital World Investors
California
$469M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.45B
4
Winslow Capital Management
4
Winslow Capital Management
Minnesota
$516M
5
SCM
5
Sandler Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
576
Peloton Wealth Strategists
Indiana
$722K +$722K +2,200 New
RCM
577
RNC Capital Management
California
$714K -$24.6K -75 -3%
ASN
578
Advisory Services Network
Georgia
$714K +$323K +985 +83%
SCM
579
Schnieders Capital Management
California
$709K +$185K +565 +35%
TFCP
580
Twin Focus Capital Partners
Massachusetts
$706K – – –
Bank of Nova Scotia
581
Bank of Nova Scotia
Ontario, Canada
$704K +$41K +125 +6%
HIM
582
Hermes Investment Management
United Kingdom
$689K -$4.97M -15,136 -88%
RNS
583
Robert N. Shapiro
$665K -$133K -404 -17%
EGA
584
E&G Advisors
Texas
$657K -$32.9K -100 -5%
TMC
585
Trellus Management Company
Florida
$657K – – –
CBU
586
CIBC Bank USA
Illinois
$638K – – –
1GA
587
1st Global Advisors
Texas
$631K +$37.8K +115 +6%
CCA
588
Catalyst Capital Advisors
New York
$628K +$34.1K +104 +6%
Creative Planning
589
Creative Planning
Kansas
$627K +$375K +1,142 +149%
BT
590
Beacon Trust
New Jersey
$626K -$1.97M -6,012 -76%
MC
591
Middleton & Co
Massachusetts
$619K +$65.7K +200 +12%
KFP
592
Keystone Financial Planning
Ohio
$604K – – –
HCC
593
Hirtle Callaghan & Co
Pennsylvania
$595K -$307K -935 -34%
AHS
594
Aspiriant Holdings S3
California
$589K +$77.2K +235 +15%
DAS
595
Dynamic Advisor Solutions
Arizona
$588K +$26.3K +80 +5%
SI
596
Stephens Inc
Arkansas
$586K -$656 -2 -0.1%
WA
597
Waverly Advisors
Alabama
$579K – – –
HCM
598
Hollencrest Capital Management
California
$572K +$263K +800 +85%
P
599
Pitcairn
Pennsylvania
$567K +$52.8K +161 +10%
CS
600
Credential Securities
$559K +$26.8K +81 +5%
22 23
24
25 26