BLK icon

Blackrock
BLK

Overview Fund Activity

774 hedge funds and large institutions have $46.1B invested in Blackrock in 2014 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 315 increasing their positions, 297 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+4
Holders Change %
+0.52%
% of All Funds
22.37%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
1.18%
New
63
Increased
315
Reduced
297
Closed
49
Calls
$160M
Puts
$334M
Net Calls
-$173M
Net Calls Change
+$70.3M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.18B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.61B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$604M
4
Morgan Stanley
4
Morgan Stanley
New York
$741M
5
Prudential Financial
5
Prudential Financial
New Jersey
$166M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.17B
2
BTS
2
BB&T Securities
Virginia
$18.4M
3
PP
3
Prudential plc
United Kingdom
$255K
4
Capital International Investors
4
Capital International Investors
California
$34.7M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
YP
626
Yellowstone Partners
Idaho
$394K +$20.1K +64 +5%
NGA
627
Naples Global Advisors
Florida
$393K +$26.7K +85 +7%
FWP
628
FAS Wealth Partners
Kansas
$388K +$10.4K +33 +3%
MWAC
629
Mariner Wealth Advisors (Cincinnati)
Ohio
$388K +$123K +391 +46%
RGC
630
Roberts, Glore & Co
Illinois
$385K – – –
CWA
631
Constellation Wealth Advisors
New York
$385K – – –
CIM
632
Calvert Investment Management
Maryland
$381K +$628 +2 +0.2%
D.E. Shaw & Co
633
D.E. Shaw & Co
New York
$377K -$5.34M -16,989 -93%
LNWWM
634
Laird Norton Wetherby Wealth Management
California
$375K -$19.5K -62 -5%
DWA
635
Douglass Winthrop Advisors
New York
$374K +$374K +1,190 New
BHBT
636
Burke & Herbert Bank & Trust
Virginia
$362K – – –
MCC
637
Mid Continent Capital
Illinois
$354K -$23.6K -75 -6%
CNBT
638
Canandaigua National Bank & Trust
New York
$349K +$34.6K +110 +11%
RCM
639
Reynolds Capital Management
Nevada
$346K – – –
MYLI
640
Meiji Yasuda Life Insurance
Japan
$343K -$16.7K -53 -5%
CIC
641
Chilton Investment Company
Connecticut
$336K -$95.4K -303 -22%
FAAS
642
First Allied Advisory Services
California
$335K +$57.6K +183 +21%
WKWM
643
Walter & Keenan Wealth Management
Indiana
$335K +$335K +1,066 New
ONB
644
Old National Bancorp
Indiana
$333K – – –
IFB
645
iAB Financial Bank
Indiana
$330K +$31.4K +100 +11%
IHL
646
Investment House LLC
California
$323K +$6.27K +20 +2%
TFA
647
Transamerica Financial Advisors
Florida
$315K – – –
JMH
648
J.M. Hartwell
New York
$314K – – –
GIS
649
Guardian Investor Services
New York
$308K -$6.6K -21 -2%
EFS
650
Essex Financial Services
Connecticut
$306K -$41.8K -133 -12%
24 25
26
27 28