BLK icon

Blackrock
BLK

Overview Fund Activity

859 hedge funds and large institutions have $66.5B invested in Blackrock in 2014 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 341 increasing their positions, 296 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+72
Holders Change %
+9.15%
% of All Funds
22.93%
Holding in Top 10
48
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20%
% of All Funds
1.28%
New
114
Increased
341
Reduced
296
Closed
34
Calls
$196M
Puts
$429M
Net Calls
-$233M
Net Calls Change
-$160M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.09B
2
State Street
2
State Street
Massachusetts
$2.02B
3
ClearBridge Investments
3
ClearBridge Investments
New York
$403M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.3B
5
BFA
5
BlackRock Fund Advisors
California
$488M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.45B
2
Winslow Capital Management
2
Winslow Capital Management
Minnesota
$356M
3
DCP
3
DSM Capital Partners
Florida
$80.8M
4
Ameriprise
4
Ameriprise
Minnesota
$897M
5
Morgan Stanley
5
Morgan Stanley
New York
$852M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
626
Stephens Inc
Arkansas
$643K +$3.94K +11 +0.6%
CG
627
Clinton Group
New York
$643K +$643K +1,797 New
HW
628
Hedeker Wealth
Illinois
$626K +$626K +1,750 New
ZCI
629
Zevenbergen Capital Investments
Washington
$624K +$139K +390 +29%
CBU
630
CIBC Bank USA
Illinois
$611K -$84.1K -235 -12%
CS
631
Credential Securities
$609K +$5.72K +16 +0.9%
HCM
632
Hollencrest Capital Management
California
$609K -$13.9K -39 -2%
CASB
633
Cape Ann Savings Bank
Massachusetts
$608K +$134K +375 +28%
P
634
Pitcairn
Pennsylvania
$603K -$16.1K -45 -3%
BFG
635
Beacon Financial Group
Texas
$597K +$124K +344 +26%
AIA
636
Affinity Investment Advisors
California
$594K – – –
SPC
637
Sigma Planning Corp
Michigan
$594K +$594K +1,663 New
AHS
638
Aspiriant Holdings S3
California
$592K -$49.3K -138 -8%
MCM
639
MAI Capital Management
Ohio
$587K +$112K +314 +24%
HVIA
640
Hudson Valley Investment Advisors
New York
$586K -$7.51K -21 -1%
YP
641
Yellowstone Partners
Idaho
$582K +$52.9K +148 +10%
IIM
642
Intact Investment Management
Quebec, Canada
$572K – – –
OMCS
643
Old Mutual Customised Solutions
South Africa
$572K +$71.5K +200 +14%
JIC
644
Johnson Investment Counsel
Ohio
$568K -$28.6K -80 -5%
WIS
645
Wright Investors Service
Connecticut
$567K +$132K +370 +30%
GHAM
646
Gilman Hill Asset Management
Connecticut
$563K +$89.4K +250 +19%
WB
647
WesBanco Bank
West Virginia
$558K +$2.86K +8 +0.5%
DY
648
Dowling & Yahnke
California
$553K +$112K +312 +25%
BBHC
649
Brown Brothers Harriman & Co
New York
$549K +$365K +1,020 +198%
FAAS
650
First Allied Advisory Services
California
$543K +$154K +426 +40%
24 25
26
27 28