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Blackrock
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Overview Fund Activity

895 hedge funds and large institutions have $50.5B invested in Blackrock in 2016 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 331 increasing their positions, 351 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
+25
Holders Change %
+2.87%
% of All Funds
23.92%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.77%
New
75
Increased
331
Reduced
351
Closed
41
Calls
$280M
Puts
$356M
Net Calls
-$76M
Net Calls Change
+$25M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$396M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$140M
3
American Century Companies
American Century Companies
Missouri
+$97.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$36.5M
5
Citadel Advisors
Citadel Advisors
Florida
+$30M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$439M
2
Ameriprise
Ameriprise
Minnesota
-$171M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$113M
4
PP
Prudential plc
United Kingdom
-$74.8M
5
Bank of America
Bank of America
North Carolina
-$56.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
651
Annex Advisory Services
Wisconsin
$574K -$9.43K -26 -2%
LNWWM
652
Laird Norton Wetherby Wealth Management
California
$574K +$13.8K +38 +2%
CA
653
Cetera Advisors
Colorado
$562K +$288K +796 +105%
DPIM
654
Duff & Phelps Investment Management
Illinois
$556K – – –
WAM
655
Wealthspire Advisors (Maryland)
Maryland
$555K +$101K +278 +22%
DCM
656
Dynamic Capital Management
Jersey
$542K +$542K +1,495 New
Jacobs Levy Equity Management
657
Jacobs Levy Equity Management
New Jersey
$535K +$535K +1,476 New
FAM
658
Formidable Asset Management
Ohio
$518K -$9.06K -25 -2%
CBU
659
CIBC Bank USA
Illinois
$514K +$31.5K +87 +7%
RCAG
660
Rehmann Capital Advisory Group
Michigan
$509K +$33.7K +93 +7%
EGA
661
E&G Advisors
Texas
$507K -$18.1K -50 -3%
Simplex Trading
662
Simplex Trading
Illinois
$505K +$505K +1,396 New
SI
663
Stephens Inc
Arkansas
$501K +$34.4K +95 +7%
EDRE
664
Edmond de Rothschild (Europe)
Luxembourg
$500K -$67K -185 -12%
CANC
665
Culbertson A N & Co
Virginia
$500K – – –
LG
666
LaFleur & Godfrey
Michigan
$498K – – –
KLI
667
Kelman-Lazarov Inc
Tennessee
$495K – – –
FPFS
668
First Personal Financial Services
North Carolina
$493K -$27.9K -77 -5%
IHL
669
Investment House LLC
California
$491K +$27.2K +75 +6%
LGC
670
Laurel Grove Capital
California
$489K – – –
BPC
671
Banque Pictet & Cie
Switzerland
$482K – – –
TWM
672
Torch Wealth Management
Ohio
$482K – – –
BHBT
673
Burke & Herbert Bank & Trust
Virginia
$481K +$27.9K +77 +6%
EFS
674
Essex Financial Services
Connecticut
$479K -$14.1K -39 -3%
SPC
675
Sigma Planning Corp
Michigan
$478K -$7.97K -22 -2%
25 26
27
28 29