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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
GIA
651
GHP Investment Advisors
Colorado
$3.42M +$20.9K +30 +0.7%
MWM
652
Mattern Wealth Management
Kansas
$3.4M +$111K +159 +4%
BFS
653
Bard Financial Services
Connecticut
$3.4M -$34.9K -50 -1%
BCM
654
Buckhead Capital Management
Georgia
$3.38M +$814K +1,166 +39%
CAL
655
Capital Analysts LLC
Pennsylvania
$3.36M +$76.1K +109 +3%
KCM
656
Kanawha Capital Management
Virginia
$3.34M -$20.2K -29 -0.7%
AWM
657
Avior Wealth Management
Nebraska
$3.33M -$7.68K -11 -0.3%
MCA
658
MSH Capital Advisors
Arizona
$3.33M -$12.6K -18 -0.4%
BFC
659
Blue Fin Capital
Rhode Island
$3.32M -$105K -151 -4%
VAS
660
Vestmark Advisory Solutions
Massachusetts
$3.32M +$66.3K +95 +2%
RSWM
661
Robertson Stephens Wealth Management
California
$3.32M -$9.77K -14 -0.3%
SWP
662
Stratos Wealth Partners
Ohio
$3.31M +$114K +163 +4%
ST
663
Somerset Trust
Pennsylvania
$3.3M -$88K -126 -3%
TCA
664
Trifecta Capital Advisors
Illinois
$3.28M +$64.9K +93 +2%
ECM
665
Everence Capital Management
Indiana
$3.25M -$1.01M -1,443 -27%
CCM
666
Campbell Capital Management
Florida
$3.25M +$2.79M +4,000 New
AIMCA
667
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.25M +$419K +600 +18%
ASN
668
Advisory Services Network
Georgia
$3.24M -$27.9K -40 -1%
VCAM
669
Van Cleef Asset Management
Ohio
$3.24M -$29.3K -42 -1%
MBTD
670
Mechanics Bank - Trust Department
California
$3.24M -$517K -741 -16%
MNG
671
Manning & Napier Group
New York
$3.22M -$18.8K -27 -0.7%
VWMG
672
Virginia Wealth Management Group
Virginia
$3.21M -$646K -925 -19%
IPW
673
Inlet Private Wealth
Florida
$3.19M -$171K -245 -6%
HA
674
Harbor Advisors
Florida
$3.19M
CW
675
CIC Wealth
Maryland
$3.17M -$37.7K -54 -1%

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.