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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 %
IFB
676
iAB Financial Bank
Indiana
$442K +$57.3K +160 +15%
CLOS
677
Compagnie Lombard Odier SCmA
Switzerland
$436K +$179K +500 +70%
AAM
678
Advisors Asset Management
Colorado
$434K -$34.3K -96 -7%
CWA
679
Constellation Wealth Advisors
New York
$434K – – –
CIA
680
Choate Investment Advisors
Massachusetts
$427K +$427K +1,195 New
AP
681
Advisor Partners
California
$426K +$78.4K +220 +23%
GCP
682
GSA Capital Partners
United Kingdom
$412K +$412K +1,153 New
BHBT
683
Burke & Herbert Bank & Trust
Virginia
$411K – – –
RGC
684
Roberts, Glore & Co
Illinois
$411K – – –
SGA
685
Strategic Global Advisors
California
$411K +$411K +1,150 New
EPM
686
Equitec Proprietary Markets
Illinois
$411K +$411K +1,150 New
LS
687
Lupo Securities
Illinois
$409K +$409K +1,144 New
BC
688
Banced Corp
Illinois
$409K -$6.79K -19 -2%
CNBT
689
Canandaigua National Bank & Trust
New York
$408K -$5.37K -15 -1%
NIMI
690
Natixis Investment Managers International
France
$393K +$393K +1,100 New
BIM
691
Baldwin Investment Management
Pennsylvania
$383K +$30.4K +85 +9%
KJHP
692
K.J. Harrison & Partners
Ontario, Canada
$375K – – –
FCB
693
First Citizens Bancorporation
South Carolina
$359K +$1.79K +5 +0.5%
TFA
694
Transamerica Financial Advisors
Florida
$358K – – –
JMH
695
J.M. Hartwell
New York
$358K – – –
FBFS
696
First Business Financial Services
Wisconsin
$353K +$15.4K +43 +5%
CTA
697
Colonial Trust Advisors
South Carolina
$349K -$143K -400 -29%
CCMG
698
Clark Capital Management Group
Pennsylvania
$348K +$7.87K +22 +2%
EFS
699
Essex Financial Services
Connecticut
$345K -$8.57K -24 -2%
JPTCCM
700
J.P. Turner & Co Capital Management
Georgia
$342K +$342K +961 New
26 27
28
29 30