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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 %
JFA
701
JNBA Financial Advisors
Minnesota
$338K – – –
DPI
702
Diversified Portfolios Inc
Michigan
$333K +$333K +932 New
BA
703
Birinyi Associates
Connecticut
$325K +$325K +909 New
KCM
704
Kornitzer Capital Management
Kansas
$322K +$35.8K +100 +13%
WS
705
Wedbush Securities
California
$322K +$41.5K +116 +15%
NIT
706
NumerixS Investment Technologies
British Columbia, Canada
$322K +$322K +900 New
UR
707
USCA RIA
Texas
$320K – – –
NIS
708
National Investment Services
Wisconsin
$317K -$3.38M -9,434 -91%
AssetMark Inc
709
AssetMark Inc
California
$317K +$357 +1 +0.1%
FM
710
Foster & Motley
Ohio
$316K +$17.9K +50 +6%
GIS
711
Guardian Investor Services
New York
$315K -$2.5K -7 -0.8%
JWBC
712
J.W. Burns & Co
New York
$315K – – –
Mariner
713
Mariner
Kansas
$309K +$38.6K +108 +14%
NCGI
714
Next Century Growth Investors
Minnesota
$303K – – –
PFBT
715
Parkside Financial Bank & Trust
Missouri
$302K +$23.3K +65 +8%
ARMT
716
Amica Retiree Medical Trust
Rhode Island
$296K – – –
SWP
717
Stratos Wealth Partners
Ohio
$296K +$296K +828 New
PP
718
Prudential plc
United Kingdom
$290K – – –
D.E. Shaw & Co
719
D.E. Shaw & Co
New York
$289K -$34.5M -96,443 -99%
ISL
720
Ingalls & Snyder LLC
New York
$286K -$35.8K -100 -11%
ORI
721
Oak Ridge Investments
Illinois
$282K -$2.15K -6 -0.8%
WJA
722
Williams Jones & Associates
New York
$278K +$135K +378 +95%
SCM
723
Sterling Capital Management
North Carolina
$276K +$13.2K +37 +5%
III
724
Independent Investors Inc
New York
$275K – – –
CC
725
Capital Counsel
New York
$268K – – –
27 28
29
30 31