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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 %
BSB
726
Bangor Savings Bank
Maine
$266K +$24K +67 +10%
CAW
727
Cornerstone Advisors (Washington)
Washington
$265K +$256K +715 +2,750%
LCM
728
Logan Capital Management
Pennsylvania
$262K – – –
GLI
729
Guardian Life Insurance
New York
$260K +$5.37K +15 +2%
OIA
730
Optimum Investment Advisors
Illinois
$259K -$35.7K -100 -12%
AFG
731
Albion Financial Group
Utah
$256K – – –
FWP
732
FAS Wealth Partners
Kansas
$254K -$35.7K -100 -12%
CFA
733
Cahill Financial Advisors
Minnesota
$254K – – –
NB
734
NBT Bank
New York
$254K – – –
NAMA
735
Nikko Asset Management Americas
New York
$253K +$253K +700 New
YMRC
736
Yorktown Management & Research Company
Virginia
$251K -$17.9K -50 -7%
LGC
737
Laurel Grove Capital
California
$250K – – –
LJHT
738
Laurie J. Hall Trustee
$250K – – –
GAM
739
Guinness Asset Management
United Kingdom
$250K – – –
SC
740
Savant Capital
Illinois
$250K – – –
CCM
741
CrestPoint Capital Management
Missouri
$250K – – –
AAC
742
Asset Advisors Corp
Georgia
$250K – – –
KIA
743
KCM Investment Advisors
California
$250K +$21.1K +59 +9%
CCFCSB
744
Cape Cod Five Cents Savings Bank
Massachusetts
$249K +$249K +695 New
WSTAM
745
Wilbanks Smith & Thomas Asset Management
Virginia
$248K -$23.3K -65 -9%
MYAM
746
Meiji Yasuda Asset Management
Japan
$247K +$247K +692 New
SCCM
747
Schafer Cullen Capital Management
New York
$243K – – –
HPC
748
HM Payson & Co
Maine
$243K +$17.9K +50 +8%
CA
749
Cetera Advisors
Colorado
$243K +$243K +676 New
NRS
750
Neville Rodie & Shaw
New York
$236K – – –
28 29
30
31 32