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Blackrock
BLK

Overview Fund Activity

1,199 hedge funds and large institutions have $74.1B invested in Blackrock in 2018 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 445 increasing their positions, 486 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,199
Holders Change
+18
Holders Change %
+1.52%
% of All Funds
27.52%
Holding in Top 10
67
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.82%
% of All Funds
1.54%
New
109
Increased
445
Reduced
486
Closed
76
Calls
$421M
Puts
$627M
Net Calls
-$205M
Net Calls Change
+$309M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$448M
2
Ameriprise
Ameriprise
Minnesota
+$406M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$185M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$163M
5
Fidelity International
Fidelity International
Bermuda
+$139M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$445M
2
TP
Third Point
New York
-$252M
3
SCM
Suvretta Capital Management
New York
-$149M
4
State Street
State Street
Massachusetts
-$124M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMTCOCP
726
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$956K – – –
Lido Advisors
727
Lido Advisors
California
$941K +$159K +293 +20%
EFS
728
Essex Financial Services
Connecticut
$937K -$69.4K -128 -7%
BSW
729
Buckingham Strategic Wealth
Missouri
$936K +$26K +48 +3%
ACA
730
Atlas Capital Advisors
Wyoming
$932K +$932K +1,721 New
DC
731
Davenport & Co
Virginia
$929K -$124K -228 -12%
TH
732
Timber Hill
Connecticut
$922K +$572K +1,055 +163%
WS
733
Wedbush Securities
California
$916K -$138K -254 -13%
BP
734
Ballentine Partners
Massachusetts
$908K +$13.5K +25 +2%
CWM
735
Confluence Wealth Management
Oregon
$906K -$4.33K -8 -0.5%
CCA
736
Checchi Capital Advisers
California
$895K +$19.5K +36 +2%
HAM
737
Highstreet Asset Management
Ontario, Canada
$881K +$881K +1,626 New
MCM
738
Manchester Capital Management
Vermont
$861K +$176K +325 +26%
DWT
739
Dorsey & Whitney Trust
South Dakota
$856K -$1.08K -2 -0.1%
ORI
740
Oak Ridge Investments
Illinois
$853K -$8.67K -16 -1%
NA
741
NewEdge Advisors
Louisiana
$847K -$18.7K -36 -2%
MI
742
Markston International
New York
$840K +$107K +198 +15%
SPC
743
Sigma Planning Corp
Michigan
$827K +$15.2K +28 +2%
DWA
744
Douglass Winthrop Advisors
New York
$826K – – –
KWA
745
KCS Wealth Advisory
California
$826K +$23.8K +44 +3%
CAM
746
Covenant Asset Management
New Jersey
$823K – – –
WPA
747
West Paces Advisors
Georgia
$822K -$36.8K -68 -4%
TC
748
Toews Corporation
New Jersey
$813K +$813K +1,500 New
SWP
749
Stratos Wealth Partners
Ohio
$812K +$61.8K +114 +8%
CLOS
750
Compagnie Lombard Odier SCmA
Switzerland
$803K -$814K -1,503 -50%
28 29
30
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