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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
751
Gladstone Institutional Advisory
Florida
$2.37M -$4.19K -6 -0.2%
FG
752
Fiduciary Group
Georgia
$2.34M -$83.8K -120 -4%
LC
753
Lincoln Capital
Nebraska
$2.33M -$14.7K -21 -0.7%
EWA
754
Exencial Wealth Advisors
Oklahoma
$2.33M -$81.7K -117 -4%
HA
755
Harfst & Associates
Wyoming
$2.33M -$36.3K -52 -2%
FB
756
Fulton Bank
Pennsylvania
$2.32M +$57.2K +82 +3%
PA
757
Paralel Advisors
Colorado
$2.32M
HWM
758
HB Wealth Management
Georgia
$2.32M +$266K +381 +15%
FA
759
FDx Advisors
Illinois
$2.32M +$299K +429 +18%
BB
760
Busey Bank
Illinois
$2.31M -$153K -219 -7%
YIA
761
YHB Investment Advisors
Connecticut
$2.31M +$32.1K +46 +2%
PFT
762
Providence First Trust
Arizona
$2.31M -$80.3K -115 -4%
TWP
763
Tyche Wealth Partners
Texas
$2.3M +$1.98M +2,836 New
LSIA
764
LaSalle St. Investment Advisors
Illinois
$2.3M +$198K +283 New
AWAG
765
ARS Wealth Advisors Group
Florida
$2.29M -$524K -751 -21%
LA
766
Lindenwold Advisors
Pennsylvania
$2.29M -$26.5K -38 -1%
GRP
767
Global Retirement Partners
California
$2.29M -$531K -761 -21%
CP
768
CenterBook Partners
Connecticut
$2.29M -$339K -485 -15%
FCI
769
Financial Counselors Inc
Kansas
$2.27M +$16.1K +23 +0.8%
MWA
770
Midland Wealth Advisors
Illinois
$2.27M +$1.95M +2,793 New
FHA
771
First Horizon Advisors
Tennessee
$2.25M +$23.7K +34 +1%
SF
772
Summit Financial
New Jersey
$2.24M -$698 -1 -0%
FFA
773
Farther Finance Advisors
California
$2.24M +$1.08M +1,553 +129%
CAM
774
Covenant Asset Management
New Jersey
$2.24M -$2.79K -4 -0.1%
GIA
775
Gateway Investment Advisers
Ohio
$2.23M -$28.6K -41 -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.