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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 %
LNB
826
Ledyard National Bank
$23K -$5.48K -15 -19%
HR
827
Howe & Rusling
New York
$23K – – –
AC
828
Alexandria Capital
Virginia
$23K +$5.31K +15 +30%
MCM
829
MV Capital Management
Maryland
$21K +$21K +58 New
CHC
830
City Holding Co
West Virginia
$20K – – –
HMS
831
Hanseatic Management Services
New Mexico
$19K -$717 -2 -4%
NSIM
832
North Star Investment Management
Illinois
$18K – – –
GWS
833
Glassman Wealth Services
Virginia
$18K +$18K +50 New
BCM
834
Blume Capital Management
California
$18K +$18K +50 New
UFA
835
US Financial Advisors
Massachusetts
$18K +$18K +50 New
PSI
836
Pinnacle Summer Investments
Virginia
$15K -$8.57K -24 -36%
CG
837
Colony Group
Massachusetts
$15K – – –
WCM
838
Westend Capital Management
California
$14K – – –
PSC
839
Prentiss Smith & Co
Vermont
$12K – – –
HI
840
Hudock Inc
Pennsylvania
$9K – – –
DBT
841
Dubuque Bank & Trust
Iowa
$9K – – –
IC
842
IKOS CIF
Cyprus
$8K +$8K +21 New
GWA
843
Genesis Wealth Advisors
Massachusetts
$7.52K +$7.52K +20 New
TFO
844
Tarbox Family Office
California
$7K -$1.11K -3 -14%
S
845
SignatureFD
Georgia
$6K +$6K +16 New
BC
846
Bartlett & Co
Ohio
$6K +$6K +16 New
AWM
847
AllSquare Wealth Management
New York
$6K +$6K +18 New
ST
848
Spot Trading
Illinois
$4K -$410K -1,229 -99%
AA
849
Apriem Advisors
California
$4K – – –
KT
850
Kanaly Trust
Texas
$4K +$667 +2 +20%
32 33
34
35 36