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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
MWM
826
Marion Wealth Management
Pennsylvania
$1.88M +$85.9K +123 +6%
FFBTD
827
First Financial Bank - Trust Division
Ohio
$1.88M -$14K -20 -0.9%
HWP
828
Highline Wealth Partners
California
$1.87M
FCM
829
Fortis Capital Management
Washington
$1.87M +$1.61M +2,300 New
LCM
830
Liberty Capital Management
Michigan
$1.86M -$158K -226 -9%
HCA
831
Harbor Capital Advisors
Illinois
$1.86M
EVM
832
Evelyn V. Moreno
$1.85M -$2.93M -4,194 -65%
BFS
833
Bradley Foster & Sargent
Connecticut
$1.85M +$451K +646 +40%
NB
834
NBT Bank
New York
$1.84M +$327K +468 +26%
Bessemer Group
835
Bessemer Group
New Jersey
$1.82M -$984K -1,410 -39%
MGWM
836
Marks Group Wealth Management
Minnesota
$1.82M -$161K -231 -9%
TCOO
837
Trust Company of Oklahoma
Oklahoma
$1.81M -$223K -320 -13%
CGIM
838
Capital Group Investment Management
Singapore
$1.79M
AG
839
AlTi Global
New York
$1.79M +$1.54M +2,206 New
CAM
840
Cypress Asset Management
Texas
$1.79M -$2.79K -4 -0.2%
PAM
841
Panagora Asset Management
Massachusetts
$1.79M -$39.7M -56,842 -96%
GIM
842
Gold Investment Management
Alberta, Canada
$1.78M +$1.53M +2,195 New
AFC
843
AFT Forsyth & Company
Florida
$1.78M +$3.49K +5 +0.2%
TRIA
844
Trail Ridge Investment Advisors
Colorado
$1.78M
PRC
845
Pearl River Capital
Michigan
$1.77M +$521K +747 +52%
BOH
846
Bank of Hawaii
Hawaii
$1.77M -$292K -419 -16%
MAS
847
Meeder Advisory Services
Ohio
$1.76M +$4.89K +7 +0.3%
LNC
848
Lincoln National Corp
Pennsylvania
$1.75M +$269K +385 +22%
RCM
849
Radnor Capital Management
Pennsylvania
$1.75M -$38.4K -55 -2%
SLI
850
Sumitomo Life Insurance
Japan
$1.75M -$76.8K -110 -5%

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.