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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 %
GAM
851
Gemmer Asset Management
California
$4K +$1.82K +5 +83%
LWA
852
Lowe Wealth Advisors
Maryland
$4K +$4K +10 New
IMS
853
Index Management Solutions
Pennsylvania
$3K -$49.7K -116 -94%
NC
854
NewSquare Capital
Pennsylvania
$3K – – –
PWM
855
ParenteBeard Wealth Management
Pennsylvania
$2.51K -$4.56K -1,632 -64%
CAL
856
Capital Advisors Ltd
Ohio
$1K – – –
GI
857
Gradient Investments
Minnesota
$1K +$1K +2 New
IF
858
Ironwood Financial
Arizona
$1K +$1K +2 New
OC
859
Oakworth Capital
Alabama
$1K +$1K +4 New
BRWA
860
B. Riley Wealth Advisors
Florida
$49 +$49 +136 New
LOAMS
861
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$16.5M -50,067 Closed
DSI
862
Daiwa SB Investments
Japan
– -$13.3M -40,565 Closed
PP
863
PDT Partners
New York
– -$12.6M -38,447 Closed
1832 Asset Management
864
1832 Asset Management
Ontario, Canada
– -$11.3M -34,400 Closed
MME
865
Meag Munich Ergo
Germany
– -$10.3M -31,448 Closed
FG
866
FSI Group
Ohio
– -$10.2M -31,139 Closed
AF
867
Ally Financial
Michigan
– -$4.93M -15,000 Closed
Millennium Management
868
Millennium Management
New York
– -$2.6M -7,909 Closed
GIM
869
Greenwich Investment Management
Connecticut
– -$2.55M -7,775 Closed
FAM
870
Foothills Asset Management
Arizona
– -$2.41M -7,347 Closed
WCA
871
Westover Capital Advisors
Delaware
– -$2.11M -6,410 Closed
AIS
872
AlphaOne Investment Services
Pennsylvania
– -$1.71M -5,200 Closed
SFM
873
Soros Fund Management
New York
– -$1.64M -5,000 Closed
JG
874
Jefferies Group
New York
– -$1.48M -4,518 Closed
UOC
875
UBS O'Connor
Illinois
– -$1.18M -3,602 Closed
32 33 34
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