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Blackrock
BLK

Overview Fund Activity

1,372 hedge funds and large institutions have $64.7B invested in Blackrock in 2019 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 483 increasing their positions, 500 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,372
Holders Change
+114
Holders Change %
+9.06%
% of All Funds
27.09%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.45%
New
208
Increased
483
Reduced
500
Closed
75
Calls
$532M
Puts
$1.15B
Net Calls
-$614M
Net Calls Change
-$195M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$904M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.37B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.38B
4
Bank of America
Bank of America
North Carolina
$2.21B
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$363M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
$313M
2
Capital World Investors
Capital World Investors
California
$3.7B
3
Citadel Advisors
Citadel Advisors
Florida
$221M
4
AAMU
Amundi Asset Management US
Massachusetts
$146M
5
Invesco
Invesco
Georgia
$94.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
851
Wambolt & Associates
Colorado
$665K +$47.8K +95 +8%
MSA
852
Marino Stram & Associates
Massachusetts
$662K +$59.9K +119 +10%
BFS
853
Bradley Foster & Sargent
Connecticut
$661K +$30.2K +60 +5%
AF
854
Alerus Financial
North Dakota
$659K +$659K +1,310 New
CC
855
ClearArc Capital
Ohio
$658K -$231K -459 -26%
Fiera Capital (Canada)
856
Fiera Capital (Canada)
Quebec, Canada
$658K +$268K +534 +69%
SC
857
Savant Capital
Illinois
$657K +$6.03K +12 +0.9%
JGUA
858
John G. Ullman & Associates
New York
$654K -$50.3K -100 -7%
SRC
859
Sage Rhino Capital
California
$653K +$98.3K +192 +18%
ZB
860
Zions Bancorporation
Utah
$649K -$154K -307 -19%
HAG
861
HighPoint Advisor Group
Illinois
$648K -$39.7K -75 -6%
DPIM
862
Duff & Phelps Investment Management
Illinois
$646K – – –
GCA
863
Guardian Capital Advisors
Ontario, Canada
$645K -$117K -225 -15%
CH
864
Canton Hathaway
Rhode Island
$637K -$15.1K -30 -2%
BFA
865
Beaumont Financial Advisors
Massachusetts
$637K +$15.6K +31 +3%
PP
866
PagnatoKarp Partners
Virginia
$630K -$1.01K -2 -0.2%
LOAME
867
Lombard Odier Asset Management (Europe)
United Kingdom
$625K – – –
HI
868
Horizon Investments
North Carolina
$625K +$212K +421 +51%
DWM
869
Destination Wealth Management
California
$619K – – –
SS
870
Sunbelt Securities
Texas
$616K -$4.02K -8 -0.6%
FMBTD
871
First Midwest Bank Trust Division
Illinois
$614K -$5.03K -10 -0.8%
KWM
872
Keebeck Wealth Management
Illinois
$613K +$613K +1,220 New
CPIA
873
Cornell Pochily Investment Advisors
New York
$612K -$52.8K -105 -8%
EPWM
874
Essex Private Wealth Management
Massachusetts
$606K +$606K +1,206 New
GIM
875
Groesbeck Investment Management
New Jersey
$600K -$158K -314 -21%
33 34
35
36 37