BLK icon

Blackrock
BLK

Overview Fund Activity

962 hedge funds and large institutions have $53B invested in Blackrock in 2016 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 351 increasing their positions, 351 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
962
Holders Change
+67
Holders Change %
+7.49%
% of All Funds
24.09%
Holding in Top 10
37
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+27.59%
% of All Funds
0.93%
New
132
Increased
351
Reduced
351
Closed
47
Calls
$261M
Puts
$460M
Net Calls
-$199M
Net Calls Change
-$123M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$460M
2
Capital World Investors
Capital World Investors
California
$1.91B
3
ClearBridge Investments
ClearBridge Investments
New York
$548M
4
AAMU
Amundi Asset Management US
Massachusetts
$186M
5
State Street
State Street
Massachusetts
$2.03B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.75B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$266M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$867M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.43B
5
Bank of New York Mellon
Bank of New York Mellon
New York
$504M
Name Holding Trade Value Shares
Change 		Shares
Change %
MUS
926
Mitsubishi UFJ Securities
Japan
$19K +$19K +50 New
MWM
927
Mascoma Wealth Management
New Hampshire
$17K +$17K +45 New
MA
928
MCF Advisors
Kentucky
$15K -$5.25K -14 -26%
GWA
929
Guidant Wealth Advisors
Illinois
$15K – – –
KT
930
Kanaly Trust
Texas
$14K -$2.21K -6 -14%
MRCM
931
M&R Capital Management
New Jersey
$13K – – –
FAN
932
Financial Advisors Network
California
$12.4K +$12.4K +33 New
AC
933
Alexandria Capital
Virginia
$12K – – –
VCM
934
Versant Capital Management
Arizona
$11K -$710 -2 -6%
HI
935
Hudock Inc
Pennsylvania
$11K – – –
LF
936
Lee Financial
Texas
$11K +$11K +31 New
CCM
937
Cribstone Capital Management
Maine
$10K -$20K -50 -67%
TFO
938
Tarbox Family Office
California
$10K – – –
FCB
939
First Command Bank
Texas
$10K +$10K +25 New
FCFS
940
First Command Financial Services
Texas
$10K +$10K +25 New
CFA
941
CT Financial Advisors
Pennsylvania
$9.51K – – –
SFS
942
Sowell Financial Services
Arkansas
$9K +$9K +24 New
HIIFS
943
Harel Insurance Investments & Financial Services
Israel
$8K -$49.1K -135 -86%
VIA
944
Vantage Investment Advisors
Pennsylvania
$8K – – –
AAP
945
Arax Advisory Partners
Colorado
$7K +$7K +18 New
WAS
946
WESPAC Advisors SoCal
California
$5.71K -$9.89K -26 -63%
SJIM
947
St. Johns Investment Management
Florida
$5K – – –
MFW
948
Mosaic Family Wealth
Missouri
$5K – – –
PFGIA
949
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$5K +12 New
CFD
950
Creative Financial Designs
Indiana
$5K +$5K +14 New
36 37
38
39 40