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Blackrock
BLK

Overview Fund Activity

1,230 hedge funds and large institutions have $67B invested in Blackrock in 2018 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 515 increasing their positions, 416 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,230
Holders Change
+31
Holders Change %
+2.59%
% of All Funds
28.2%
Holding in Top 10
46
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-31.34%
% of All Funds
1.05%
New
104
Increased
515
Reduced
416
Closed
63
Calls
$395M
Puts
$678M
Net Calls
-$283M
Net Calls Change
-$77.7M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$203M
2
Bessemer Group
Bessemer Group
New Jersey
+$90.3M
3
BlackRock
BlackRock
New York
+$76.7M
4
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
+$65.5M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$56M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$498M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$354M
3
TP
Third Point
New York
-$217M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
5
Bank of America
Bank of America
North Carolina
-$73.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
951
Modera Wealth Management
New Jersey
$311K +$498 +1 +0.2%
PIA
952
Pinion Investment Advisors
Kansas
$307K +$29.9K +60 +11%
BWAM
953
Boyd Watterson Asset Management
Ohio
$306K -$403K -808 -57%
HIC
954
Holderness Investments Company
North Carolina
$304K – – –
LWAC
955
Laurel Wealth Advisors (California)
California
$303K -$6.98K -14 -2%
IWM
956
IHT Wealth Management
Illinois
$301K +$55K +110 +22%
VAM
957
Verity Asset Management
North Carolina
$300K +$87.9K +176 +41%
PFSC
958
Peoples Financial Services Corp
Pennsylvania
$299K – – –
BWM
959
Buckley Wealth Management
Nevada
$299K +$11K +22 +4%
OMC
960
Old Mission Capital
Illinois
$299K +$299K +600 New
GRP
961
Global Retirement Partners
California
$298K -$5.99K -12 -2%
PHS
962
Pekin Hardy Strauss
Illinois
$298K +$9.97K +20 +3%
LWCFA
963
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$297K – – –
JWA
964
JFS Wealth Advisors
Pennsylvania
$297K +$4.98K +10 +2%
WCM
965
Weatherstone Capital Management
Colorado
$296K -$19K -38 -6%
KSA
966
Ken Stern & Associates
California
$296K – – –
SM
967
Sciencast Management
New Jersey
$294K +$294K +583 New
CMANY
968
Capital Management Associates (New York)
New York
$294K +$294K +590 New
ATC
969
Adirondack Trust Company
New York
$292K +$2.49K +5 +0.9%
APG
970
Abacus Planning Group
South Carolina
$291K +$2.49K +5 +0.9%
LIM
971
Leavell Investment Management
Alabama
$290K +$17.4K +35 +6%
AC
972
Avestar Capital
New York
$288K +$6.62K +15 +2%
DP
973
Dearborn Partners
Illinois
$288K +$88.2K +177 +44%
OIA
974
Optimum Investment Advisors
Illinois
$287K – – –
MBT
975
Montecito Bank & Trust
California
$286K +$67.1K +135 +31%
37 38
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