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Blackrock

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
Name Holding Trade Value Shares
Change
Shares
Change %
PAMG
976
Patton Albertson Miller Group
Tennessee
$406K -$20.1K -40 -5%
SCM
977
Stonebridge Capital Management
California
$404K -$264K -525 -40%
RIA
978
Realta Investment Advisors
Delaware
$401K -$61.1K -124 -13%
CA
979
Claro Advisors
Massachusetts
$401K -$31.2K -62 -7%
IWM
980
IHT Wealth Management
Illinois
$399K -$42.2K -84 -10%
SWA
981
Stratos Wealth Advisors
Ohio
$392K -$39.2K -78 -9%
FPFS
982
First Personal Financial Services
North Carolina
$391K -$31.2K -62 -7%
BTW
983
Boston Trust Walden
Massachusetts
$391K +$27.6K +55 +8%
HAM
984
Highstreet Asset Management
Ontario, Canada
$390K -$99.5K -198 -20%
RGC
985
Roberts, Glore & Co
Illinois
$390K +$163K +324 +72%
TFO
986
Tarbox Family Office
California
$389K +$375K +746 +2,763%
MWM
987
Mission Wealth Management
California
$388K -$9.05K -18 -2%
SFA
988
Sequoia Financial Advisors
Ohio
$385K +$108K +215 +39%
OC
989
Oakworth Capital
Alabama
$383K -$1.02K -2 -0.3%
MIC
990
Means Investment Company
Maine
$382K -$6.43K -12 -2%
LCM
991
Logan Capital Management
Pennsylvania
$381K
GWM
992
Geneos Wealth Management
Colorado
$378K -$115K -228 -23%
MCM
993
Mengis Capital Management
Oregon
$378K
Dodge & Cox
994
Dodge & Cox
California
$377K
MFG
995
Magnus Financial Group
New York
$376K -$24.7K -49 -6%
PHK
996
Point72 Hong Kong
Hong Kong
$375K +$375K +745 New
WKWM
997
Walter & Keenan Wealth Management
Indiana
$374K
RWA
998
Ropes Wealth Advisors
Massachusetts
$373K -$73.4K -146 -16%
KLI
999
Kelman-Lazarov Inc
Tennessee
$372K
ECM
1000
Ensemble Capital Management
California
$369K