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Blackrock
BLK

Overview Fund Activity

1,199 hedge funds and large institutions have $74.1B invested in Blackrock in 2018 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 445 increasing their positions, 486 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,199
Holders Change
+18
Holders Change %
+1.52%
% of All Funds
27.52%
Holding in Top 10
67
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.82%
% of All Funds
1.54%
New
109
Increased
445
Reduced
486
Closed
76
Calls
$421M
Puts
$627M
Net Calls
-$205M
Net Calls Change
+$309M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$448M
2
Ameriprise
Ameriprise
Minnesota
+$406M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$185M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$163M
5
Fidelity International
Fidelity International
Bermuda
+$139M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$445M
2
TP
Third Point
New York
-$252M
3
SCM
Suvretta Capital Management
New York
-$149M
4
State Street
State Street
Massachusetts
-$124M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFWA
1101
RPg Family Wealth Advisory
Massachusetts
$76.4K +$76.4K +141 New
BWP
1102
Baldwin Wealth Partners
Massachusetts
$73K +$32.4K +60 +80%
PSC
1103
Prentiss Smith & Co
Vermont
$72K – – –
SIAS
1104
Shine Investment Advisory Services
Colorado
$69K +$16.3K +30 +31%
MWM
1105
Mascoma Wealth Management
New Hampshire
$68K – – –
AAP
1106
Arax Advisory Partners
Colorado
$66K -$12.4K -23 -16%
HFP
1107
Holistic Financial Partners
Indiana
$66K +$2.71K +5 +4%
KA
1108
Kaizen Advisory
Illinois
$65K – – –
CPIG
1109
Chicago Partners Investment Group
Illinois
$65K +$27.1K +50 +71%
NCM
1110
Nelson Capital Management
California
$63K -$29.6K -55 -32%
NSIM
1111
North Star Investment Management
Illinois
$63K -$4.35K -8 -6%
RIA
1112
RPG Investment Advisory
California
$61K – – –
CFA
1113
Carroll Financial Associates
North Carolina
$60K – – –
JG
1114
Jefferies Group
New York
$57K -$645K -1,188 -92%
FMB
1115
Field & Main Bank
Kentucky
$55K – – –
BA
1116
Ballew Advisors
Mississippi
$55K +$55K +102 New
LA
1117
Legacy Advisors
Pennsylvania
$55K +$55K +105 New
CHC
1118
City Holding Co
West Virginia
$51K – – –
P8IP
1119
Pier 88 Investment Partners
California
$51K +$51K +95 New
JGIA
1120
Jackson Grant Investment Advisers
Connecticut
$50K +$50K +91 New
MCM
1121
MV Capital Management
Maryland
$47K – – –
FGC
1122
Financial Gravity Companies
Texas
$47K +$42.9K +83 +1,038%
FGAM
1123
Financial Gravity Asset Management
Texas
$47K +$47K +91 New
LF
1124
Lee Financial
Texas
$44K -$18.2K -34 -29%
DAM
1125
Delta Asset Management
Tennessee
$44K – – –
43 44
45
46 47