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Blackrock

1,921 hedge funds and large institutions have $100B invested in Blackrock in 2023 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 610 increasing their positions, 814 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,921
Holders Change
+128
Holders Change %
+7.14%
% of All Funds
28.16%
Holding in Top 10
40
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+48.15%
% of All Funds
0.59%
New
273
Increased
610
Reduced
814
Closed
112
Calls
$1.35B
Puts
$1.44B
Net Calls
-$93.6M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WJWM
1101
Williams Jones Wealth Management
New York
$856K -$52K -64 -6%
MW
1102
Marcum Wealth
Ohio
$856K -$35.7K -44 -4%
NS
1103
NBC Securities
Alabama
$854K +$101K +124 +13%
EA
1104
Emerald Advisors
Washington
$851K +$21.1K +26 +3%
LMKC
1105
L.M. Kohn & Company
Ohio
$850K +$54.4K +67 +7%
GIM
1106
Groesbeck Investment Management
New Jersey
$849K -$60.9K -75 -7%
AIM
1107
Anchor Investment Management
South Carolina
$845K +$349K +430 +70%
VFA
1108
Voya Financial Advisors
Connecticut
$845K -$9.77K -12 -1%
AIA
1109
Alera Investment Advisors
Illinois
$839K -$30K -37 -3%
GSB
1110
Greenfield Savings Bank
Massachusetts
$838K
FWM
1111
Forza Wealth Management
Florida
$837K
BFA
1112
Beaumont Financial Advisors
Massachusetts
$835K +$2.44K +3 +0.3%
NAS
1113
Nicolet Advisory Services
Wisconsin
$835K -$29K -37 -3%
CPSC
1114
Carl P. Sherr & Co
Massachusetts
$832K
AWA
1115
Aaron Wealth Advisors
Illinois
$832K +$34.9K +43 +4%
MGIA
1116
Moneta Group Investment Advisors
Missouri
$832K +$17K +21 +2%
CGL
1117
Clarius Group LLC
Washington
$822K -$106K -131 -11%
TCOTS
1118
Trust Company of the South
North Carolina
$822K +$822K +1,012 New
CWS
1119
Cypress Wealth Services
California
$821K -$26.8K -33 -3%
KC
1120
Kingfisher Capital
North Carolina
$819K +$812 +1 +0.1%
MCM
1121
Mendel Capital Management
Arkansas
$817K +$14.6K +18 +2%
FCA
1122
Fortis Capital Advisors
Kansas
$812K
CAC
1123
Core Alternative Capital
Georgia
$797K -$45.5K -56 -5%
SAM
1124
Sompo Asset Management
Japan
$796K -$97.4K -120 -11%
CT
1125
Chicago Trust
Illinois
$796K -$203K -250 -20%