We are live on ! Find out more
BLK icon

Blackrock

1,931 hedge funds and large institutions have $101B invested in Blackrock in 2023 Q4 according to their latest regulatory filings, with 276 funds opening new positions, 613 increasing their positions, 816 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 276 | Existing positions closed: 112

46% more funds holding in top 10

Funds holding in top 10: 2841 (+13)

33% more capital invested

Capital invested by funds: $75.9B → $101B (+$24.7B)

7% more funds holding

Funds holding: 1,8001,931 (+131)

4.72% more ownership

Funds ownership: 78.66%83.38% (+4.7%)

6% less call options, than puts

Call options by funds: $1.35B | Put options by funds: $1.44B

25% less repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 816

Holders
1,931
Holders Change
+131
Holders Change %
+7.28%
% of All Funds
28.15%
Holding in Top 10
41
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+46.43%
% of All Funds
0.6%
New
276
Increased
613
Reduced
816
Closed
112
Calls
$1.35B
Puts
$1.44B
Net Calls
-$93.6M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
1151
Catalyst Financial Partners
Massachusetts
$762K -$158K -227 -19%
MC
1152
Matisse Capital
Oregon
$761K
LIM
1153
Loudon Investment Management
New Hampshire
$760K
PB
1154
Pinnacle Bancorp
Nebraska
$758K -$10.5K -15 -2%
WA1
1155
Wimmer Associates 1
California
$758K -$2.79K -4 -0.4%
CA
1156
Continuum Advisory
Idaho
$756K +$27.2K +39 +4%
BONST
1157
Bank of Nova Scotia Trust
Ontario, Canada
$753K
CP
1158
Canopy Partners
Ohio
$753K +$648K +928 New
MIM
1159
Morningstar Investment Management
Illinois
$753K -$90.1K -129 -12%
SCM
1160
Shelton Capital Management
Colorado
$753K -$56.5K -81 -8%
TBA
1161
Tower Bridge Advisors
Pennsylvania
$748K -$83.8K -120 -12%
RCM
1162
Raleigh Capital Management
North Carolina
$747K -$17.5K -25 -3%
DWA
1163
Douglass Winthrop Advisors
New York
$747K -$52.4K -75 -8%
BPWM
1164
Badgley Phelps Wealth Managers
Washington
$745K +$30K +43 +5%
WPW
1165
Waldron Private Wealth
Pennsylvania
$745K +$30K +43 +5%
PHIC
1166
Pine Haven Investment Counsel
Massachusetts
$743K
JWCA
1167
J.W. Cole Advisors
Florida
$741K +$246K +352 +63%
BW
1168
Bison Wealth
Georgia
$738K +$8.38K +12 +1%
LWAM
1169
Legacy Wealth Asset Management
Minnesota
$737K -$7.68K -11 -1%
FIA
1170
Foundations Investment Advisors
Arizona
$737K +$30K +43 +5%
JFL
1171
Jarislowsky, Fraser Ltd
Quebec, Canada
$735K +$632K +905 New
LGA
1172
Lebenthal Global Advisors
New York
$734K +$112K +160 +22%
PR
1173
Payden & Rygel
California
$731K -$13.2M -18,920 -95%
STCOSD
1174
Sageworth Trust Company of South Dakota
South Dakota
$731K
TFA
1175
Teamwork Financial Advisors
Texas
$723K -$42.6K -61 -6%

BLK Hedge Fund Activity: Q4 2023 in Review

1,931 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q4 2023, worth a combined $101B — up 33% from $75.9B a quarter earlier.

Buyers outnumbered sellers: 276 funds opened new BLK positions and 112 closed out — a net gain of 164 holders — while 613 added to existing stakes and 816 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.07B. The largest seller was Millennium Management, cutting an estimated $184M.

  • 1,931 institutional investors held Blackrock (BLK) as of Q4 2023, up from 1,800 in Q3 2023.
  • Funds reported $101B of Blackrock stock for Q4 2023, up 33% quarter-over-quarter.
  • 276 funds opened new Blackrock positions in Q4 2023 and 112 closed out, a net change of +164 holders.
  • The largest Blackrock buyer in Q4 2023 was Morgan Stanley, an estimated $3.07B added.
  • The largest Blackrock seller in Q4 2023 was Millennium Management, an estimated $184M sold.

Based on aggregated 13F filings for Q4 2023.