We are live on ! Find out more
BLK icon

Blackrock

1,717 hedge funds and large institutions have $65B invested in Blackrock in 2022 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 786 increasing their positions, 586 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 786 | Existing positions reduced: 586

0.71% more ownership

Funds ownership: 77.63%78.34% (+0.71%)

8% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 114

2% less funds holding

Funds holding: 1,7511,717 (-34)

9% less capital invested

Capital invested by funds: $71.1B → $65B (-$6.15B)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

13% less call options, than puts

Call options by funds: $916M | Put options by funds: $1.05B

Holders
1,717
Holders Change
-34
Holders Change %
-1.94%
% of All Funds
29.57%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.45%
New
105
Increased
786
Reduced
586
Closed
114
Calls
$916M
Puts
$1.05B
Net Calls
-$134M
Net Calls Change
+$347M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1276
Jacobi Capital Management
Pennsylvania
$360K -$9.16K -14 -2%
AWM
1277
Aberdeen Wealth Management
Illinois
$360K
KA
1278
Kozak & Associates
Colorado
$360K
FFN
1279
Focus Financial Network
Minnesota
$360K -$1.31K -2 -0.3%
BAM
1280
Bosun Asset Management
Illinois
$358K -$91K -139 -18%
PGWM
1281
Parisi Gray Wealth Management
New Jersey
$358K +$3.27K +5 +0.8%
GWM
1282
Geneos Wealth Management
Colorado
$357K +$32.7K +50 +8%
HAIM
1283
Hunter Associates Investment Management
Pennsylvania
$356K
QI
1284
Qtron Investments
Massachusetts
$351K +$195K +298 +88%
LMKC
1285
L.M. Kohn & Company
Ohio
$350K -$10.5K -16 -2%
GWANC
1286
Guardian Wealth Advisors (North Carolina)
North Carolina
$350K +$147K +224 +54%
MWM
1287
Modera Wealth Management
New Jersey
$348K +$28.8K +44 +7%
FAIM
1288
Financial Advocates Investment Management
Washington
$346K -$478K -731 -52%
LGA
1289
Lebenthal Global Advisors
New York
$345K -$26.2K -40 -6%
NFC
1290
Northeast Financial Consultants
Connecticut
$345K
NHC
1291
Nicholas Hoffman & Company
Georgia
$343K +$10.5K +16 +3%
HIC
1292
Holderness Investments Company
North Carolina
$342K
AFM
1293
Andesa Financial Management
Pennsylvania
$341K +$405K +618 New
WHCI
1294
W.H. Cornerstone Investments
Massachusetts
$339K +$418K +638 New
IP
1295
Investment Partners
Ohio
$338K +$109K +167 +37%
BIAS
1296
Beacon Investment Advisory Services
New Jersey
$338K +$155K +237 +63%
PCA
1297
Personal Capital Advisors
California
$338K +$156K +239 +64%
IF
1298
Intrua Financial
Texas
$337K -$94.9K -145 -19%
WG
1299
Welch Group
Alabama
$337K -$17.7K -27 -4%
DG
1300
DMC Group
Alabama
$336K +$38.6K +59 +11%

BLK Hedge Fund Activity: Q3 2022 in Review

1,717 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q3 2022, worth a combined $65B — down 8.7% from $71.1B a quarter earlier.

Sellers outnumbered buyers: 114 funds closed out of BLK and 105 opened new positions — a net loss of 9 holders — while 586 trimmed existing stakes and 786 added.

The largest buyer was Fisher Asset Management, adding an estimated $996M. The largest seller was Wellington Management Group, cutting an estimated $820M.

  • 1,717 institutional investors held Blackrock (BLK) as of Q3 2022, down from 1,751 in Q2 2022.
  • Funds reported $65B of Blackrock stock for Q3 2022, down 8.7% quarter-over-quarter.
  • 105 funds opened new Blackrock positions in Q3 2022 and 114 closed out, a net change of -9 holders.
  • The largest Blackrock buyer in Q3 2022 was Fisher Asset Management, an estimated $996M added.
  • The largest Blackrock seller in Q3 2022 was Wellington Management Group, an estimated $820M sold.

Based on aggregated 13F filings for Q3 2022.