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
EWA
1376
ERTS Wealth Advisors
Michigan
$437K +$10.5K +15 +3%
HCM
1377
Hall Capital Management
Rhode Island
$434K -$14K -20 -4%
RIA
1378
Regal Investment Advisors
Michigan
$434K -$9.77K -14 -3%
BCM
1379
Brookstone Capital Management
Illinois
$432K -$171K -245 -32%
CWM
1380
Curi Wealth Management
North Carolina
$431K -$13.3K -19 -3%
MSRI
1381
Michael S. Ryan Inc
New York
$429K
Arrowstreet Capital
1382
Arrowstreet Capital
Massachusetts
$429K +$369K +529 New
LWMM
1383
Legacy Wealth Management (Mississippi)
Mississippi
$429K
TAM
1384
Todd Asset Management
Kentucky
$429K
SSWM
1385
Strait & Sound Wealth Management
California
$428K
GLA
1386
Good Life Advisors
Pennsylvania
$427K -$25.8K -37 -7%
GWM
1387
Gray Wealth Management
Maine
$427K -$43.3K -62 -11%
CCP
1388
Carmel Capital Partners
California
$427K -$30K -43 -8%
WA
1389
Waverly Advisors
Alabama
$426K -$29.3K -42 -7%
3IP
1390
3Chopt Investment Partners
Virginia
$422K +$363K +520 New
FFA
1391
Founders Financial Alliance
North Carolina
$421K +$17.5K +25 +5%
EFSCE
1392
Enterprise Financial Services Corp (EFSC)
Missouri
$421K -$3.49K -5 -1%
USB
1393
Union Savings Bank
Connecticut
$418K +$32.8K +47 +10%
PIP
1394
Peachtree Investment Partners
Florida
$418K
C
1395
Certuity
Florida
$417K +$8.38K +12 +2%
CCG
1396
Catalina Capital Group
California
$416K +$357K +512 New
GIA
1397
Guyasuta Investment Advisors
Pennsylvania
$416K
TWM
1398
Tradition Wealth Management
Minnesota
$415K +$698 +1 +0.2%
PI
1399
Putnam Investments
Massachusetts
$415K
AL
1400
Aspiriant LLC
California
$414K +$27.2K +39 +8%

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.