We are live on ! Find out more
BLK icon

Blackrock

1,833 hedge funds and large institutions have $78.3B invested in Blackrock in 2023 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 698 increasing their positions, 738 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 102

27.79% more ownership

Funds ownership: 79.54%107.34% (+28%)

0% more funds holding

Funds holding: 1,8251,833 (+8)

5% less repeat investments, than reductions

Existing positions increased: 698 | Existing positions reduced: 738

8% less capital invested

Capital invested by funds: $85.6B → $78.3B (-$7.22B)

10% less call options, than puts

Call options by funds: $899M | Put options by funds: $1B

26% less funds holding in top 10

Funds holding in top 10: 5037 (-13)

Holders
1,833
Holders Change
+8
Holders Change %
+0.44%
% of All Funds
29.21%
Holding in Top 10
37
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-26%
% of All Funds
0.59%
New
151
Increased
698
Reduced
738
Closed
102
Calls
$899M
Puts
$1B
Net Calls
-$103M
Net Calls Change
+$401M
Name Holding Trade Value Shares
Change
Change in
Stake
NRS
1501
Neville Rodie & Shaw
New York
$268K
AA
1502
Alta Advisers
United Kingdom
$268K
KA
1503
Kerrisdale Advisers
Florida
$268K
SPA
1504
Sherbrooke Park Advisers
New York
$268K +$70.4K +100 +33%
EFG
1505
Everhart Financial Group
Ohio
$265K +$2.82K +4 +1%
GBT
1506
Grove Bank & Trust
Florida
$264K +$14.8K +21 +6%
FFG
1507
Frisch Financial Group
New York
$264K +$15.5K +22 +6%
TCM
1508
Telos Capital Management
California
$262K +$2.82K +4 +1%
WTB
1509
Washington Trust Bank
Washington
$260K +$13.4K +19 +5%
CWM
1510
Cahaba Wealth Management
Georgia
$259K -$4.93K -7 -2%
TIA
1511
Tiemann Investment Advisors
California
$258K
SIG
1512
Sargent Investment Group
Maryland
$257K +$2.82K +4 +1%
CPSAC
1513
Chas P. Smith & Associates (CPS)
Florida
$257K
WCG
1514
Weaver Consulting Group
California
$257K
AP
1515
Americana Partners
Texas
$256K +$31.7K +45 +13%
BAAM
1516
Baker Avenue Asset Management
California
$255K -$21.8K -31 -8%
AFT
1517
Alpha Family Trust
California
$254K -$17.6K -25 -6%
JFGIW
1518
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$254K +$172K +244 +179%
JAG
1519
Journey Advisory Group
Kentucky
$254K -$2.73M -3,874 -91%
APW
1520
Acima Private Wealth
Virginia
$254K
JIC
1521
Joel Isaacson & Co
New York
$254K
SWM
1522
Silverlake Wealth Management
Vermont
$254K
EM
1523
Excalibur Management
Massachusetts
$252K
GCA
1524
Gradient Capital Advisors
California
$252K -$38K -54 -13%
PA
1525
PFG Advisors
Arizona
$251K -$12K -17 -4%

BLK Hedge Fund Activity: Q1 2023 in Review

1,833 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q1 2023, worth a combined $78.3B — down 8.4% from $85.6B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new BLK positions and 102 closed out — a net gain of 49 holders — while 698 added to existing stakes and 738 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $679M. The largest seller was Fidelity Investments, cutting an estimated $490M.

  • 1,833 institutional investors held Blackrock (BLK) as of Q1 2023, up from 1,825 in Q4 2022.
  • Funds reported $78.3B of Blackrock stock for Q1 2023, down 8.4% quarter-over-quarter.
  • 151 funds opened new Blackrock positions in Q1 2023 and 102 closed out, a net change of +49 holders.
  • The largest Blackrock buyer in Q1 2023 was Capital Research Global Investors, an estimated $679M added.
  • The largest Blackrock seller in Q1 2023 was Fidelity Investments, an estimated $490M sold.

Based on aggregated 13F filings for Q1 2023.