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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
HCM
1501
Hillman Capital Management
Maryland
$330K
BBA
1502
Braun-Bostich & Associates
Pennsylvania
$330K +$284K +407 New
CA
1503
Cambridge Advisors
Nebraska
$330K
MCWS
1504
McKinley Carter Wealth Services
West Virginia
$329K -$48.2K -69 -15%
MCM
1505
Mengis Capital Management
Oregon
$329K
GBT
1506
Grove Bank & Trust
Florida
$328K -$21.6K -31 -7%
MAM
1507
Magellan Asset Management
Australia
$328K +$9.77K +14 +4%
SFG
1508
SevenBridge Financial Group
Pennsylvania
$327K -$3.49K -5 -1%
WP
1509
WealthSource Partners
California
$327K +$52.4K +75 +23%
OWA
1510
Opal Wealth Advisors
New York
$326K -$27.9K -40 -9%
QCM
1511
Qsemble Capital Management
New York
$326K -$1.81M -2,599 -87%
NRS
1512
Neville Rodie & Shaw
New York
$325K
AA
1513
Alta Advisers
United Kingdom
$325K
ZIG
1514
Zullo Investment Group
Pennsylvania
$324K -$14.7K -21 -5%
MFIM
1515
Mesirow Financial Investment Management
Illinois
$323K +$14.9M +21,278 New
MWPCG
1516
Measured Wealth Private Client Group
New Hampshire
$322K -$1.4K -2 -0.5%
VP
1517
Verum Partners
North Carolina
$321K -$5.58K -8 -2%
TC
1518
Trilogy Capital
California
$314K +$16.1K +23 +6%
SIG
1519
Sargent Investment Group
Maryland
$314K -$698 -1 -0.3%
SWM
1520
Silverlake Wealth Management
Vermont
$314K +$1.4K +2 +0.5%
BCFD
1521
Boit C.F. David
$314K
PA
1522
PFG Advisors
Arizona
$313K +$1.4K +2 +0.5%
JWA
1523
JFS Wealth Advisors
Pennsylvania
$313K +$8.38K +12 +3%
GCA
1524
Gradient Capital Advisors
California
$312K -$37.7K -54 -12%
LC
1525
LCNB Corp
Ohio
$311K -$48.9K -70 -15%

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.