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Blackrock

1,826 hedge funds and large institutions have $78.2B invested in Blackrock in 2023 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 695 increasing their positions, 737 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,826
Holders Change
+7
Holders Change %
+0.38%
% of All Funds
29.23%
Holding in Top 10
36
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-26.53%
% of All Funds
0.58%
New
150
Increased
695
Reduced
737
Closed
102
Calls
$899M
Puts
$1B
Net Calls
-$103M
Net Calls Change
+$401M
Name Holding Trade Value Shares
Change
Shares
Change %
LAM
1551
L2 Asset Management
Massachusetts
$238K +$10K +15 +4%
FSC
1552
Full Sail Capital
Oklahoma
$238K +$238K +356 New
SWMP
1553
Signature Wealth Management Partners
New Jersey
$237K +$237K +354 New
KFP
1554
Keystone Financial Planning
Ohio
$237K
HP
1555
Hyperion Partners
Pennsylvania
$236K
SGA
1556
Seaport Global Advisors
Massachusetts
$236K
WKSWA
1557
White Knight Strategic Wealth Advisors
New Jersey
$236K
HAIM
1558
Hunter Associates Investment Management
Pennsylvania
$235K
MAM
1559
Magellan Asset Management
Australia
$235K +$7.36K +11 +3%
WCM
1560
Wedge Capital Management
North Carolina
$234K +$234K +350 New
WC
1561
Weil Company
California
$234K +$670 +1 +0.3%
KAM
1562
Karani Asset Management
New York
$234K -$73.6K -110 -24%
MG
1563
Meritage Group
California
$232K +$232K +347 New
TSWM
1564
Triangle Securities Wealth Management
North Carolina
$230K
GFG
1565
Greystone Financial Group
Michigan
$230K +$230K +344 New
CI
1566
CX Institutional
Indiana
$228K -$28.7K -43 -11%
LPAM
1567
Lodestar Private Asset Management
California
$228K +$4.68K +7 +2%
FDDB
1568
Fidelity D&D Bancorp
Pennsylvania
$228K +$228K +273 New
HPIA
1569
Hamilton Point Investment Advisors
North Carolina
$228K +$20.1K +30 +10%
BLC
1570
Brown, Lisle/Cummings
Rhode Island
$227K +$16.7K +25 +8%
EW
1571
Element Wealth
Mississippi
$226K +$11.4K +17 +5%
GD
1572
Grandfield & Dodd
New York
$226K
BIP
1573
Blueprint Investment Partners
North Carolina
$225K -$709K -1,059 -76%
MHR
1574
Matthew Hamilton Rosenberg
$225K
KWM
1575
Keebeck Wealth Management
Illinois
$224K