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Blackrock

1,800 hedge funds and large institutions have $75.9B invested in Blackrock in 2023 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 714 increasing their positions, 742 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

0.59% more ownership

Funds ownership: 78.07%78.66% (+0.59%)

4% less repeat investments, than reductions

Existing positions increased: 714 | Existing positions reduced: 742

3% less funds holding

Funds holding: 1,8531,800 (-53)

6% less capital invested

Capital invested by funds: $80.7B → $75.9B (-$4.81B)

10% less call options, than puts

Call options by funds: $747M | Put options by funds: $830M

22% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 119

Holders
1,800
Holders Change
-53
Holders Change %
-2.86%
% of All Funds
28.56%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.44%
New
93
Increased
714
Reduced
742
Closed
119
Calls
$747M
Puts
$830M
Net Calls
-$83.4M
Net Calls Change
-$49M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1701
Gables Capital Management
Florida
$32.3K
WTG
1702
West Tower Group
Virginia
$32.3K +$7.68K +11 +28%
WOSD
1703
WFA of San Diego
California
$31K
FAM
1704
Flaharty Asset Management
Florida
$29.7K +$32.1K +46 New
WAS
1705
Winch Advisory Services
Wisconsin
$29K
GFPC
1706
Global Financial Private Client
Florida
$28.3K
FMP
1707
Financial Management Professionals
Texas
$28K -$8.38K -12 -22%
TSWM
1708
Tyler-Stone Wealth Management
Ohio
$28K -$2.79K -4 -8%
HFS
1709
HBC Financial Services
Washington
$28K
AIC
1710
Archer Investment Corporation
Indiana
$27.2K
CWM
1711
Cedar Wealth Management
California
$27.2K
PP
1712
PFS Partners
New Jersey
$26.5K
AA
1713
AlphaMark Advisors
Kentucky
$26K
TIM
1714
Tortoise Investment Management
New York
$25.9K +$1.4K +2 +5%
LJHT
1715
Laurie J. Hall Trustee
$25K
WPWM
1716
Western Pacific Wealth Management
Illinois
$23.9K
OP
1717
ORG Partners
Indiana
$23.4K -$19.6K -28 -44%
WFA
1718
West Financial Advisors
Iowa
$23.3K +$6.99K +10 +38%
RBC
1719
Roble Belko & Company
Pennsylvania
$23K
PO
1720
Private Ocean
California
$22K -$76.8K -110 -76%
SIS
1721
Sound Income Strategies
Florida
$22K +$10.5K +15 +79%
CYG
1722
Clean Yield Group
Vermont
$21.9K
FFL
1723
Financial Freedom LLC
Ohio
$20.3K
DMKJ
1724
David M. Knott Jr
$20K
MRCM
1725
M&R Capital Management
New Jersey
$19.9K +$6.29K +9 +41%

BLK Hedge Fund Activity: Q3 2023 in Review

1,800 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q3 2023, worth a combined $75.9B — down 6% from $80.7B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of BLK and 93 opened new positions — a net loss of 26 holders — while 742 trimmed existing stakes and 714 added.

The largest buyer was Fidelity Investments, adding an estimated $265M. The largest seller was State Street, cutting an estimated $296M.

  • 1,800 institutional investors held Blackrock (BLK) as of Q3 2023, down from 1,853 in Q2 2023.
  • Funds reported $75.9B of Blackrock stock for Q3 2023, down 6% quarter-over-quarter.
  • 93 funds opened new Blackrock positions in Q3 2023 and 119 closed out, a net change of -26 holders.
  • The largest Blackrock buyer in Q3 2023 was Fidelity Investments, an estimated $265M added.
  • The largest Blackrock seller in Q3 2023 was State Street, an estimated $296M sold.

Based on aggregated 13F filings for Q3 2023.