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Blackrock

1,825 hedge funds and large institutions have $85.6B invested in Blackrock in 2022 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 646 increasing their positions, 737 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 108

92% more funds holding in top 10

Funds holding in top 10: 2650 (+24)

32% more capital invested

Capital invested by funds: $65B → $85.6B (+$20.6B)

6% more funds holding

Funds holding: 1,7171,825 (+108)

1.21% more ownership

Funds ownership: 78.34%79.54% (+1.2%)

12% less repeat investments, than reductions

Existing positions increased: 646 | Existing positions reduced: 737

28% less call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.8B

Holders
1,825
Holders Change
+108
Holders Change %
+6.29%
% of All Funds
29.33%
Holding in Top 10
50
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+92.31%
% of All Funds
0.8%
New
242
Increased
646
Reduced
737
Closed
108
Calls
$1.29B
Puts
$1.8B
Net Calls
-$504M
Net Calls Change
-$370M
Name Holding Trade Value Shares
Change
Change in
Stake
HS
1726
Horan Securities
United States
$27.2K +$10.7K +16 +73%
LJHT
1727
Laurie J. Hall Trustee
$27K -$8.01K -12 -24%
FSWA
1728
Financial Synergies Wealth Advisors
Texas
$26.2K +$22.7K +34 +1,133%
WPWM
1729
Western Pacific Wealth Management
Illinois
$26.2K +$4.67K +7 +23%
RBC
1730
Roble Belko & Company
Pennsylvania
$25K
SN
1731
Sittner & Nelson
Oregon
$24.8K
CYG
1732
Clean Yield Group
Vermont
$24.1K +$22.7K +34 New
FCG
1733
Financial Connections Group
California
$23K +$3.34K +5 +18%
DMKJ
1734
David M. Knott Jr
$22K
MWM
1735
MinichMacGregor Wealth Management
New York
$22K +$20.7K +31 New
FFL
1736
Financial Freedom LLC
Ohio
$21.7K +$20.7K +31 New
AWM
1737
AllSquare Wealth Management
New York
$21.3K
CB
1738
Centennial Bank
Arkansas
$21.3K +$20K +30 New
HFM
1739
Harvest Fund Management
China
$21K +$7.34K +11 +58%
SIS
1740
Sound Income Strategies
Florida
$20.6K +$6.68K +10 +53%
KC
1741
Knuff & Co
California
$19.1K
PO
1742
Private Ocean
California
$18.4K
BHWM
1743
Beaird Harris Wealth Management
Texas
$18.4K +$17.4K +26 New
MPCL
1744
My Personal CFO LLC
Washington
$18.4K +$17.4K +26 New
WIM
1745
Westside Investment Management
California
$17.8K
CFFP
1746
Center for Financial Planning
Michigan
$17.7K
IGWM
1747
ICA Group Wealth Management
Colorado
$17.1K +$16K +24 New
OA
1748
Operose Advisors
Wisconsin
$17K -$33.4K -50 -68%
TJHA
1749
Thomas J. Herzfeld Advisors
Florida
$17K
Baillie Gifford & Co
1750
Baillie Gifford & Co
United Kingdom
$17K +$2K +3 +14%

BLK Hedge Fund Activity: Q4 2022 in Review

1,825 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q4 2022, worth a combined $85.6B — up 32% from $65B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new BLK positions and 108 closed out — a net gain of 134 holders — while 646 added to existing stakes and 737 trimmed.

The largest buyer was Bank of America, adding an estimated $758M. The largest seller was Capital International Investors, cutting an estimated $597M.

  • 1,825 institutional investors held Blackrock (BLK) as of Q4 2022, up from 1,717 in Q3 2022.
  • Funds reported $85.6B of Blackrock stock for Q4 2022, up 32% quarter-over-quarter.
  • 242 funds opened new Blackrock positions in Q4 2022 and 108 closed out, a net change of +134 holders.
  • The largest Blackrock buyer in Q4 2022 was Bank of America, an estimated $758M added.
  • The largest Blackrock seller in Q4 2022 was Capital International Investors, an estimated $597M sold.

Based on aggregated 13F filings for Q4 2022.