We are live on ! Find out more
BLK icon

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
MAG
1851
MRA Advisory Group
New Jersey
-$315K -456 Closed
CI
1852
Carroll Investors
South Carolina
-$311K -451 Closed
AIP
1853
Almanack Investment Partners
Pennsylvania
-$299K -433 Closed
3IP
1854
3Chopt Investment Partners
Virginia
-$296K -429 Closed
VAM
1855
Verity Asset Management
North Carolina
-$294K -425 Closed
EBT
1856
Enterprise Bank & Trust
Massachusetts
-$283K -410 Closed
VWA
1857
Visionary Wealth Advisors
Illinois
-$283K -409 Closed
BBA
1858
Braun-Bostich & Associates
Pennsylvania
-$277K -401 Closed
VWA
1859
V Wealth Advisors
Kansas
-$276K -399 Closed
AFO
1860
Arrowroot Family Office
California
-$275K -398 Closed
KA
1861
Klingman & Associates
New York
-$270K -390 Closed
MPI
1862
Mairs & Power Inc
Minnesota
-$263K -380 Closed
AP
1863
Arlington Partners
Alabama
-$256K -370 Closed
APIM
1864
Agate Pass Investment Management
Washington
-$254K -368 Closed
MFG
1865
Menard Financial Group
Texas
-$251K -363 Closed
CPSAC
1866
Chas P. Smith & Associates (CPS)
Florida
-$250K -362 Closed
SGA
1867
Seaport Global Advisors
Massachusetts
-$244K -353 Closed
HAIM
1868
Hunter Associates Investment Management
Pennsylvania
-$242K -350 Closed
LPAM
1869
Lodestar Private Asset Management
California
-$241K -349 Closed
GFG
1870
Greystone Financial Group
Michigan
-$232K -336 Closed
NWM
1871
Northcape Wealth Management
New York
-$232K -336 Closed
BCM
1872
Brooktree Capital Management
Michigan
-$230K -333 Closed
CCM
1873
Crew Capital Management
Ohio
-$225K -325 Closed
LS
1874
Leelyn Smith
Illinois
-$224K -325 Closed
Group One Trading
1875
Group One Trading
Illinois
-$223K -319 Closed

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.