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Blackbaud

254 hedge funds and large institutions have $3.53B invested in Blackbaud in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 99 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

24% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 80

19% more capital invested

Capital invested by funds: $2.96B → $3.53B (+$572M)

3% more funds holding

Funds holding: 247254 (+7)

0.55% less ownership

Funds ownership: 96.3%95.74% (-0.55%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

80% less call options, than puts

Call options by funds: $2.24M | Put options by funds: $11M

Holders
254
Holders Change
+7
Holders Change %
+2.83%
% of All Funds
4.05%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
29
Increased
99
Reduced
80
Closed
20
Calls
$2.24M
Puts
$11M
Net Calls
-$8.79M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$4.78K
S
227
SignatureFD
Georgia
$4.64K -$659 -11 -14%
WTC
228
WhitTier Trust Company
Nevada
$4.16K
CFD
229
Creative Financial Designs
Indiana
$4.09K
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$3.81K
BIA
231
Bell Investment Advisors
California
$3.19K +$779 +13 +39%
ADL
232
Asset Dedication LLC
California
$3K
ST
233
Smithfield Trust
Pennsylvania
$3K
BWL
234
Bogart Wealth LLC
Virginia
$2.5K +$2.16K +36 New
GEA
235
Glen Eagle Advisors
New Jersey
$2.15K
PA
236
Parallel Advisors
California
$2.15K +$779 +13 +72%
CFGS
237
Concourse Financial Group Securities
Alabama
$2.01K -$60 -1 -3%
EI
238
Ellevest Inc
New York
$1.94K -$659 -11 -28%
CWP
239
Concord Wealth Partners
Virginia
$1.94K
CT
240
Colonial Trust
South Carolina
$1.91K +$1.68K +28 New
JWA
241
JFS Wealth Advisors
Pennsylvania
$1.52K -$180 -3 -12%
GWS
242
Glassman Wealth Services
Virginia
$1.52K
FMII
243
Farmers & Merchants Investments Inc
Nebraska
$1.46K
MCM
244
Manchester Capital Management
Vermont
$1.32K +$359 +6 +46%
QCG
245
Quadrant Capital Group
Ohio
$1.11K
FFL
246
Financial Freedom LLC
Ohio
$701
SC
247
Schubert & Co
Texas
$624 -$60 -1 -10%
BAAM
248
Baker Avenue Asset Management
California
$624
PWMG
249
Prestige Wealth Management Group
New Jersey
$624
AF
250
Advisornet Financial
Minnesota
$554