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Blackbaud

257 hedge funds and large institutions have $3.58B invested in Blackbaud in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 75 increasing their positions, 104 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.5% more ownership

Funds ownership: 94.01%94.51% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $3.6B → $3.58B (-$23.1M)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

1% less funds holding

Funds holding: 260257 (-3)

28% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 104

81% less call options, than puts

Call options by funds: $759K | Put options by funds: $3.98M

Holders
257
Holders Change
-3
Holders Change %
-1.15%
% of All Funds
4.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
75
Reduced
104
Closed
24
Calls
$759K
Puts
$3.98M
Net Calls
-$3.22M
Net Calls Change
-$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
PLU
226
Performa Ltd (US)
South Carolina
$6.05K
SWM
227
Sugarloaf Wealth Management
Georgia
$5.7K
Creative Planning
228
Creative Planning
Kansas
$5.49K +$5.74K +78 New
PTC
229
Private Trust Company
Ohio
$5.42K
HMS
230
Hanseatic Management Services
New Mexico
$5.34K
ME
231
McIlrath & Eck
Washington
$5.13K -$15.3K -208 -74%
SPIA
232
Steward Partners Investment Advisory
New York
$4.85K
HIM
233
Hillsdale Investment Management
Ontario, Canada
$4.22K +$1.47K +20 +50%
WTC
234
WhitTier Trust Company
Nevada
$4.22K
CFD
235
Creative Financial Designs
Indiana
$4.15K
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$3.87K
ADL
237
Asset Dedication LLC
California
$3K
Bessemer Group
238
Bessemer Group
New Jersey
$3K
ST
239
Smithfield Trust
Pennsylvania
$3K
BIA
240
Bell Investment Advisors
California
$2.95K -$810 -11 -21%
BWL
241
Bogart Wealth LLC
Virginia
$2.53K
CT
242
Colonial Trust
South Carolina
$2.03K
CWP
243
Concord Wealth Partners
Virginia
$1.97K
JWA
244
JFS Wealth Advisors
Pennsylvania
$1.55K
GWS
245
Glassman Wealth Services
Virginia
$1.55K
FMII
246
Farmers & Merchants Investments Inc
Nebraska
$1.48K
MCM
247
Manchester Capital Management
Vermont
$1.34K
QCG
248
Quadrant Capital Group
Ohio
$1.13K
CFGS
249
Concourse Financial Group Securities
Alabama
$984
FFL
250
Financial Freedom LLC
Ohio
$711