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Blackbaud

262 hedge funds and large institutions have $4.77B invested in Blackbaud in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 82 increasing their positions, 89 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

33% more capital invested

Capital invested by funds: $3.58B → $4.77B (+$1.19B)

24% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 34

7.57% more ownership

Funds ownership: 94.51%102.08% (+7.6%)

2% more funds holding

Funds holding: 257262 (+5)

8% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 89

97% less call options, than puts

Call options by funds: $9K | Put options by funds: $295K

Holders
262
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
3.82%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
42
Increased
82
Reduced
89
Closed
34
Calls
$9K
Puts
$295K
Net Calls
-$286K
Net Calls Change
+$2.94M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
226
Principal Securities
Iowa
$8.5K +$7.41K +98 New
IA
227
IFP Advisors
Florida
$8.15K -$13.8K -183 -66%
VCM
228
Versant Capital Management
Arizona
$8.06K
SWM
229
Sugarloaf Wealth Management
Georgia
$7.02K
PTC
230
Private Trust Company
Ohio
$6.68K
HMS
231
Hanseatic Management Services
New Mexico
$6.59K
ME
232
McIlrath & Eck
Washington
$6.33K
PLU
233
Performa Ltd (US)
South Carolina
$6.16K -$1.14K -15 -17%
FFA
234
Frazier Financial Advisors
Ohio
$5.98K +$5.22K +69 New
TCWA
235
Turtle Creek Wealth Advisors
Texas
$5.9K +$5.14K +68 New
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$5.55K +$681 +9 +16%
WTC
237
WhitTier Trust Company
Nevada
$5.2K
CFD
238
Creative Financial Designs
Indiana
$5.12K
ST
239
Smithfield Trust
Pennsylvania
$4K
GA
240
GoalVest Advisory
New York
$3.64K -$8.4K -111 -73%
CT
241
Colonial Trust
South Carolina
$3.24K +$681 +9 +32%
BWL
242
Bogart Wealth LLC
Virginia
$3.12K
BIA
243
Bell Investment Advisors
California
$3.04K -$530 -7 -17%
ADL
244
Asset Dedication LLC
California
$3K
Bessemer Group
245
Bessemer Group
New Jersey
$3K
WPA
246
West Paces Advisors
Georgia
$2.77K +$2.42K +32 New
S
247
SignatureFD
Georgia
$2.43K -$5.07K -67 -71%
SWS
248
SYSTM Wealth Solutions
Illinois
$2.34K +$2.04K +27 New
JWA
249
JFS Wealth Advisors
Pennsylvania
$1.91K
GWS
250
Glassman Wealth Services
Virginia
$1.91K