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Blackbaud

283 hedge funds and large institutions have $4.1B invested in Blackbaud in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 92 increasing their positions, 105 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more capital invested

Capital invested by funds: $3.76B → $4.1B (+$340M)

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

0% more funds holding

Funds holding: 283283 (0)

3% less call options, than puts

Call options by funds: $844K | Put options by funds: $871K

1.83% less ownership

Funds ownership: 95.56%93.74% (-1.8%)

12% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 105

Holders
283
Holders Change
Holders Change %
0%
% of All Funds
4.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
30
Increased
92
Reduced
105
Closed
28
Calls
$844K
Puts
$871K
Net Calls
-$27K
Net Calls Change
+$369K
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
226
Simplex Trading
Illinois
$17K +$16.5K +207 New
PFBT
227
Parkside Financial Bank & Trust
Missouri
$16.2K +$4.78K +60 +46%
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$15.6K
SPIA
229
Steward Partners Investment Advisory
New York
$13.8K
ACM
230
Aster Capital Management
United Arab Emirates
$13K +$12.2K +153 New
EWA
231
EverSource Wealth Advisors
Alabama
$12.5K
LFA
232
LGT Financial Advisors
Texas
$12K
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$12K +$3.11K +39 +39%
SIC
234
SJS Investment Consulting
Ohio
$11.9K
WT
235
Whittier Trust
California
$11.9K
PS
236
Principal Securities
Iowa
$11.6K +$239 +3 +2%
OC
237
Oarsman Capital
Wisconsin
$10.4K +$9.8K +123 New
NA
238
NewEdge Advisors
Louisiana
$10K
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$9.31K +$1.75K +22 +25%
PTC
240
Private Trust Company
Ohio
$8.81K -$7.01K -88 -46%
VCM
241
Versant Capital Management
Arizona
$7.88K
SWM
242
Sugarloaf Wealth Management
Georgia
$6.86K
SAM
243
Smartleaf Asset Management
Massachusetts
$5.89K +$3.5K +44 +169%
FFA
244
Frazier Financial Advisors
Ohio
$5.84K
GRP
245
Global Retirement Partners
California
$5.76K
EBA
246
Eagle Bay Advisors
New York
$5.33K +$319 +4 +7%
FFA
247
Farther Finance Advisors
California
$5.33K -$7.33K -92 -59%
WTC
248
WhitTier Trust Company
Nevada
$5.08K
CFD
249
Creative Financial Designs
Indiana
$5K
ST
250
Smithfield Trust
Pennsylvania
$4K