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Blackbaud

235 hedge funds and large institutions have $2.9B invested in Blackbaud in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 65 increasing their positions, 100 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $2.69B → $2.9B (+$212M)

4.5% more ownership

Funds ownership: 97.39%101.88% (+4.5%)

4% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $10M

10% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 42

2% less funds holding

Funds holding: 239235 (-4)

35% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 100

Holders
235
Holders Change
-4
Holders Change %
-1.67%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
65
Reduced
100
Closed
42
Calls
$10.5M
Puts
$10M
Net Calls
+$438K
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
201
O'Shaughnessy Asset Management
Connecticut
$29K
SPIA
202
Steward Partners Investment Advisory
New York
$27K +$8.01K +144 +44%
BCA
203
Berman Capital Advisors
Georgia
$19K +$723 +13 +4%
ASN
204
Advisory Services Network
Georgia
$13K -$2.5K -45 -17%
IPW
205
IronBridge Private Wealth
Texas
$12K +$11.3K +204 New
AF
206
Allworth Financial
California
$10K
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$9K -$6.67K -120 -43%
HWA
208
Heritage Wealth Advisors
Virginia
$7K +$6.67K +120 New
AIG
209
American International Group
New York
$6.76K -$125K -2,247 -2%
BAM
210
Barrett Asset Management
New York
$6K
PLU
211
Performa Ltd (US)
South Carolina
$6K +$5.56K +100 New
VCG
212
Vantage Consulting Group
Virginia
$6K +$5.84K +105 New
VCM
213
Versant Capital Management
Arizona
$5K -$222 -4 -4%
SWM
214
Sugarloaf Wealth Management
Georgia
$5K
GAM
215
Gemmer Asset Management
California
$5K +$111 +2 +3%
LWCFA
216
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K +$4.89K +88 New
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$4K
NFSG
218
Newbridge Financial Services Group
Florida
$4K +$667 +12 +21%
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$4K +$4.17K +75 New
AssetMark Inc
220
AssetMark Inc
California
$3K -$12.1K -218 -81%
CFD
221
Creative Financial Designs
Indiana
$3K
GWM
222
Geneos Wealth Management
Colorado
$3K
WTC
223
WhitTier Trust Company
Nevada
$3K
FCH
224
Freestone Capital Holdings
Washington
$2.3K
PA
225
Parallel Advisors
California
$2K -$1.39K -25 -40%