Blackbaud
BLKB
184 hedge funds and large institutions have $2.83B invested in Blackbaud in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 74 reducing their positions, and 13 closing their positions.
90% more call options, than puts
Call options by funds: $3.48M | Put options by funds: $1.83M
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
19% more capital invested
Capital invested by funds: $2.38B → $2.83B (+$450M)
4% more funds holding
Funds holding: 177 → 184 (+7)
11% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
+$42.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$31.4M |
| 3 |
FAM
Fred Alger Management
New York
|
+$9.65M |
| 4 |
PIP
Permian Investment Partners
Dallas,
Texas
|
+$6.36M |
| 5 |
Janus Henderson Group
London,
|
+$6.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$30.3M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$24.7M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$16.1M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$14M |
| 5 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$6.05M |
BLKB Hedge Fund Activity: Q2 2015 in Review
184 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Blackbaud (BLKB) for Q2 2015, worth a combined $2.83B — up 19% from $2.38B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new BLKB positions and 13 closed out — a net gain of 7 holders — while 66 added to existing stakes and 74 trimmed.
The largest buyer was VanEck Associates, opening a new position worth an estimated $42.6M. The largest seller was Boston Trust Walden, exiting entirely with an estimated $30.3M sold.
- 184 institutional investors held Blackbaud (BLKB) as of Q2 2015, up from 177 in Q1 2015.
- Funds reported $2.83B of Blackbaud stock for Q2 2015, up 19% quarter-over-quarter.
- 20 funds opened new Blackbaud positions in Q2 2015 and 13 closed out, a net change of +7 holders.
- The largest Blackbaud buyer in Q2 2015 was VanEck Associates, an estimated $42.6M added.
- The largest Blackbaud seller in Q2 2015 was Boston Trust Walden, an estimated $30.3M sold.
Based on aggregated 13F filings for Q2 2015.