Blackbaud
BLKB
251 hedge funds and large institutions have $3.92B invested in Blackbaud in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 92 reducing their positions, and 22 closing their positions.
275% more call options, than puts
Call options by funds: $9.16M | Put options by funds: $2.44M
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
68% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 22
16% more capital invested
Capital invested by funds: $3.38B → $3.92B (+$546M)
5% more funds holding
Funds holding: 239 → 251 (+12)
3.42% more ownership
Funds ownership: 98.24% → 101.66% (+3.4%)
14% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 92
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$22M |
| 2 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$20.7M |
| 3 |
ACM
American Capital Management
New York
|
+$13.9M |
| 4 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
+$10.8M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
+$9.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
-$31.1M |
| 2 |
ESCM
Echo Street Capital Management
New York
|
-$17.5M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$9.12M |
| 4 |
Millennium Management
New York
|
-$8.22M |
| 5 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$7.61M |
BLKB Hedge Fund Activity: Q4 2021 in Review
251 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Blackbaud (BLKB) for Q4 2021, worth a combined $3.92B — up 16% from $3.38B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new BLKB positions and 22 closed out — a net gain of 15 holders — while 79 added to existing stakes and 92 trimmed.
The largest buyer was BlackRock, adding an estimated $22M. The largest seller was Brown Capital Management, cutting an estimated $31.1M.
- 251 institutional investors held Blackbaud (BLKB) as of Q4 2021, up from 239 in Q3 2021.
- Funds reported $3.92B of Blackbaud stock for Q4 2021, up 16% quarter-over-quarter.
- 37 funds opened new Blackbaud positions in Q4 2021 and 22 closed out, a net change of +15 holders.
- The largest Blackbaud buyer in Q4 2021 was BlackRock, an estimated $22M added.
- The largest Blackbaud seller in Q4 2021 was Brown Capital Management, an estimated $31.1M sold.
Based on aggregated 13F filings for Q4 2021.