Blend Labs
BLND
92 hedge funds and large institutions have $854M invested in Blend Labs in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 21 closing their positions.
143% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 21
67% more funds holding in top 10
Funds holding in top 10: 9 → 15 (+6)
46% more funds holding
Funds holding: 63 → 92 (+29)
40% more call options, than puts
Call options by funds: $3.34M | Put options by funds: $2.39M
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
1.09% less ownership
Funds ownership: 54.69% → 53.6% (-1.1%)
46% less capital invested
Capital invested by funds: $1.57B → $854M (-$721M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICM
Indaba Capital Management
San Francisco,
California
|
+$46M |
| 2 |
Tiger Global Management
New York
|
+$16.5M |
| 3 |
Morgan Stanley
New York
|
+$9.25M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$7.48M |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
+$7.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFVM
Founders Fund V Management
San Francisco,
California
|
-$96.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$32.9M |
| 3 |
BlackRock
New York
|
-$28.9M |
| 4 |
WCM
Woodson Capital Management
Greenwich,
Connecticut
|
-$9.98M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$7.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IM
101
Islet Management
New York
| – | -$1.35M | -100,000 | Closed |
|
|
EC
102
EJF Capital
Arlington,
Virginia
| – | -$945K | -70,100 | Closed |
|
|
ACM
103
Axel Capital Management
New York
| – | -$674K | -50,000 | Closed |
|
|
LCH
104
Lee Capital Holdings
New York
| – | -$674K | -49,975 | Closed |
|
105
Ameriprise
Minneapolis,
Minnesota
| – | -$585K | -43,423 | Closed |
|
|
CCM
106
CAAS Capital Management
New York
| – | -$559K | -41,500 | Closed |
|
|
TRCT
107
Tower Research Capital (TRC)
New York
| – | -$252K | -21,711 | -100% |
|
108
Balyasny Asset Management
Chicago,
Illinois
| – | -$285K | -21,125 | Closed |
|
109
Marshall Wace
London,
United Kingdom
| – | -$233K | -17,278 | Closed |
|
|
RCMU
110
Rokos Capital Management (UK)
London,
United Kingdom
| – | -$141K | -10,000 | Closed |
|
|
SFFS
111
Stonehage Fleming Financial Services
St. Helier,
Jersey
| – | -$135K | -10,000 | Closed |
|
|
QT
112
Quantbot Technologies
New York
| – | -$37K | -2,774 | Closed |
|
BLND Hedge Fund Activity: Q4 2021 in Review
92 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Blend Labs (BLND) for Q4 2021, worth a combined $854M — down 46% from $1.57B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new BLND positions and 21 closed out — a net gain of 30 holders — while 13 added to existing stakes and 12 trimmed.
The largest buyer was Indaba Capital Management, adding an estimated $46M. The largest seller was Founders Fund V Management, exiting entirely with an estimated $96.7M sold.
- 92 institutional investors held Blend Labs (BLND) as of Q4 2021, up from 63 in Q3 2021.
- Funds reported $854M of Blend Labs stock for Q4 2021, down 46% quarter-over-quarter.
- 51 funds opened new Blend Labs positions in Q4 2021 and 21 closed out, a net change of +30 holders.
- The largest Blend Labs buyer in Q4 2021 was Indaba Capital Management, an estimated $46M added.
- The largest Blend Labs seller in Q4 2021 was Founders Fund V Management, an estimated $96.7M sold.
Based on aggregated 13F filings for Q4 2021.