Blend Labs
BLND
121 hedge funds and large institutions have $170M invested in Blend Labs in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 28 closing their positions.
3,140% more call options, than puts
Call options by funds: $1.62M | Put options by funds: $50K
55% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 22
25% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 28
2% more funds holding
Funds holding: 119 → 121 (+2)
8.18% less ownership
Funds ownership: 61.85% → 53.67% (-8.2%)
43% less capital invested
Capital invested by funds: $300M → $170M (-$131M)
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Metavasi Capital
Larchmont,
New York
|
+$3.31M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.14M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.09M |
| 4 |
SP
ShawSpring Partners
Boston,
Massachusetts
|
+$1.01M |
| 5 |
HF
HRT Financial
New York
|
+$990K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MP
MFN Partners
Boston,
Massachusetts
|
-$18.5M |
| 2 |
Tiger Global Management
New York
|
-$13.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$7.23M |
| 4 |
HEC
Hudson Executive Capital
New York
|
-$2.21M |
| 5 |
State Street
Boston,
Massachusetts
|
-$825K |
BLND Hedge Fund Activity: Q4 2022 in Review
121 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Blend Labs (BLND) for Q4 2022, worth a combined $170M — down 43% from $300M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new BLND positions and 28 closed out — a net gain of 7 holders — while 34 added to existing stakes and 22 trimmed.
The largest buyer was Metavasi Capital, opening a new position worth an estimated $3.31M. The largest seller was MFN Partners, exiting entirely with an estimated $18.5M sold.
- 121 institutional investors held Blend Labs (BLND) as of Q4 2022, up from 119 in Q3 2022.
- Funds reported $170M of Blend Labs stock for Q4 2022, down 43% quarter-over-quarter.
- 35 funds opened new Blend Labs positions in Q4 2022 and 28 closed out, a net change of +7 holders.
- The largest Blend Labs buyer in Q4 2022 was Metavasi Capital, an estimated $3.31M added.
- The largest Blend Labs seller in Q4 2022 was MFN Partners, an estimated $18.5M sold.
Based on aggregated 13F filings for Q4 2022.