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Blend Labs

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.

New
Increased
Maintained
Reduced
Closed

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: 119121 (+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: 73 (-4)

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
35
Increased
34
Reduced
22
Closed
28
Calls
$1.62M
Puts
$50K
Net Calls
+$1.57M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
LUGPI
1
Lightspeed Ultimate General Partner IX
California
$21.3M
Vanguard Group
2
Vanguard Group
Pennsylvania
$20.6M -$7.23M -4,031,595 -22%
BlackRock
3
BlackRock
New York
$17.4M +$628K +350,298 +3%
Temasek Holdings
4
Temasek Holdings
Singapore
$17.1M
GA
5
General Atlantic
New York
$16.5M
G1
6
Greylock 15
California
$14.4M
SP
7
ShawSpring Partners
Massachusetts
$14.3M +$1.01M +561,487 +6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$5.31M -$98.3K -54,860 -1%
State Street
9
State Street
Massachusetts
$5.21M -$825K -460,334 -11%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.5M +$220K +122,930 +4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$3.13M +$3.14M +1,752,788 +417%
ICM
12
Indaba Capital Management
California
$2.9M
MC
13
Metavasi Capital
New York
$2.66M +$3.31M +1,847,751 New
Northern Trust
14
Northern Trust
Illinois
$2.28M +$125K +69,869 +5%
JGC
15
J. Goldman & Co
New York
$2.2M +$444K +247,500 +19%
Charles Schwab
16
Charles Schwab
California
$1.87M +$105K +58,704 +5%
KPM
17
Kinetic Partners Management
Florida
$1.48M +$1.84M +1,028,197 New
CPWM
18
Cypress Point Wealth Management
Texas
$1.24M +$431K +240,710 +39%
Citadel Advisors
19
Citadel Advisors
Florida
$875K +$1.09M +607,669 New
N
20
Nuveen
North Carolina
$855K -$103K -57,250 -9%
HF
21
HRT Financial
New York
$795K +$990K +552,143 New
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$688K -$139K -77,323 -14%
Tudor Investment Corp
23
Tudor Investment Corp
Connecticut
$648K +$334K +186,361 +71%
Jane Street
24
Jane Street
New York
$582K +$703K +392,126 +3,230%
KL
25
KIM LLC
Kansas
$534K

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.