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Blend Labs

110 hedge funds and large institutions have $296M invested in Blend Labs in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 8

129% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 14

99% more capital invested

Capital invested by funds: $149M → $296M (+$147M)

29% more funds holding

Funds holding: 85110 (+25)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

2.64% more ownership

Funds ownership: 46.02%48.67% (+2.6%)

34% less call options, than puts

Call options by funds: $138K | Put options by funds: $209K

Holders
110
Holders Change
+25
Holders Change %
+29.41%
% of All Funds
1.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
35
Increased
32
Reduced
14
Closed
8
Calls
$138K
Puts
$209K
Net Calls
-$71K
Net Calls Change
-$167K
Name Holding Trade Value Shares
Change
Change in
Stake
GA
1
General Atlantic
New York
$48.8M
F
2
Formation8
California
$41.4M +$24.5M +16,220,511 New
Temasek Holdings
3
Temasek Holdings
Singapore
$30.3M
EIG
4
EdgePoint Investment Group
Ontario, Canada
$29.8M -$934K -619,458 -5%
G1
5
Greylock 15
California
$25.6M
Vanguard Group
6
Vanguard Group
Pennsylvania
$23.5M +$92.5K +61,326 +0.7%
EGP
7
Emergence GP Partners
California
$10.8M +$6.4M +4,244,379 New
JGC
8
J. Goldman & Co
New York
$10.4M +$275K +181,986 +5%
SP
9
ShawSpring Partners
Massachusetts
$10.2M -$1.09M -720,385 -15%
MC
10
Metavasi Capital
New York
$8.85M +$698K +462,625 +15%
Millennium Management
11
Millennium Management
New York
$8.02M +$214K +141,985 +5%
BlackRock
12
BlackRock
New York
$5.88M +$348K +231,011 +11%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.29M +$8.91K +5,910 +0.4%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$4.27M +$2.03M +1,345,326 +408%
ICM
15
Irenic Capital Management
New York
$2.93M -$1.8M -1,190,609 -51%
Renaissance Technologies
16
Renaissance Technologies
New York
$2.46M +$385K +255,349 +36%
Charles Schwab
17
Charles Schwab
California
$2.31M +$25K +16,561 +2%
State Street
18
State Street
Massachusetts
$1.76M +$28.5K +18,900 +3%
Citigroup
19
Citigroup
New York
$1.68M +$422K +279,528 +74%
LSAG
20
Lake Street Advisors Group
New Hampshire
$1.21M
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$1.16M +$353K +234,321 +106%
Invesco
22
Invesco
Georgia
$966K +$6.36K +4,216 +1%
GIPM
23
G2 Investment Partners Management
New York
$956K +$566K +375,000 New
KL
24
KIM LLC
Kansas
$946K
BOCH
25
Blue Owl Capital Holdings
New York
$922K

BLND Hedge Fund Activity: Q4 2023 in Review

110 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Blend Labs (BLND) for Q4 2023, worth a combined $296M — up 99% from $149M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BLND positions and 8 closed out — a net gain of 27 holders — while 32 added to existing stakes and 14 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.03M. The largest seller was Fidelity Investments, cutting an estimated $2.27M.

  • 110 institutional investors held Blend Labs (BLND) as of Q4 2023, up from 85 in Q3 2023.
  • Funds reported $296M of Blend Labs stock for Q4 2023, up 99% quarter-over-quarter.
  • 35 funds opened new Blend Labs positions in Q4 2023 and 8 closed out, a net change of +27 holders.
  • The largest Blend Labs buyer in Q4 2023 was Susquehanna International Group, an estimated $2.03M added.
  • The largest Blend Labs seller in Q4 2023 was Fidelity Investments, an estimated $2.27M sold.

Based on aggregated 13F filings for Q4 2023.