Smart Money Radar / Tickers / BLCO

BLCO Health Care Equipment & Services

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
37
of 96 total, index funds excluded
This quarter
+9
12 out
Conviction
6 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2022Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $604M held
FundValueNote
DEUTSCHE BANK AG\ $56M
Carl Icahn $56M famous whale
Howard Marks $54M famous whale
D. E. Shaw & Co., Inc. $50M
GOLDENTREE ASSET MANAGEMENT… $42M
Silver Point Capital L.P. $36M
Davidson Kempner Capital Ma… $35M
CASPIAN CAPITAL LP $32M
GLENVIEW CAPITAL MANAGEMENT… $30M
NOMURA HOLDINGS INC $20M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.