Smart Money Radar / Tickers / BLMN

BLMN Consumer Services

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
68
of 225 total, index funds excluded
This quarter
+24
33 out
Conviction
1 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2016Mar 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 · $442M held
FundValueNote
Starboard Value LP $43M
BlackRock, Inc. $35M
ARROWSTREET CAPITAL, LIMITE… $21M
ALLIANCEBERNSTEIN L.P. $19M
VANGUARD CAPITAL MANAGEMENT… $18M
AQR CAPITAL MANAGEMENT LLC $18M
LSV ASSET MANAGEMENT $16M
PRUDENTIAL FINANCIAL INC $15M
TWO SIGMA INVESTMENTS, LP $14M
CHARLES SCHWAB INVESTMENT M… $13M

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.