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Burford Capital

73 hedge funds and large institutions have $5.08B invested in Burford Capital in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

598% more capital invested

Capital invested by funds: $728M → $5.08B (+$4.35B)

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

3% more funds holding

Funds holding: 7173 (+2)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.87% less ownership

Funds ownership: 32.48%31.6% (-0.87%)

5% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 20

18% less call options, than puts

Call options by funds: $319K | Put options by funds: $387K

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.28%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
8
Increased
19
Reduced
20
Closed
5
Calls
$319K
Puts
$387K
Net Calls
-$68K
Net Calls Change
+$134K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$4.38B +$3.11M +280,231 +8%
CI Investments Inc
2
CI Investments Inc
Ontario, Canada
$109M +$2.73M +245,952 +3%
BPC
3
Banque Pictet & Cie
Switzerland
$83.5M
PNAA
4
Pictet North America Advisors
Switzerland
$83.5M
Ameriprise
5
Ameriprise
Minnesota
$79M +$803K +72,298 +1%
RA
6
Rovida Advisors
Florida
$51.2M
Teacher Retirement System of Texas
7
Teacher Retirement System of Texas
Texas
$49.5M
OAG
8
Orbis Allan Gray
Bermuda
$28.8M +$1.97M +177,268 +7%
PCM
9
PenderFund Capital Management
British Columbia, Canada
$22.8M -$387K -34,817 -2%
Ninety One (UK)
10
Ninety One (UK)
United Kingdom
$20.9M -$1.42M -127,451 -6%
Bank of America
11
Bank of America
North Carolina
$18.8M +$367K +33,060 +2%
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$16.4M -$47.8K -4,300 -0.3%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$15.4M -$95.6K -8,602 -0.6%
BlackRock
14
BlackRock
New York
$14.8M +$17.5K +1,572 +0.1%
TAM
15
Timucuan Asset Management
Florida
$12.1M -$187K -16,801 -2%
Baillie Gifford & Co
16
Baillie Gifford & Co
United Kingdom
$11.3M +$2.75M +247,489 +31%
Federated Hermes
17
Federated Hermes
Pennsylvania
$10.2M +$5.3K +477 +0.1%
NONA
18
Ninety One North America
New York
$9.25M
VAM
19
Velanne Asset Management
United Kingdom
$8.61M -$6.41M -576,845 -42%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.6M +$289K +26,000 +5%
SCM
21
Stonehill Capital Management
New York
$6.25M -$4.67M -420,135 -43%
SA
22
Sycale Advisors
New York
$5.16M +$88.3K +7,950 +2%
Swiss National Bank
23
Swiss National Bank
Switzerland
$4.48M
BP
24
Bandera Partners
New York
$3.69M +$3.73M +336,102 New
CS
25
Credit Suisse
Switzerland
$2.65M -$446K -40,176 -14%

BUR Hedge Fund Activity: Q3 2021 in Review

73 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Burford Capital (BUR) for Q3 2021, worth a combined $5.08B — up 598% from $728M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BUR positions and 5 closed out — a net gain of 3 holders — while 19 added to existing stakes and 20 trimmed.

The largest buyer was Bandera Partners, opening a new position worth an estimated $3.73M. The largest seller was JP Morgan Chase, cutting an estimated $13.8M.

  • 73 institutional investors held Burford Capital (BUR) as of Q3 2021, up from 71 in Q2 2021.
  • Funds reported $5.08B of Burford Capital stock for Q3 2021, up 598% quarter-over-quarter.
  • 8 funds opened new Burford Capital positions in Q3 2021 and 5 closed out, a net change of +3 holders.
  • The largest Burford Capital buyer in Q3 2021 was Bandera Partners, an estimated $3.73M added.
  • The largest Burford Capital seller in Q3 2021 was JP Morgan Chase, an estimated $13.8M sold.

Based on aggregated 13F filings for Q3 2021.