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Burlington
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Overview Fund Activity

510 hedge funds and large institutions have $15.6B invested in Burlington in 2024 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 206 increasing their positions, 170 reducing their positions, and 40 closing their positions.

Holders
510
Holders Change
+43
Holders Change %
+9.21%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
89
Increased
206
Reduced
170
Closed
40
Calls
$665M
Puts
$397M
Net Calls
+$268M
Net Calls Change
+$38.6M

Top Buyers

1
SIM
1
SRS Investment Management
New York
$241M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$906M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$65M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$59.1M
5
Squarepoint
5
Squarepoint
New York
$59.9M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$617M
2
Capital International Investors
2
Capital International Investors
California
$1.46B
3
Coatue Management
3
Coatue Management
New York
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$85.4M
5
BCPEMI
5
Bain Capital Public Equity Management II
Massachusetts
$30.2M
Name Market Value Shares Shares
Change 		Shares
Change %
GIA
251
Gateway Investment Advisers
Ohio
$1.21M 5,040 +1,749 +53%
Credit Agricole
252
Credit Agricole
France
$1.19M 4,972 +4,972 New
SMDAM
253
Sumitomo Mitsui DS Asset Management
Japan
$1.19M 4,964 -5 -0.1%
TCM
254
Tributary Capital Management
Nebraska
$1.19M 4,941 -49 -1%
MSRPS
255
Maryland State Retirement & Pension System
Maryland
$1.18M 4,932 – –
Nordea Investment Management
256
Nordea Investment Management
Sweden
$1.15M 4,749 +367 +8%
Swedbank
257
Swedbank
Sweden
$1.14M 4,741 – –
CB
258
Commerce Bank
Missouri
$1.11M 4,645 +31 +0.7%
IIM
259
INTECH Investment Management
Florida
$1.11M 4,621 +2,062 +81%
MPM
260
MBB Public Markets
Illinois
$1.1M 4,579 +4,579 New
CAM
261
Cresset Asset Management
Illinois
$1.09M 4,529 +260 +6%
VIM
262
Vinva Investment Management
Australia
$1.07M 4,485 +2,270 +102%
PAM
263
Panagora Asset Management
Massachusetts
$1.05M 4,372 -1,123 -20%
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$1.04M 4,338 +253 +6%
PIM
265
Plato Investment Management
Australia
$1.02M 4,246 +2,806 +195%
Creative Planning
266
Creative Planning
Kansas
$1.01M 4,192 +773 +23%
N
267
Numerai
California
$989K 4,122 +4,122 New
OSAM
268
O'Shaughnessy Asset Management
Connecticut
$969K 4,039 +550 +16%
MUAMU
269
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$960K 4,000 +4,000 New
LCG
270
Lisanti Capital Growth
New York
$958K 3,990 +3,990 New
CGH
271
Crossmark Global Holdings
Texas
$940K 3,915 -634 -14%
CS
272
Candriam SCA
Luxembourg
$934K 3,892 – –
Envestnet Portfolio Solutions
273
Envestnet Portfolio Solutions
Illinois
$906K 3,774 +542 +17%
CWM
274
CIBC World Markets
New York
$835K 3,479 +837 +32%
AAS
275
Ameritas Advisory Services
Nebraska
$820K 3,418 +2,241 +190%
9 10
11
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