BURL icon

Burlington
BURL

Overview Fund Activity

365 hedge funds and large institutions have $8.11B invested in Burlington in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 138 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-53
Holders Change %
-12.68%
% of All Funds
6.31%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
50
Increased
121
Reduced
138
Closed
100
Calls
$161M
Puts
$163M
Net Calls
-$1.5M
Net Calls Change
+$95.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$520M
2
Capital Research Global Investors
Capital Research Global Investors
California
$608M
3
SCM
Steadfast Capital Management
New York
$174M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$292M
5
Citadel Advisors
Citadel Advisors
Florida
$110M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$14M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$134M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$926M
4
Alkeon Capital Management
Alkeon Capital Management
New York
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
276
American Portfolios Advisors
New York
$71.1K -$149K -1,330 -68%
ACM
277
Advent Capital Management
New York
$58K +$58K +522 New
BAMF
278
BI Asset Management Fondsmaeglerselskab
Denmark
$56K -$26.2K -234 -32%
LWCFA
279
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56K – – –
FHA
280
First Horizon Advisors
Tennessee
$55K -$3.91K -35 -7%
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$50K +$18.2K +164 +57%
FF
282
FourThought Financial
Florida
$42K -$33.9K -304 -45%
PA
283
Parallel Advisors
California
$41K +$334 +3 +0.8%
Lazard Asset Management
284
Lazard Asset Management
New York
$39K -$407K -3,691 -91%
EI
285
Ellevest Inc
New York
$36K -$17.8K -158 -33%
HFS
286
Hantz Financial Services
Michigan
$35K -$5.11M -45,545 -99%
Nisa Investment Advisors
287
Nisa Investment Advisors
Missouri
$34K – – –
IBOK
288
Independence Bank of Kentucky
Kentucky
$34K – – –
CCA
289
Column Capital Advisors
Indiana
$33K – – –
SPIA
290
Steward Partners Investment Advisory
New York
$28K +$2.13K +19 +8%
KFP
291
KB Financial Partners
New Jersey
$28K +$11.6K +105 +70%
SFO
292
Standard Family Office
South Dakota
$27K +$27K +241 New
National Bank of Canada
293
National Bank of Canada
Quebec, Canada
$26K – – –
WTC
294
WhitTier Trust Company
Nevada
$26K +$26K +230 New
NICM
295
Neo Ivy Capital Management
New York
$23K +$23K +210 New
IA
296
IFP Advisors
Florida
$22K +$3.59K +22 +19%
BFEC
297
Benjamin F. Edwards & Company
Missouri
$20K – – –
DGAM
298
Desjardins Global Asset Management
Quebec, Canada
$20K – – –
S
299
SignatureFD
Georgia
$19K -$2.32K -21 -11%
QCG
300
Quadrant Capital Group
Ohio
$17K -$13.1K -116 -44%
10 11
12
13 14