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Burlington
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Overview Fund Activity

469 hedge funds and large institutions have $20.5B invested in Burlington in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 134 increasing their positions, 198 reducing their positions, and 42 closing their positions.

Holders
469
Holders Change
+25
Holders Change %
+5.63%
% of All Funds
8.26%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
73
Increased
134
Reduced
198
Closed
42
Calls
$83.6M
Puts
$121M
Net Calls
-$37M
Net Calls Change
+$2.13M

Top Buyers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$255M
2
SAM
2
Scopus Asset Management
New York
$127M
3
Invesco
3
Invesco
Georgia
$141M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$2B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$879M

Top Sellers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$356M
2
Wells Fargo
2
Wells Fargo
California
$114M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.43B
4
Capital World Investors
4
Capital World Investors
California
$422M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$222M
Name Market Value Shares Shares
Change 		Shares
Change %
CS
326
Comerica Securities
Michigan
$357K 1,194 -62 -5%
IFS
327
Ifrah Financial Services
Arkansas
$353K 1,180 -45 -4%
LNWWM
328
Laird Norton Wetherby Wealth Management
California
$345K 1,155 -313 -21%
PI
329
Putnam Investments
Massachusetts
$343K 1,148 – –
ST
330
Somerset Trust
Pennsylvania
$343K 1,148 +1,148 New
KAS
331
Kestra Advisory Services
Texas
$335K 1,122 +1,122 New
LWAM
332
Legacy Wealth Asset Management
Minnesota
$328K 1,098 -5 -0.5%
PA
333
Profund Advisors
Maryland
$327K 1,095 -83 -7%
BCI
334
Brinker Capital Investments
Pennsylvania
$324K 1,084 -15,456 -93%
Wolverine Trading
335
Wolverine Trading
Illinois
$323K 1,061 -1,080 -50%
GT
336
Greenleaf Trust
Michigan
$321K 1,073 +138 +15%
BTWM
337
Baker Tilly Wealth Management
Wisconsin
$319K 1,069 +238 +29%
WCA
338
Waratah Capital Advisors
Ontario, Canada
$312K 1,043 -1,066 -51%
Fuller & Thaler Asset Management
339
Fuller & Thaler Asset Management
California
$302K 1,010 -200 -17%
BUB
340
BBVA USA Bancshares
Texas
$302K 1,010 -119 -11%
Bank Julius Baer & Co
341
Bank Julius Baer & Co
Switzerland
$301K 1,007 +1,007 New
Chevy Chase Trust
342
Chevy Chase Trust
Maryland
$299K 1,000 -376 -27%
CNC
343
Canandaigua National Corp
New York
$291K 975 -97 -9%
YIA
344
YHB Investment Advisors
Connecticut
$284K 876 – –
PCP
345
Proficio Capital Partners
Massachusetts
$279K 933 +933 New
NFG
346
Next Financial Group
Texas
$277K 928 +46 +5%
VAS
347
Vestmark Advisory Solutions
Massachusetts
$275K 922 -28 -3%
VLC
348
Van Leeuwen & Company
New Jersey
$275K 920 – –
ONB
349
Old National Bancorp
Indiana
$274K 918 -474 -34%
SI
350
Stephens Inc
Arkansas
$274K 917 +169 +23%
12 13
14
15 16