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Burlington

491 hedge funds and large institutions have $20.6B invested in Burlington in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 181 increasing their positions, 170 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 56

1.92% more ownership

Funds ownership: 103.9%105.82% (+1.9%)

6% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 170

5% more capital invested

Capital invested by funds: $19.7B → $20.6B (+$930M)

1% more funds holding

Funds holding: 487491 (+4)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

38% less call options, than puts

Call options by funds: $82.9M | Put options by funds: $133M

Holders
491
Holders Change
+4
Holders Change %
+0.82%
% of All Funds
7.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
69
Increased
181
Reduced
170
Closed
56
Calls
$82.9M
Puts
$133M
Net Calls
-$50.6M
Net Calls Change
-$88.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
476
AssetMark Inc
California
$1K
GWM
477
Geneos Wealth Management
Colorado
$1K
JWM
478
Janiczek Wealth Management
Colorado
$1K
PWMG
479
Prestige Wealth Management Group
New Jersey
$1K
ZB
480
Zions Bancorporation
Utah
$1K
CAL
481
Capital Advisors Ltd
Ohio
$1K +$562 +2 New
RFA
482
Reilly Financial Advisors
California
$1K +$562 +2 New
AA
483
Addison Advisors
Vermont
$1K +$844 +3 New
AF
484
Allworth Financial
California
$1K +$844 +3 New
JWA
485
JFS Wealth Advisors
Pennsylvania
$1K +$844 +3 New
AAP
486
Arax Advisory Partners
Colorado
$1K +$1.13K +4 New
LWA
487
Lenox Wealth Advisors
New York
$1K +$1.13K +4 New
SC
488
Schubert & Co
Texas
$1K +$1.41K +5 New
Manulife (Manufacturers Life Insurance)
489
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$330 +$562 +2 +0.2%
AC
490
Armistice Capital
New York
-$60.4M -212,994 Closed
Balyasny Asset Management
491
Balyasny Asset Management
Illinois
-$52.6M -185,506 Closed
Marshall Wace
492
Marshall Wace
United Kingdom
-$43.2M -152,486 Closed
Holocene Advisors
493
Holocene Advisors
New York
-$42.1M -148,446 Closed
IM
494
Islet Management
New York
-$31.2M -110,000 Closed
SC
495
Samlyn Capital
New York
-$23.8M -83,779 Closed
SCM
496
Segantii Capital Management
Hong Kong
-$21.3M -75,000 Closed
HF
497
HRT Financial
New York
-$16.2M -57,088 Closed
SCM
498
Stormborn Capital Management
Connecticut
-$15.6M -55,000 Closed
Walleye Capital
499
Walleye Capital
New York
-$11.9K -42,040 Closed
KRC
500
Kehrs Ridge Capital
New Jersey
-$10.8M -38,000 Closed