We are live on ! Find out more
BURL icon

Burlington

420 hedge funds and large institutions have $14.9B invested in Burlington in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 133 increasing their positions, 172 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $13.7B → $14.9B (+$1.21B)

3.77% more ownership

Funds ownership: 105.83%109.6% (+3.8%)

3% less funds holding

Funds holding: 434420 (-14)

12% less call options, than puts

Call options by funds: $109M | Put options by funds: $124M

17% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 66

23% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 172

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
420
Holders Change
-14
Holders Change %
-3.23%
% of All Funds
8.47%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.06%
New
55
Increased
133
Reduced
172
Closed
66
Calls
$109M
Puts
$124M
Net Calls
-$14.4M
Net Calls Change
-$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.73B -$21.5M -110,444 -1%
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.26B +$1.01B +5,176,166 +554%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.19B -$39.8M -204,119 -3%
BlackRock
4
BlackRock
New York
$737M -$51.1M -262,264 -7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$589M -$93.3M -479,165 -14%
Capital World Investors
6
Capital World Investors
California
$555M -$99.3M -510,014 -16%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$490M +$6.01M +30,833 +1%
Capital International Investors
8
Capital International Investors
California
$469M +$443M +2,273,792 New
Wellington Management Group
9
Wellington Management Group
Massachusetts
$388M +$170M +875,224 +87%
TP
10
Third Point
New York
$344M +$52.6M +270,000 +19%
AllianceBernstein
11
AllianceBernstein
Tennessee
$306M -$44.4M -227,910 -13%
State Street
12
State Street
Massachusetts
$275M -$5.56M -28,554 -2%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$253M +$235M +1,204,751 +5,819%
Artisan Partners
14
Artisan Partners
Wisconsin
$244M +$28.7M +147,313 +14%
Wells Fargo
15
Wells Fargo
California
$236M -$90.1M -462,693 -29%
Goldman Sachs
16
Goldman Sachs
New York
$222M +$124M +635,618 +144%
ACM
17
Atlanta Capital Management
Georgia
$213M +$45.7M +234,391 +29%
Victory Capital Management
18
Victory Capital Management
Texas
$203M -$36.4M -186,820 -16%
Parnassus Investments
19
Parnassus Investments
California
$190M +$21.1M +108,335 +13%
JP Morgan Chase
20
JP Morgan Chase
New York
$178M +$10.6M +54,608 +7%
DCP
21
DSM Capital Partners
Florida
$156M +$15.3M +78,512 +12%
Bessemer Group
22
Bessemer Group
New Jersey
$154M +$406K +2,082 +0.3%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$139M +$1.56M +7,997 +1%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$135M -$14.5M -74,607 -10%
William Blair Investment Management
25
William Blair Investment Management
Illinois
$129M -$68.5M -351,824 -36%