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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.46B -$11.7M -41,704 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.71B +$3.21M +11,425 +0.2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$957M -$308M -1,094,481 -25%
BlackRock
4
BlackRock
New York
$952M -$29.5M -105,068 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$869M +$32.1M +114,240 +4%
Artisan Partners
6
Artisan Partners
Wisconsin
$811M +$14.5M +51,406 +2%
AllianceBernstein
7
AllianceBernstein
Tennessee
$612M +$45.3M +161,222 +8%
JP Morgan Chase
8
JP Morgan Chase
New York
$608M +$331M +1,178,303 +130%
Capital International Investors
9
Capital International Investors
California
$552M -$1.38M -4,911 -0.3%
N
10
Nuveen
North Carolina
$525M +$53.4M +189,954 +12%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$477M +$76.6M +272,421 +20%
Adage Capital Partners
12
Adage Capital Partners
Massachusetts
$446M +$204M +725,000 +90%
TP
13
Third Point
New York
$431M -$28.1M -100,000 -6%
State Street
14
State Street
Massachusetts
$408M +$4.93M +17,546 +1%
Capital World Investors
15
Capital World Investors
California
$370M -$12.7M -45,174 -3%
Alkeon Capital Management
16
Alkeon Capital Management
New York
$354M +$73.1M +260,000 +27%
Goldman Sachs
17
Goldman Sachs
New York
$351M +$61.7M +219,312 +22%
DCP
18
D1 Capital Partners
New York
$345M +$333M +1,183,600 New
William Blair Investment Management
19
William Blair Investment Management
Illinois
$311M +$89.9M +319,849 +43%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$286M -$167M -595,202 -38%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$284M +$2.88M +10,233 +1%
Parnassus Investments
22
Parnassus Investments
California
$266M +$31.6M +112,352 +14%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$232M +$8.02M +28,506 +4%
Victory Capital Management
24
Victory Capital Management
Texas
$225M +$4.36M +15,515 +2%
MCM
25
Melvin Capital Management
New York
$213M +$71.7M +255,000 +54%