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Burlington

427 hedge funds and large institutions have $14.4B invested in Burlington in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 122 increasing their positions, 144 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 55

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

78% more capital invested

Capital invested by funds: $8.11B → $14.4B (+$6.32B)

16% more funds holding

Funds holding: 368427 (+59)

14% more call options, than puts

Call options by funds: $385M | Put options by funds: $337M

0.96% less ownership

Funds ownership: 110.56%109.6% (-0.96%)

15% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 144

Holders
427
Holders Change
+59
Holders Change %
+16.03%
% of All Funds
6.86%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
120
Increased
122
Reduced
144
Closed
55
Calls
$385M
Puts
$337M
Net Calls
+$47.7M
Net Calls Change
+$49.2M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.05B +$294M +1,840,276 +22%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$1.39B +$66.4M +415,655 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.21B +$12.8M +80,415 +1%
Capital International Investors
4
Capital International Investors
California
$1.2B +$207M +1,294,430 +28%
BlackRock
5
BlackRock
New York
$853M +$156M +973,851 +30%
JP Morgan Chase
6
JP Morgan Chase
New York
$792M +$65.7M +411,193 +12%
Capital Research Global Investors
7
Capital Research Global Investors
California
$387M -$563M -3,528,741 -65%
Goldman Sachs
8
Goldman Sachs
New York
$342M -$68.3M -427,623 -20%
Morgan Stanley
9
Morgan Stanley
New York
$331M +$225M +1,410,015 +628%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$286M -$83.3M -521,909 -27%
State Street
11
State Street
Massachusetts
$266M -$3.61M -22,628 -2%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$258M -$214M -1,340,822 -51%
N
13
Nuveen
North Carolina
$245M -$32.1M -200,791 -14%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$173M +$3.74M +23,420 +3%
SCM
15
Steadfast Capital Management
New York
$154M -$127M -796,436 -51%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$150M -$6.16M -38,547 -5%
Bessemer Group
17
Bessemer Group
New Jersey
$147M +$175K +1,093 +0.2%
DCP
18
DSM Capital Partners
Florida
$142M +$80.8M +505,734 +258%
Primecap Management
19
Primecap Management
California
$135M -$873K -5,470 -0.8%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$119M +$3.28M +20,518 +4%
Franklin Resources
21
Franklin Resources
California
$117M +$51.4M +322,010 +125%
Norges Bank
22
Norges Bank
Norway
$116M +$1.53M +9,565 +2%
Parnassus Investments
23
Parnassus Investments
California
$109M
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$107M +$15.4M +96,542 +22%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$103M +$76.6K +480 +0.1%