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Burlington

573 hedge funds and large institutions have $16.8B invested in Burlington in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 231 increasing their positions, 178 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 42

30% more call options, than puts

Call options by funds: $339M | Put options by funds: $260M

30% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 178

11% more funds holding

Funds holding: 514573 (+59)

8% more capital invested

Capital invested by funds: $15.6B → $16.8B (+$1.24B)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1.25% less ownership

Funds ownership: 101.87%100.62% (-1.2%)

Holders
573
Holders Change
+59
Holders Change %
+11.48%
% of All Funds
8.23%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
103
Increased
231
Reduced
178
Closed
42
Calls
$339M
Puts
$260M
Net Calls
+$78.3M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.7B +$14.7M +56,934 +0.9%
BlackRock
2
BlackRock
New York
$1.69B +$21.4M +82,581 +1%
Capital International Investors
3
Capital International Investors
California
$1.26B -$335M -1,293,055 -21%
JP Morgan Chase
4
JP Morgan Chase
New York
$956M -$38M -146,641 -4%
Morgan Stanley
5
Morgan Stanley
New York
$687M -$27M -104,152 -4%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$674M -$3.54M -13,696 -0.5%
State Street
7
State Street
Massachusetts
$571M +$333K +1,288 +0.1%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$361M -$28M -108,325 -7%
SIM
9
SRS Investment Management
New York
$302M +$36.3M +140,429 +14%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$283M +$4.7M +18,160 +2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$278M -$14.1M -54,418 -5%
Citadel Advisors
12
Citadel Advisors
Florida
$237M -$73.3M -283,267 -24%
Alyeska Investment Group
13
Alyeska Investment Group
Illinois
$225M +$35.4M +136,597 +19%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$222M -$62.1M -239,957 -22%
Norges Bank
15
Norges Bank
Norway
$208M +$1.11M +4,300 +0.5%
ACM
16
Anomaly Capital Management
New York
$208M +$15.2M +58,675 +8%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$192M +$173M +666,934 +1,049%
Ameriprise
18
Ameriprise
Minnesota
$190M -$13.1M -50,680 -7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$178M -$25.2M -97,498 -13%
ClearBridge Investments
20
ClearBridge Investments
New York
$170M -$5.15M -19,881 -3%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$161M +$5.98M +23,113 +4%
American Century Companies
22
American Century Companies
Missouri
$159M +$19.1M +73,901 +14%
Holocene Advisors
23
Holocene Advisors
New York
$157M -$12.9M -49,765 -8%
Northern Trust
24
Northern Trust
Illinois
$135M -$7.06M -27,291 -5%
Jennison Associates
25
Jennison Associates
New York
$134M +$3.14M +12,143 +2%