BURNHAM HLDGS INC CL A (BURCA) — Institutional Holders & Hedge Fund Ownership
BURNHAM HLDGS INC CL A (BURCA) institutional ownership: 1 hedge funds and institutional investors, holding 10K shares ($133K), as of Q1 2024, per SEC Form 13F-HR filings.
BURNHAM HLDGS INC CL A (BURCA) institutional ownership tracks hedge funds, family offices, and asset managers that disclose 13F positions in BURCA each quarter. These filings are aggregated to surface top holders, quarterly buyers and sellers, position changes, and peer-fund overlap.
The top BURCA shareholders by portfolio weight are Gardner Russo & Quinn (0.00%).
Top 1 Institutional Holders of BURNHAM HLDGS INC CL A (BURCA) — Q1 2024
| # | Fund | Shares | Market Value | Portfolio Weight |
|---|---|---|---|---|
| 1 | Gardner Russo & Quinn | 10,000 | $133K | 0.00% |
- 1Hedge funds holding
- 10,000Shares held (disclosed)
- $132.5K13F market value
- 0.00%Median portfolio weight
Ownership History
Quarter-by-quarter share count, market value, and portfolio conviction weight (up to 5 of the heaviest weight-by-portfolio funds) of BURCA. Sourced from 13F filings; reflects long equity positions only.
All Institutional HoldersSortable · searchable
All institutional investors (Max 50) holding BURCA in the selected quarter. Click a fund name to drill into its full 13F portfolio.
| 1 | Gardner Russo & Quinn | 10,000 | $132.5K | 0.00% |
Methodology & FAQ
Methodology: How We Track BURCA Institutional Holdings
Our data is systematically aggregated directly from quarterly Form 13F-HR disclosures submitted to the U.S. Securities and Exchange Commission (SEC).
- Who Must File (Reporting Threshold): This dataset includes filings from U.S. institutional investment managers, hedge funds, mutual funds, university endowments, and family offices managing at least $100 million in Section 13(f) securities (including equities, options, convertibles, ETFs, and warrants).
- What is Included (Data Scope): We capture long positions in Section 13(f) securities for BURNHAM HLDGS INC CL A (BURCA). By SEC regulation, 13F filings do not require the disclosure of short positions, non-U.S. holdings, or OTC derivatives. Listed options are excluded from portfolio weight calculations to ensure comparability across filers.
- Portfolio Weight Explained (Metric Definition): “Portfolio Weight” shows how much of a fund's total reported 13F portfolio value (excluding listed options) is allocated to BURCA on the specific reporting date.
- How to Use This Data (Interpretation): Quarter-over-quarter changes in shares and portfolio weight reflect a combination of active trading and market price movements. These are descriptive metrics of fund allocation, not explicit buy or sell signals.
How do you measure hedge fund conviction and institutional concentration in BURCA?
We evaluate fund conviction by looking at portfolio weight rather than just absolute share count. By tracking how the largest holders —such as Gardner Russo & Quinn as of Q1 2024— change their position sizing quarter-over-quarter, we help investors distinguish between deliberate position sizing changes and passive mark-to-market drift.
Does the BURCA ownership data include short interest or options?
SEC Form 13F mandates the disclosure of long positions in Section 13(f) securities, which includes equities and listed options (put and call contracts), but excludes short interest, swaps, and OTC derivatives by regulatory design. On this platform, listed options are excluded from portfolio weight calculations to ensure comparability across filers.
Are family offices and university endowments included in this BURCA data?
Yes. In addition to traditional hedge funds and large asset managers, any institutional entity exercising investment discretion over at least $100 million in Section 13(f) securities must file a Form 13F. This explicitly includes single-family offices and university endowments. If a qualifying family office or endowment holds BURCA stock, their allocation is systematically aggregated alongside traditional fund data.
When is the institutional ownership data updated, and is there a reporting lag?
Institutional investment managers are required to file their Form 13F within 45 days after the end of a calendar quarter (the standard “T+45” window). Our platform re-ingests new filings from the SEC EDGAR database on a nightly cycle, typically within 24–48 hours of publication, providing a point-in-time snapshot of reported consensus positioning for BURCA as of each filing date.