Berkshire Hills Bancorp (BHLB) Institutional Ownership

$22.54
+0.25 (+1.12%)
(As of 11:11 AM ET)

Institutional Ownership Changes (13F Filings) for Berkshire Hills Bancorp (NYSE:BHLB)

Current
Institutional Ownership
Percentage
83.07%
Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$46.88M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$19.63M
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BHLB Institutional Buying and Selling by Quarter

Berkshire Hills Bancorp Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024 BNP Paribas Financial Markets21,698$497K0.0%+77.5%0.050%
4/29/2024Commonwealth Equity Services LLC122,812$2.82M0.0%+0.7%0.283%
4/29/2024 Principal Financial Group Inc.221,792$5.08M0.0%-0.8%0.510%
4/26/2024 Yousif Capital Management LLC19,249$441K0.0%-9.3%0.044%
4/19/2024 State of Alaska Department of Revenue26,016$596K0.0%-3.2%0.060%
3/25/2024Quadrature Capital Ltd19,552$485K0.0%N/A0.045%
3/22/2024PNC Financial Services Group Inc.14,552$361K0.0%-12.5%0.033%
3/11/2024Vanguard Group Inc.5,025,964$124.80M0.0%-1.1%11.521%
3/5/2024Wellington Management Group LLP1,426,599$35.42M0.0%+3.2%3.271%
2/13/2024Teton Advisors Inc.9,660$240K0.1%N/A0.022%
2/12/2024Hsbc Holdings PLC83,050$2.07M0.0%+272.6%0.190%
2/9/2024Aigen Investment Management LP9,494$236K0.0%-45.6%0.022%
2/9/2024Quest Partners LLC22,904$569K0.1%N/A0.052%
2/9/2024Trexquant Investment LP21,390$531K0.0%N/A0.049%
2/9/2024PNC Financial Services Group Inc.14,552$361K0.0%-12.5%0.033%
2/9/2024Norges Bank320,703$7.96M0.0%N/A0.734%
2/7/2024Boston Partners618,161$15.32M0.0%-3.5%1.416%
2/7/2024 Principal Financial Group Inc.223,518$5.55M0.0%-5.9%0.512%
2/7/2024Dimensional Fund Advisors LP2,525,556$62.71M0.0%+0.8%5.783%
2/6/2024Charles Schwab Investment Management Inc.361,890$8.99M0.0%+1.9%0.829%
2/6/2024 Maryland State Retirement & Pension System15,582$387K0.0%-3.9%0.036%
2/6/2024 Private Advisor Group LLC10,884$270K0.0%+8.0%0.025%
2/6/2024LSV Asset Management314,951$7.82M0.0%+777.8%0.721%
2/6/2024 Amalgamated Bank15,819$393K0.0%-7.3%0.036%
2/6/2024Swiss National Bank86,800$2.16M0.0%-10.2%0.199%
2/5/2024Victory Capital Management Inc.8,839$219K0.0%N/A0.020%
2/1/2024 Yousif Capital Management LLC21,229$527K0.0%-2.4%0.049%
2/1/2024 Grace & White Inc. NY199,349$4.95M0.9%+9.3%0.456%
2/1/2024Illinois Municipal Retirement Fund24,501$608K0.0%-5.9%0.056%
1/31/2024 J.W. Cole Advisors Inc.10,380$258K0.0%N/A0.024%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank 11,967$297K0.0%+55.8%0.027%
1/29/2024 Louisiana State Employees Retirement System21,500$534K0.0%N/A0.049%
1/24/2024 New York State Teachers Retirement System11,077$275K0.0%-9.0%0.025%
1/23/2024Etfidea LLC16,300$405K0.2%-10.3%0.037%
1/19/2024 State of Alaska Department of Revenue26,866$667K0.0%-2.0%0.062%
1/16/2024 Raymond James & Associates17,843$443K0.0%+3.1%0.041%
1/12/2024SG Americas Securities LLC6,085$151K0.0%-74.6%0.014%
1/11/2024Ziegler Capital Management LLC30,221$750K0.0%+6.9%0.069%
12/18/2023Vanguard Group Inc.5,079,380$101.84M0.0%+0.0%11.631%
12/6/2023Citigroup Inc.36,854$739K0.0%-47.7%0.084%
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12/1/2023Wellington Management Group LLP1,382,777$27.73M0.0%+17.1%3.166%
11/30/2023American Century Companies Inc.397,579$7.97M0.0%+15.4%0.910%
11/17/2023Jacobs Levy Equity Management Inc.205,597$4.12M0.0%+8.7%0.471%
11/13/2023Fuller & Thaler Asset Management Inc.1,038,046$20.81M0.1%-0.2%2.359%
11/13/2023LPL Financial LLC208,947$4.19M0.0%+1.0%0.475%
11/13/2023Hsbc Holdings PLC22,288$448K0.0%-36.7%0.051%
11/13/2023Aigen Investment Management LP17,437$350K0.1%N/A0.040%
11/13/2023Invesco Ltd.1,097,735$22.01M0.0%-10.4%2.494%
11/13/2023Rafferty Asset Management LLC34,005$682K0.0%-43.4%0.077%
11/13/2023PNC Financial Services Group Inc.16,624$333K0.0%-3.1%0.038%
11/9/2023Rhumbline Advisers136,953$2.75M0.0%-1.4%0.311%
11/9/2023Deutsche Bank AG21,644$434K0.0%-17.7%0.049%
11/9/2023Citigroup Inc.36,854$739K0.0%-47.7%0.084%
11/9/2023Skandinaviska Enskilda Banken AB publ49,400$990K0.0%-17.1%0.112%
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS29,422$590K0.0%-41.2%0.067%
11/9/2023Texas Permanent School Fund Corp37,376$749K0.0%-4.1%0.085%
11/8/2023Charles Schwab Investment Management Inc.355,266$7.12M0.0%+2.8%0.807%
11/8/2023 Amalgamated Bank17,059$342K0.0%-3.7%0.039%
11/8/2023Boston Partners640,634$12.80M0.0%-3.4%1.456%
11/7/2023Barclays PLC67,574$1.36M0.0%-17.0%0.154%
11/7/2023South Dakota Investment Council68,594$1.38M0.0%-8.0%0.156%
11/6/2023Illinois Municipal Retirement Fund26,028$522K0.0%N/A0.059%
11/6/2023 Assenagon Asset Management S.A.57,166$1.15M0.0%N/A0.130%
11/4/2023LSV Asset Management35,880$719K0.0%N/A0.082%
11/3/2023 Private Advisor Group LLC10,078$202K0.0%N/A0.023%
11/2/2023 Principal Financial Group Inc.237,648$4.77M0.0%-5.7%0.540%
11/1/2023 Berkshire Bank12,584$252K0.1%+15.5%0.029%
10/30/2023 Yousif Capital Management LLC21,754$436K0.0%+2.8%0.049%
10/27/2023Oregon Public Employees Retirement Fund13,123$263K0.0%-5.1%0.030%
10/25/2023 Grace & White Inc. NY182,349$3.66M0.7%+13.9%0.414%
10/24/2023 Bank of New York Mellon Corp500,609$10.04M0.0%-2.3%1.137%
10/24/2023 Maryland State Retirement & Pension System16,210$325K0.0%-6.0%0.037%
10/23/2023Commonwealth Equity Services LLC121,535$2.44M0.0%-1.5%0.276%
10/18/2023 Exchange Traded Concepts LLC18,636$374K0.0%+11.4%0.042%
10/16/2023Ziegler Capital Management LLC28,264$567K0.0%-8.7%0.064%
10/16/2023 State of Alaska Department of Revenue27,401$549K0.0%-5.9%0.062%
10/13/2023SG Americas Securities LLC24,001$481K0.0%N/A0.055%
9/7/2023 ST Germain D J Co. Inc.6,816$141K0.0%N/A0.015%
8/14/2023Aristotle Capital Boston LLC441,260$9.15M0.3%+4.1%1.003%
8/14/2023Graham Capital Management L.P.12,084$251K0.0%-80.4%0.027%
8/11/2023Trexquant Investment LP58,018$1.20M0.0%+343.3%0.131%
8/10/2023Gamco Investors INC. ET AL35,800$742K0.0%+4.4%0.081%
8/10/2023Commonwealth Equity Services LLC123,378$2.56M0.0%+1.3%0.279%
8/10/2023Boston Partners663,026$13.96M0.0%-3.7%1.497%
8/10/2023 Meitav Investment House Ltd.4,782$1.60M0.0%N/A0.011%
8/10/2023Citigroup Inc.70,520$1.46M0.0%+166.2%0.159%
8/9/2023Dimensional Fund Advisors LP2,704,410$56.06M0.0%-7.4%6.108%
8/9/2023Swiss National Bank96,700$2.01M0.0%+4.7%0.218%
8/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS50,049$1.04M0.0%+6.6%0.113%
8/8/2023Rhumbline Advisers138,900$2.88M0.0%-6.0%0.314%
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8/7/2023 Principal Financial Group Inc.251,925$5.22M0.0%-6.0%0.569%
8/7/2023Texas Permanent School Fund Corp38,985$808K0.0%-2.0%0.088%
8/7/2023 SlateStone Wealth LLC11,370$236K0.0%N/A0.026%
8/3/2023 Bank of New York Mellon Corp512,515$10.62M0.0%-2.1%1.157%
8/2/2023 Yousif Capital Management LLC21,154$439K0.0%-7.2%0.048%
8/2/2023Bank of Montreal Can10,860$247K0.0%N/A0.025%
7/31/2023LPL Financial LLC206,832$4.29M0.0%-0.8%0.467%
7/28/2023KBC Group NV3,198$66K0.0%-17.1%0.007%
7/27/2023 New York State Teachers Retirement System12,277$255K0.0%-4.7%0.028%
7/27/2023B. Riley Wealth Advisors Inc.24,556$509K0.0%N/A0.055%
(Data available from 1/1/2016 forward)

BHLB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BHLB shares?

During the previous two years, 133 institutional investors and hedge funds held shares of Berkshire Hills Bancorp. The most heavily invested institutionals were Vanguard Group Inc. ($124.80M), Dimensional Fund Advisors LP ($62.71M), Wellington Management Group LLP ($35.42M), William Blair Investment Management LLC ($32.71M), Invesco Ltd. ($22.01M), Systematic Financial Management LP ($21.80M), and Fuller & Thaler Asset Management Inc. ($20.81M).Learn more on BHLB's institutional investors.

What percentage of Berkshire Hills Bancorp stock is owned by institutional investors?

83.07% of Berkshire Hills Bancorp stock is owned by institutional investors. Learn more on BHLB's institutional investor holdings.

Which institutional investors have been buying Berkshire Hills Bancorp stock?

Of the 96 institutional investors that purchased Berkshire Hills Bancorp stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Boston Partners ($688.75K), Thrivent Financial for Lutherans ($576.72K), Norges Bank ($320.70K), LSV Asset Management ($314.95K), American Century Companies Inc. ($269.38K), Wellington Management Group LLP ($245.77K), and Verition Fund Management LLC ($226.48K).

How much institutional buying is happening at Berkshire Hills Bancorp?

Institutional investors have bought a total of 4,901,497 shares in the last 24 months. This purchase volume represents approximately $125.73M in transactions.

Which Berkshire Hills Bancorp major shareholders have been selling company stock?

Of the 73 institutional investors that sold Berkshire Hills Bancorp stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: HoldCo Asset Management LP ($1.27M), Aristotle Capital Boston LLC ($452.15K), William Blair Investment Management LLC ($298.58K), Dimensional Fund Advisors LP ($216.65K), Verition Fund Management LLC ($215.21K), EJF Capital LLC ($129.20K), and Invesco Ltd. ($127.14K).

How much institutional selling is happening at Berkshire Hills Bancorp?

Institutional investors have sold a total of 3,843,770 shares in the last 24 months. This volume of shares sold represents approximately $96.27M in transactions.


This page (NYSE:BHLB) was last updated on 5/3/2024 by MarketBeat.com Staff

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