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Berkshire Hills Bancorp (BHLB) Institutional Ownership

Berkshire Hills Bancorp logo
$28.58 +0.78 (+2.81%)
(As of 12/20/2024 05:15 PM 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)
54
Total
Institutional Inflows
(last 12 months)
$65.73M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$24.37M
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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
12/19/2024 Principal Financial Group Inc.198,981$5.36M0.0%-5.1%0.463%
11/27/2024 Franklin Resources Inc.36,950$1.02M0.0%-1.4%0.086%
11/16/2024 Geode Capital Management LLC979,160$26.37M0.0%+0.2%2.278%
11/15/2024 Barclays PLC96,380$2.60M0.0%+105.0%0.224%
11/15/2024 Orion Portfolio Solutions LLC11,859$319K0.0%-4.2%0.028%
11/15/2024 Jane Street Group LLC36,058$971K0.0%+6.7%0.084%
11/15/2024 Wellington Management Group LLP1,664,138$44.82M0.0%+21.4%3.872%
11/15/2024 State Street Corp2,119,475$57.46M0.0%+0.9%4.931%
11/15/2024 Systematic Financial Management LP952,627$25.65M0.7%+13.7%2.216%
11/15/2024 Jacobs Levy Equity Management Inc.340,694$9.18M0.0%+28.5%0.793%
11/15/2024 Hotchkis & Wiley Capital Management LLC257,190$6.93M0.0%-8.7%0.598%
11/15/2024 Point72 Asia Singapore Pte. Ltd.1,244$34K0.0%N/A0.003%
11/14/2024 PDT Partners LLC32,327$871K0.1%+178.9%0.075%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC124,303$3.35M0.0%-2.1%0.289%
11/14/2024 Public Sector Pension Investment Board89,532$2.41M0.0%-4.3%0.208%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank13,423$361K0.0%+13.2%0.031%
11/13/2024 BNP Paribas Financial Markets37,071$998K0.0%+37.1%0.086%
11/13/2024 FMR LLC15,411$415K0.0%+3.3%0.036%
11/13/2024 The Manufacturers Life Insurance Company21,476$578K0.0%-5.8%0.050%
11/12/2024 Charles Schwab Investment Management Inc.407,924$10.99M0.0%-1.1%0.949%
11/9/2024 Intech Investment Management LLC14,101$380K0.0%-21.4%0.033%
11/7/2024 Quest Partners LLC25,594$689K0.1%-34.1%0.060%
11/7/2024 Thrivent Financial for Lutherans85,938$2.32M0.0%-24.7%0.200%
11/6/2024 Empowered Funds LLC137,820$3.71M0.1%+5.3%0.321%
11/5/2024 Victory Capital Management Inc.7,981$215K0.0%N/A0.019%
10/31/2024 Principal Financial Group Inc.198,981$5.36M0.0%-5.1%0.460%
10/30/2024 Amalgamated Bank12,505$337K0.0%-3.5%0.029%
10/25/2024 New York State Teachers Retirement System9,577$258K0.0%-9.5%0.022%
10/24/2024 State of Alaska Department of Revenue24,082$648K0.0%-3.5%0.056%
10/23/2024 Louisiana State Employees Retirement System20,400$549K0.0%-4.7%0.047%
10/23/2024 Joel Isaacson & Co. LLC7,844$211K0.0%N/A0.018%
10/22/2024 Private Advisor Group LLC13,031$351K0.0%+38.4%0.030%
10/16/2024 Bleakley Financial Group LLC8,965$241K0.0%N/A0.021%
10/16/2024 nVerses Capital LLC2,000$54K0.0%+233.3%0.005%
10/10/2024 Exchange Traded Concepts LLC11,058$298K0.0%N/A0.026%
10/3/2024 SG Americas Securities LLC23,146$623K0.0%N/A0.053%
8/16/2024 Northwestern Mutual Wealth Management Co.5,879$134K0.0%+58.5%0.014%
8/16/2024 Systematic Financial Management LP838,194$19.11M0.6%-2.8%1.936%
8/15/2024 The Manufacturers Life Insurance Company22,799$520K0.0%+4.9%0.053%
8/15/2024 Millennium Management LLC183,616$4.19M0.0%+126.0%0.424%
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8/15/2024 AQR Capital Management LLC42,230$963K0.0%-28.1%0.098%
8/15/2024 Caxton Associates LP18,088$412K0.0%N/A0.042%
8/14/2024 Public Sector Pension Investment Board93,532$2.13M0.0%+6.9%0.216%
8/13/2024 Thrivent Financial for Lutherans114,202$2.60M0.0%-26.9%0.264%
8/13/2024 Sei Investments Co.99,677$2.27M0.0%+2.3%0.230%
8/12/2024 Intech Investment Management LLC17,941$409K0.0%N/A0.041%
8/12/2024 Hsbc Holdings PLC21,268$483K0.0%-65.1%0.049%
8/12/2024 Amalgamated Bank12,959$295K0.0%-3.7%0.030%
8/9/2024 Renaissance Technologies LLC422,621$9.64M0.0%+60.4%0.976%
8/9/2024 Dimensional Fund Advisors LP2,632,671$60.02M0.0%+1.4%6.081%
8/8/2024 Meeder Asset Management Inc.4,545$104K0.0%N/A0.010%
8/8/2024 American Century Companies Inc.624,192$14.23M0.0%+6.5%1.442%
8/7/2024 Texas Permanent School Fund Corp49,903$1.14M0.0%+33.5%0.115%
8/6/2024 Quest Partners LLC38,821$885K0.1%+57.3%0.090%
8/6/2024 LSV Asset Management644,503$14.70M0.0%-5.3%1.489%
8/6/2024 Acadian Asset Management LLC29,708$676K0.0%N/A0.069%
8/1/2024 Rhumbline Advisers133,274$3.04M0.0%-0.4%0.308%
7/30/2024 Maryland State Retirement & Pension System14,821$338K0.0%-4.9%0.034%
7/29/2024 Principal Financial Group Inc.209,772$4.78M0.0%-5.4%0.485%
7/29/2024 Zurcher Kantonalbank Zurich Cantonalbank11,858$270K0.0%+47.0%0.027%
7/26/2024 Bank of New York Mellon Corp505,543$11.53M0.0%-0.9%1.168%
7/18/2024 Assenagon Asset Management S.A.277,642$6.33M0.0%N/A0.641%
7/12/2024Berkshire Bank10,584$241K0.1%-15.9%0.024%
7/8/2024ST Germain D J Co. Inc.6,087$139K0.0%-10.7%0.014%
7/3/2024 Beese Fulmer Investment Management Inc.11,696$267K0.0%-7.9%0.027%
5/28/2024 Boston Partners41,933$961K0.0%-93.2%0.097%
5/17/2024 Comerica Bank20,873$478K0.0%-8.8%0.048%
5/16/2024 California State Teachers Retirement System43,642$1M0.0%-6.0%0.101%
5/16/2024 Jacobs Levy Equity Management Inc.194,336$4.45M0.0%-1.2%0.449%
5/15/2024 Public Employees Retirement System of Ohio24,021$551K0.0%-3.5%0.055%
5/15/2024 Price T Rowe Associates Inc. MD31,988$734K0.0%+5.8%0.074%
5/15/2024 Quadrature Capital Ltd13,308$305K0.0%-31.9%0.031%
5/14/2024 CANADA LIFE ASSURANCE Co49,819$1.14M0.0%+4.8%0.115%
5/10/2024 Vanguard Group Inc.5,015,687$114.96M0.0%-0.2%11.540%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp6,552$146K0.0%N/A0.015%
5/9/2024 State Board of Administration of Florida Retirement System19,209$481K0.0%+52.6%0.044%
5/8/2024 ProShare Advisors LLC8,752$201K0.0%+7.4%0.020%
5/8/2024 US Bancorp DE22,012$505K0.0%-6.3%0.051%
5/7/2024 Sei Investments Co.97,420$2.23M0.0%+12.6%0.224%
5/7/2024 SG Americas Securities LLC5,113$117K0.0%-16.0%0.012%
5/7/2024 Empowered Funds LLC121,492$2.79M0.1%+8.1%0.280%
5/6/2024 Quantbot Technologies LP12,792$293K0.0%N/A0.029%
5/6/2024 LSV Asset Management680,903$15.61M0.0%+116.2%1.567%
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%
3/25/2024 Quadrature Capital Ltd19,552$485K0.0%N/A0.045%
3/22/2024 PNC Financial Services Group Inc.14,552$361K0.0%-12.5%0.033%
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3/11/2024 Vanguard Group Inc.5,025,964$124.80M0.0%-1.1%11.521%
3/5/2024 Wellington Management Group LLP1,426,599$35.42M0.0%+3.2%3.271%
2/13/2024 Teton Advisors Inc.9,660$240K0.1%N/A0.022%
2/12/2024 Hsbc Holdings PLC83,050$2.07M0.0%+272.6%0.190%
2/9/2024 Aigen Investment Management LP9,494$236K0.0%-45.6%0.022%
2/9/2024 Quest Partners LLC22,904$569K0.1%N/A0.052%
2/9/2024 Trexquant Investment LP21,390$531K0.0%N/A0.049%
2/9/2024 PNC Financial Services Group Inc.14,552$361K0.0%-12.5%0.033%
2/9/2024 Norges Bank320,703$7.96M0.0%N/A0.734%
2/7/2024 Boston Partners618,161$15.32M0.0%-3.5%1.416%
(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, 129 institutional investors and hedge funds held shares of Berkshire Hills Bancorp. The most heavily invested institutionals were Vanguard Group Inc. ($114.96M), Dimensional Fund Advisors LP ($60.02M), State Street Corp ($57.46M), Wellington Management Group LLP ($44.82M), William Blair Investment Management LLC ($32.71M), Geode Capital Management LLC ($26.37M), and Systematic Financial Management LP ($25.65M).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 89 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: LSV Asset Management ($680.90K), Boston Partners ($667.42K), Wellington Management Group LLP ($539.55K), Assenagon Asset Management S.A. ($334.81K), Norges Bank ($320.70K), American Century Companies Inc. ($307.71K), and LPL Financial LLC ($162.15K).

How much institutional buying is happening at Berkshire Hills Bancorp?

Institutional investors have bought a total of 5,010,410 shares in the last 24 months. This purchase volume represents approximately $125.83M in transactions.

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

Of the 76 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: Boston Partners ($646.82K), William Blair Investment Management LLC ($245.35K), Dimensional Fund Advisors LP ($216.65K), Invesco Ltd. ($127.14K), Principal Financial Group Inc. ($93.97K), Driehaus Capital Management LLC ($76.58K), and Thrivent Financial for Lutherans ($70.38K).

How much institutional selling is happening at Berkshire Hills Bancorp?

Institutional investors have sold a total of 2,278,115 shares in the last 24 months. This volume of shares sold represents approximately $54.46M in transactions.



This page (NYSE:BHLB) was last updated on 12/21/2024 by MarketBeat.com Staff
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