Burford Capital Ltd: which funds bought and sold

Institutions that bought and sold Burford Capital shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 147 institutions that filed 13F reports for both quarters added to or opened positions in Burford Capital, and 89 cut or closed them. Together they added a net 13.0M shares, +9.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 10.5M shares (+32.0%); index fund managers were net buyers of 2.4M shares (+9.3%). 53 opened a new position and 42 sold out entirely.

Bought, Q2 2026 147 institutions, 53 of them new holders Sold, Q2 2026 89 institutions, 42 of them sold out

Net change, all compared +13.0M shares (+9.7%)

Net change, active managers +10.5M shares (+32.0%), 19 bought, 18 sold

Buyers versus sellers

institutions compared, 270

147 bought 34 89 sold

Active managers and hedge funds 19 bought · 18 sold · +10.5M

Index fund managers 9 bought · 1 sold · +2.4M

Other institutions 119 bought · 70 sold · +146K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Ameriprise Financial Inc	+6.2M +50.0%	18.5M	$75.7M
AQR Capital Management LLC Hedge fund	+5.6M +801.4%	6.3M	$25.7M
M&G PLC	+2.9M +173.2%	4.5M	$18.3M
D. E. Shaw & Co., Inc. Hedge fund	+2.6M +269.6%	3.6M	$14.7M
Dg Capital Management, LLC	+2.2M +2295.5%	2.2M	$9.2M
Orbis Allan Gray Ltd Active manager	+1.7M +12.7%	14.7M	$60.2M
Blackrock, Inc. Index funds	+1.6M +9.9%	17.3M	$71.1M
Barrow Hanley Mewhinney & Strauss LLC Active manager	+1.3M +40.6%	4.4M	$17.9M
UBS Group AG	+999K +242.1%	1.4M	$5.8M
Trexquant Investment LP Hedge fund	+916K +892.8%	1.0M	$4.2M
Greenhaven Road Investment Management, L.P.	+903K +42.2%	3.0M	$12.5M
Point72 Asset Management, L.P. Hedge fund	+873K New position	873K	$3.6M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	+759K +154.1%	1.3M	$5.1M
Odyssean, LLC	+613K New position	613K	$2.5M
HRT Financial LP	+520K +128.9%	923K	$3.8M
Ieq Capital, LLC	+469K +878.4%	522K	$2.1M
Mariner, LLC	+455K +1058.7%	498K	$2M
Fideuram Asset Management (Ireland) Dac	+454K New position	454K	$2.1M
Man Group PLC Hedge fund	+416K New position	416K	$1.7M
Tudor Investment Corp Et Al Hedge fund	+400K New position	400K	$1.6M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+5.6M +801.4%	6.3M	$25.7M
D. E. Shaw & Co., Inc. Hedge fund	+2.6M +269.6%	3.6M	$14.7M
Orbis Allan Gray Ltd Active manager	+1.7M +12.7%	14.7M	$60.2M
Barrow Hanley Mewhinney & Strauss LLC Active manager	+1.3M +40.6%	4.4M	$17.9M
Trexquant Investment LP Hedge fund	+916K +892.8%	1.0M	$4.2M
Point72 Asset Management, L.P. Hedge fund	+873K New position	873K	$3.6M
Man Group PLC Hedge fund	+416K New position	416K	$1.7M
Tudor Investment Corp Et Al Hedge fund	+400K New position	400K	$1.6M
Qube Research & Technologies Ltd Hedge fund	+275K New position	275K	$1.1M
Walleye Capital LLC Hedge fund	+269K New position	269K	$1.1M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Breach Inlet Capital Management, LLC	−4.5M Sold out	0	—
Barclays PLC	−3.4M −64.2%	1.9M	$7.9M
Jefferies Financial Group Inc.	−2.0M Sold out	0	—
CI Investments Inc.	−1.9M −84.8%	349K	$1.4M
Cooke & Bieler LP Active manager	−1.9M −33.3%	3.8M	$15.5M
Emeth Value Capital, LLC	−1.4M Sold out	0	—
Timucuan Asset Management Inc	−1.1M Sold out	0	—
Invesco Ltd.	−754K −13.6%	4.8M	$19.6M
Xtx Topco Ltd	−574K −83.3%	115K	$470,135
Squarepoint Ops LLC Hedge fund	−517K −91.6%	47K	$194,402
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC	−502K −99.7%	1,674	$6,863
Penderfund Capital Management Ltd.	−411K −82.5%	87K	$356,372
Goldman Sachs Group Inc	−392K −34.4%	746K	$3.1M
HSBC Holdings PLC	−390K Sold out	0	—
Jane Street Group, LLC	−354K −57.6%	260K	$1.1M
Schonfeld Strategic Advisors LLC Hedge fund	−337K −79.8%	85K	$350,400
Susquehanna International Group, LLP	−312K −64.4%	172K	$705,991
Citadel Advisors LLC Hedge fund	−295K −23.2%	976K	$4M
Marshall Wace, LLP Hedge fund	−247K −49.3%	253K	$1M
Y-Intercept (Hong Kong) Ltd	−218K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Cooke & Bieler LP Active manager	−1.9M −33.3%	3.8M	$15.5M
Squarepoint Ops LLC Hedge fund	−517K −91.6%	47K	$194,402
Schonfeld Strategic Advisors LLC Hedge fund	−337K −79.8%	85K	$350,400
Citadel Advisors LLC Hedge fund	−295K −23.2%	976K	$4M
Marshall Wace, LLP Hedge fund	−247K −49.3%	253K	$1M
Voloridge Investment Management, LLC Hedge fund	−176K −36.0%	313K	$1.3M
Holocene Advisors, LP Hedge fund	−143K Sold out	0	—
Bridgeway Capital Management, LLC Active manager	−116K −8.9%	1.2M	$4.9M
Millennium Management LLC Hedge fund	−114K −7.6%	1.4M	$5.7M
London Co Of Virginia Active manager	−109K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Point72 Asset Management, L.P.Hedge fund	873K	$3.6M
Odyssean, LLC	613K	$2.5M
Fideuram Asset Management (Ireland) Dac	454K	$2.1M
Man Group PLCHedge fund	416K	$1.7M
Tudor Investment Corp Et AlHedge fund	400K	$1.6M
Qube Research & Technologies LtdHedge fund	275K	$1.1M
Walleye Capital LLCHedge fund	269K	$1.1M
Capital Fund Management S.A.Hedge fund	100K	$408,983
Allstate Corp	68K	$278,644
Orion Porfolio Solutions, LLC	66K	$272,490

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Breach Inlet Capital Management, LLC	4.5M	$20.3M
Jefferies Financial Group Inc.	2.0M	$9.2M
Emeth Value Capital, LLC	1.4M	$6.5M
Timucuan Asset Management Inc	1.1M	$5M
HSBC Holdings PLC	390K	$1.6M
Y-Intercept (Hong Kong) Ltd	218K	$985,048
Vanguard Global Advisers, LLC	182K	$823,607
Grandeur Peak Global Advisors, LLC	176K	$794,526
Virtu Financial LLC	149K	$674,000
Holocene Advisors, LPHedge fund	143K	$647,870

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 231
Ten largest holders: 58.2%
Index fund managers: 19.1%
Active managers and hedge funds: 29.4%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	19	18	9	5	+10.5M	+32.0%
Index fund managers	9	1	0	0	+2.4M	+9.3%
Other institutions	119	70	44	37	+146K	+0.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Burford Capital.

Only managers that filed a holdings report for both quarters are compared (270 here). 10 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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