Berkshire Hills Bancorp (BHLB) Institutional Ownership

$28.04

+0.05 (+0.18%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 83.07%
Number of Institutional Buyers (last 12 months): 50
Total Institutional Inflows (last 12 months): $52.96M

Number of Institutional Sellers (last 12 months): 43
Total Institutional Outflows (last 12 months): $31.51M

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BHLB Institutional Buying and Selling by Quarter

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Berkshire Hills Bancorp Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bank of New York Mellon Corp	505,543	$11.53M	0.0%	-0.9%	1.168%
7/18/2024	Assenagon Asset Management S.A.	277,642	$6.33M	0.0%	N/A	0.641%
7/12/2024	Berkshire Bank	10,584	$241K	0.1%	-15.9%	0.024%
7/8/2024	ST Germain D J Co. Inc.	6,087	$139K	0.0%	-10.7%	0.014%
7/3/2024	Beese Fulmer Investment Management Inc.	11,696	$267K	0.0%	-7.9%	0.027%
5/28/2024	Boston Partners	41,933	$961K	0.0%	-93.2%	0.097%
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5/17/2024	Comerica Bank	20,873	$478K	0.0%	-8.8%	0.048%
5/16/2024	California State Teachers Retirement System	43,642	$1M	0.0%	-6.0%	0.101%
5/16/2024	Jacobs Levy Equity Management Inc.	194,336	$4.45M	0.0%	-1.2%	0.449%
5/15/2024	Public Employees Retirement System of Ohio	24,021	$551K	0.0%	-3.5%	0.055%
5/15/2024	Price T Rowe Associates Inc. MD	31,988	$734K	0.0%	+5.8%	0.074%
5/15/2024	Quadrature Capital Ltd	13,308	$305K	0.0%	-31.9%	0.031%
5/14/2024	CANADA LIFE ASSURANCE Co	49,819	$1.14M	0.0%	+4.8%	0.115%
5/10/2024	Vanguard Group Inc.	5,015,687	$114.96M	0.0%	-0.2%	11.540%
5/10/2024	Mitsubishi UFJ Trust & Banking Corp	6,552	$146K	0.0%	N/A	0.015%
5/9/2024	State Board of Administration of Florida Retirement System	19,209	$481K	0.0%	+52.6%	0.044%
5/8/2024	ProShare Advisors LLC	8,752	$201K	0.0%	+7.4%	0.020%
5/8/2024	US Bancorp DE	22,012	$505K	0.0%	-6.3%	0.051%
5/7/2024	Sei Investments Co.	97,420	$2.23M	0.0%	+12.6%	0.224%
5/7/2024	SG Americas Securities LLC	5,113	$117K	0.0%	-16.0%	0.012%
5/7/2024	Empowered Funds LLC	121,492	$2.79M	0.1%	+8.1%	0.280%
5/6/2024	Quantbot Technologies LP	12,792	$293K	0.0%	N/A	0.029%
5/6/2024	LSV Asset Management	680,903	$15.61M	0.0%	+116.2%	1.567%
5/1/2024	BNP Paribas Financial Markets	21,698	$497K	0.0%	+77.5%	0.050%
4/29/2024	Commonwealth Equity Services LLC	122,812	$2.82M	0.0%	+0.7%	0.283%
4/29/2024	Principal Financial Group Inc.	221,792	$5.08M	0.0%	-0.8%	0.510%
4/26/2024	Yousif Capital Management LLC	19,249	$441K	0.0%	-9.3%	0.044%
4/19/2024	State of Alaska Department of Revenue	26,016	$596K	0.0%	-3.2%	0.060%
3/25/2024	Quadrature Capital Ltd	19,552	$485K	0.0%	N/A	0.045%
3/22/2024	PNC Financial Services Group Inc.	14,552	$361K	0.0%	-12.5%	0.033%
3/11/2024	Vanguard Group Inc.	5,025,964	$124.80M	0.0%	-1.1%	11.521%
3/5/2024	Wellington Management Group LLP	1,426,599	$35.42M	0.0%	+3.2%	3.271%
2/13/2024	Teton Advisors Inc.	9,660	$240K	0.1%	N/A	0.022%
2/12/2024	Hsbc Holdings PLC	83,050	$2.07M	0.0%	+272.6%	0.190%
2/9/2024	Aigen Investment Management LP	9,494	$236K	0.0%	-45.6%	0.022%
2/9/2024	Quest Partners LLC	22,904	$569K	0.1%	N/A	0.052%
2/9/2024	Trexquant Investment LP	21,390	$531K	0.0%	N/A	0.049%
2/9/2024	PNC Financial Services Group Inc.	14,552	$361K	0.0%	-12.5%	0.033%
2/9/2024	Norges Bank	320,703	$7.96M	0.0%	N/A	0.734%
2/7/2024	Boston Partners	618,161	$15.32M	0.0%	-3.5%	1.416%
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2/7/2024	Principal Financial Group Inc.	223,518	$5.55M	0.0%	-5.9%	0.512%
2/7/2024	Dimensional Fund Advisors LP	2,525,556	$62.71M	0.0%	+0.8%	5.783%
2/6/2024	Charles Schwab Investment Management Inc.	361,890	$8.99M	0.0%	+1.9%	0.829%
2/6/2024	Maryland State Retirement & Pension System	15,582	$387K	0.0%	-3.9%	0.036%
2/6/2024	Private Advisor Group LLC	10,884	$270K	0.0%	+8.0%	0.025%
2/6/2024	LSV Asset Management	314,951	$7.82M	0.0%	+777.8%	0.721%
2/6/2024	Amalgamated Bank	15,819	$393K	0.0%	-7.3%	0.036%
2/6/2024	Swiss National Bank	86,800	$2.16M	0.0%	-10.2%	0.199%
2/5/2024	Victory Capital Management Inc.	8,839	$219K	0.0%	N/A	0.020%
2/1/2024	Yousif Capital Management LLC	21,229	$527K	0.0%	-2.4%	0.049%
2/1/2024	Grace & White Inc. NY	199,349	$4.95M	0.9%	+9.3%	0.456%
2/1/2024	Illinois Municipal Retirement Fund	24,501	$608K	0.0%	-5.9%	0.056%
1/31/2024	J.W. Cole Advisors Inc.	10,380	$258K	0.0%	N/A	0.024%
1/30/2024	Zurcher Kantonalbank Zurich Cantonalbank	11,967	$297K	0.0%	+55.8%	0.027%
1/29/2024	Louisiana State Employees Retirement System	21,500	$534K	0.0%	N/A	0.049%
1/24/2024	New York State Teachers Retirement System	11,077	$275K	0.0%	-9.0%	0.025%
1/23/2024	Etfidea LLC	16,300	$405K	0.2%	-10.3%	0.037%
1/19/2024	State of Alaska Department of Revenue	26,866	$667K	0.0%	-2.0%	0.062%
1/16/2024	Raymond James & Associates	17,843	$443K	0.0%	+3.1%	0.041%
1/12/2024	SG Americas Securities LLC	6,085	$151K	0.0%	-74.6%	0.014%
1/11/2024	Ziegler Capital Management LLC	30,221	$750K	0.0%	+6.9%	0.069%
12/18/2023	Vanguard Group Inc.	5,079,380	$101.84M	0.0%	+0.0%	11.631%
12/6/2023	Citigroup Inc.	36,854	$739K	0.0%	-47.7%	0.084%
12/1/2023	Wellington Management Group LLP	1,382,777	$27.73M	0.0%	+17.1%	3.166%
11/30/2023	American Century Companies Inc.	397,579	$7.97M	0.0%	+15.4%	0.910%
11/17/2023	Jacobs Levy Equity Management Inc.	205,597	$4.12M	0.0%	+8.7%	0.471%
11/13/2023	Fuller & Thaler Asset Management Inc.	1,038,046	$20.81M	0.1%	-0.2%	2.359%
11/13/2023	LPL Financial LLC	208,947	$4.19M	0.0%	+1.0%	0.475%
11/13/2023	Hsbc Holdings PLC	22,288	$448K	0.0%	-36.7%	0.051%
11/13/2023	Aigen Investment Management LP	17,437	$350K	0.1%	N/A	0.040%
11/13/2023	Invesco Ltd.	1,097,735	$22.01M	0.0%	-10.4%	2.494%
11/13/2023	Rafferty Asset Management LLC	34,005	$682K	0.0%	-43.4%	0.077%
11/13/2023	PNC Financial Services Group Inc.	16,624	$333K	0.0%	-3.1%	0.038%
11/9/2023	Rhumbline Advisers	136,953	$2.75M	0.0%	-1.4%	0.311%
11/9/2023	Deutsche Bank AG	21,644	$434K	0.0%	-17.7%	0.049%
11/9/2023	Citigroup Inc.	36,854	$739K	0.0%	-47.7%	0.084%
11/9/2023	Skandinaviska Enskilda Banken AB publ	49,400	$990K	0.0%	-17.1%	0.112%
11/9/2023	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	29,422	$590K	0.0%	-41.2%	0.067%
11/9/2023	Texas Permanent School Fund Corp	37,376	$749K	0.0%	-4.1%	0.085%
11/8/2023	Charles Schwab Investment Management Inc.	355,266	$7.12M	0.0%	+2.8%	0.807%
11/8/2023	Amalgamated Bank	17,059	$342K	0.0%	-3.7%	0.039%
11/8/2023	Boston Partners	640,634	$12.80M	0.0%	-3.4%	1.456%
11/7/2023	Barclays PLC	67,574	$1.36M	0.0%	-17.0%	0.154%
11/7/2023	South Dakota Investment Council	68,594	$1.38M	0.0%	-8.0%	0.156%
11/6/2023	Illinois Municipal Retirement Fund	26,028	$522K	0.0%	N/A	0.059%
11/6/2023	Assenagon Asset Management S.A.	57,166	$1.15M	0.0%	N/A	0.130%
11/4/2023	LSV Asset Management	35,880	$719K	0.0%	N/A	0.082%
11/3/2023	Private Advisor Group LLC	10,078	$202K	0.0%	N/A	0.023%
11/2/2023	Principal Financial Group Inc.	237,648	$4.77M	0.0%	-5.7%	0.540%
11/1/2023	Berkshire Bank	12,584	$252K	0.1%	+15.5%	0.029%
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10/30/2023	Yousif Capital Management LLC	21,754	$436K	0.0%	+2.8%	0.049%
10/27/2023	Oregon Public Employees Retirement Fund	13,123	$263K	0.0%	-5.1%	0.030%
10/25/2023	Grace & White Inc. NY	182,349	$3.66M	0.7%	+13.9%	0.414%
10/24/2023	Bank of New York Mellon Corp	500,609	$10.04M	0.0%	-2.3%	1.137%
10/24/2023	Maryland State Retirement & Pension System	16,210	$325K	0.0%	-6.0%	0.037%
10/23/2023	Commonwealth Equity Services LLC	121,535	$2.44M	0.0%	-1.5%	0.276%
10/18/2023	Exchange Traded Concepts LLC	18,636	$374K	0.0%	+11.4%	0.042%
10/16/2023	Ziegler Capital Management LLC	28,264	$567K	0.0%	-8.7%	0.064%
10/16/2023	State of Alaska Department of Revenue	27,401	$549K	0.0%	-5.9%	0.062%
10/13/2023	SG Americas Securities LLC	24,001	$481K	0.0%	N/A	0.055%

(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, 134 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 ($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 95 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), LSV Asset Management ($680.90K), Thrivent Financial for Lutherans ($576.72K), Assenagon Asset Management S.A. ($334.81K), Norges Bank ($320.70K), American Century Companies Inc. ($269.38K), and Wellington Management Group LLP ($245.77K).

How much institutional buying is happening at Berkshire Hills Bancorp?: Institutional investors have bought a total of 5,402,258 shares in the last 24 months. This purchase volume represents approximately $136.30M 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: HoldCo Asset Management LP ($1.27M), Boston Partners ($646.82K), Aristotle Capital Boston LLC ($452.15K), William Blair Investment Management LLC ($280.89K), Dimensional Fund Advisors LP ($216.65K), Verition Fund Management LLC ($215.21K), and Invesco Ltd. ($127.14K).
How much institutional selling is happening at Berkshire Hills Bancorp?: Institutional investors have sold a total of 4,212,620 shares in the last 24 months. This volume of shares sold represents approximately $103.38M in transactions.