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Burke & Herbert Financial Services Corp

56 hedge funds and large institutions have $124M invested in Burke & Herbert Financial Services Corp in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
20
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WANY
26
Wealthspire Advisors (New York)
New York
$412K 6,558 +71 +1%
Invesco
27
Invesco
Georgia
$386K 6,136 +6,136 New
MIM
28
Montgomery Investment Management
Maryland
$369K 5,866
HighTower Advisors
29
HighTower Advisors
Illinois
$283K 4,500
Jane Street
30
Jane Street
New York
$274K 4,352 +4,352 New
CCWM
31
Cassaday & Co Wealth Management
Virginia
$272K 4,320 -1,720 -28%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$268K 4,258 -110 -3%
SG Americas Securities
33
SG Americas Securities
New York
$249K 3,955 +1,359 +52%
First Trust Advisors
34
First Trust Advisors
Illinois
$242K 3,844 +3,844 New
OQS
35
Occudo Quantitative Strategies
Florida
$233K 3,701 +3,701 New
MIM
36
MetLife Investment Management
New Jersey
$218K 3,471
Deutsche Bank
37
Deutsche Bank
Germany
$210K 3,336 -146 -4%
AQR Capital Management
38
AQR Capital Management
Connecticut
$209K 3,315 +3,315 New
AIG
39
American International Group
New York
$201K 3,199 -13 -0.4%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$167K 2,654 +1 +0%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$123K 1,957 +808 +70%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$66.6K 1,059 -361 -25%
Citigroup
43
Citigroup
New York
$63.7K 1,012 +909 +883%
AB
44
Amalgamated Bank
New York
$37K 588 -65 -10%
M
45
MOTCO
Texas
$36.8K 585
Legal & General Group
46
Legal & General Group
United Kingdom
$35.4K 562
AIP
47
Ameritas Investment Partners
Nebraska
$33.4K 531
TRCT
48
Tower Research Capital (TRC)
New York
$33K 524 +118 +29%
SPIA
49
Steward Partners Investment Advisory
New York
$25.2K 400
MLICM
50
Metropolitan Life Insurance Company (MetLife)
New York
$22.6K 360