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Burke & Herbert Financial Services Corp

105 hedge funds and large institutions have $237M invested in Burke & Herbert Financial Services Corp in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 36 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 3

620% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 5

125% more capital invested

Capital invested by funds: $105M → $237M (+$132M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

94% more funds holding

Funds holding: 54105 (+51)

6.03% more ownership

Funds ownership: 25.25%31.28% (+6%)

Holders
105
Holders Change
+51
Holders Change %
+94.44%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
54
Increased
36
Reduced
5
Closed
3
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$1.1M +$303K +5,949 +38%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$967K +$541K +10,613 +127%
Millennium Management
28
Millennium Management
New York
$906K +$905K +17,763 New
Jane Street
29
Jane Street
New York
$895K +$895K +17,554 New
Morgan Stanley
30
Morgan Stanley
New York
$791K +$316K +6,196 +67%
HI
31
Hendershot Investments
Virginia
$773K +$772K +15,156 New
Franklin Resources
32
Franklin Resources
California
$763K
EMFAT
33
Emerald Mutual Fund Advisers Trust
Pennsylvania
$667K +$667K +13,080 New
Baird Financial Group
34
Baird Financial Group
Wisconsin
$652K +$244K +4,790 +60%
UBS Group
35
UBS Group
Switzerland
$626K +$291K +5,715 +87%
QC
36
Quadrature Capital
United Kingdom
$599K +$242K +4,754 +68%
Empower Advisory Group
37
Empower Advisory Group
Colorado
$589K +$589K +11,560 New
AllianceBernstein
38
AllianceBernstein
Tennessee
$568K +$568K +11,136 New
SSB
39
Sandy Spring Bank
Maryland
$554K -$10.2K -200 -2%
Bank of America
40
Bank of America
North Carolina
$543K +$383K +7,508 +239%
HAM
41
HoldCo Asset Management
Florida
$534K
PTC
42
Philadelphia Trust Company
Pennsylvania
$503K +$502K +9,858 New
Two Sigma Investments
43
Two Sigma Investments
New York
$491K +$491K +9,633 New
PCM
44
Passive Capital Management
Maryland
$477K
LPL Financial
45
LPL Financial
California
$463K +$463K +9,081 New
Marshall Wace
46
Marshall Wace
United Kingdom
$427K +$427K +8,384 New
Citadel Advisors
47
Citadel Advisors
Florida
$412K +$412K +8,090 New
Mariner
48
Mariner
Kansas
$410K -$414K -8,118 -50%
MIM
49
MetLife Investment Management
New Jersey
$389K +$212K +4,166 +120%
Barclays
50
Barclays
United Kingdom
$373K +$144K +2,832 +63%