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Burke & Herbert Financial Services Corp

108 hedge funds and large institutions have $304M invested in Burke & Herbert Financial Services Corp in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 26

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

29% more capital invested

Capital invested by funds: $237M → $304M (+$67.6M)

3% more funds holding

Funds holding: 105108 (+3)

2.11% more ownership

Funds ownership: 31.28%33.39% (+2.1%)

Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
39
Reduced
26
Closed
13
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$1.35M +$31.5K +515 +2%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$1.33M -$61.7K -1,008 -4%
American Century Companies
28
American Century Companies
Missouri
$1.2M -$2.51M -40,992 -68%
Jane Street
29
Jane Street
New York
$1.14M +$74.6K +1,218 +7%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$1.11M -$46.9K -766 -4%
UBS AM
31
UBS AM
Illinois
$1.01M +$1.01M +16,483 New
Franklin Resources
32
Franklin Resources
California
$909K
EMFAT
33
Emerald Mutual Fund Advisers Trust
Pennsylvania
$798K
Legal & General Group
34
Legal & General Group
United Kingdom
$784K +$687K +11,212 +684%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$781K +$715K +11,666 +1,027%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$780K
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$757K +$369K +6,020 +94%
QC
38
Quadrature Capital
United Kingdom
$750K +$34.7K +566 +5%
Bank of America
39
Bank of America
North Carolina
$707K +$57.5K +939 +9%
Empower Advisory Group
40
Empower Advisory Group
Colorado
$705K
AllianceBernstein
41
AllianceBernstein
Tennessee
$679K
MWM
42
Mittelman Wealth Management
Massachusetts
$659K +$662K +10,801 New
HAM
43
HoldCo Asset Management
Florida
$639K
SSB
44
Sandy Spring Bank
Maryland
$632K -$30.6K -500 -5%
Citigroup
45
Citigroup
New York
$606K +$426K +6,951 +233%
PTC
46
Philadelphia Trust Company
Pennsylvania
$601K
HI
47
Hendershot Investments
Virginia
$559K -$367K -5,984 -39%
First Trust Advisors
48
First Trust Advisors
Illinois
$551K +$235K +3,839 +74%
PCM
49
Passive Capital Management
Maryland
$541K -$30.1K -492 -5%
Citadel Advisors
50
Citadel Advisors
Florida
$531K +$37.4K +610 +8%