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Burke & Herbert Financial Services Corp
BHRB

Overview Fund Activity

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.

Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.56%
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
–

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$24.2M
2
BlackRock
2
BlackRock
New York
$60.6M
3
Charles Schwab
3
Charles Schwab
California
$6.62M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$43.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.21M

Top Sellers

1
BHBT
1
Burke & Herbert Bank & Trust
Virginia
$16M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
American Century Companies
3
American Century Companies
Missouri
$1.2M
4
YIH
4
Y-Intercept (HK)
Hong Kong
$0
5
AFA
5
AA Financial Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$1.35M 22,149 +515 +2%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$1.33M 21,876 -1,008 -4%
American Century Companies
28
American Century Companies
Missouri
$1.2M 19,641 -40,992 -68%
Jane Street
29
Jane Street
New York
$1.14M 18,772 +1,218 +7%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$1.11M 18,207 -766 -4%
UBS AM
31
UBS AM
Illinois
$1.01M 16,483 +16,483 New
Franklin Resources
32
Franklin Resources
California
$909K 14,968 – –
EMFAT
33
Emerald Mutual Fund Advisers Trust
Pennsylvania
$798K 13,080 – –
Legal & General Group
34
Legal & General Group
United Kingdom
$784K 12,851 +11,212 +684%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$781K 12,802 +11,666 +1,027%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$780K 12,790 – –
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$757K 12,420 +6,020 +94%
QC
38
Quadrature Capital
United Kingdom
$750K 12,309 +566 +5%
Bank of America
39
Bank of America
North Carolina
$707K 11,586 +939 +9%
Empower Advisory Group
40
Empower Advisory Group
Colorado
$705K 11,560 – –
AllianceBernstein
41
AllianceBernstein
Tennessee
$679K 11,136 – –
MWM
42
Mittelman Wealth Management
Massachusetts
$659K 10,801 +10,801 New
HAM
43
HoldCo Asset Management
Florida
$639K 10,480 – –
SSB
44
Sandy Spring Bank
Maryland
$632K 10,362 -500 -5%
Citigroup
45
Citigroup
New York
$606K 9,931 +6,951 +233%
PTC
46
Philadelphia Trust Company
Pennsylvania
$601K 9,858 – –
HI
47
Hendershot Investments
Virginia
$559K 9,172 -5,984 -39%
First Trust Advisors
48
First Trust Advisors
Illinois
$551K 9,042 +3,839 +74%
PCM
49
Passive Capital Management
Maryland
$541K 8,868 -492 -5%
Citadel Advisors
50
Citadel Advisors
Florida
$531K 8,700 +610 +8%
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