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Burke & Herbert Financial Services Corp

119 hedge funds and large institutions have $324M invested in Burke & Herbert Financial Services Corp in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

36% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 28

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more funds holding

Funds holding: 108119 (+11)

6% more capital invested

Capital invested by funds: $304M → $324M (+$19.5M)

1.31% more ownership

Funds ownership: 33.39%34.69% (+1.3%)

Holders
119
Holders Change
+11
Holders Change %
+10.19%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
19
Increased
38
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$1.36M
UBS AM
27
UBS AM
Illinois
$1.28M +$264K +4,029 +24%
Citadel Advisors
28
Citadel Advisors
Florida
$1.27M +$761K +11,633 +134%
Millennium Management
29
Millennium Management
New York
$1.2M -$587K -8,974 -32%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$1.16M +$22.3K +341 +2%
Bank of America
31
Bank of America
North Carolina
$1.09M +$388K +5,932 +51%
Franklin Resources
32
Franklin Resources
California
$933K
QC
33
Quadrature Capital
United Kingdom
$902K +$139K +2,122 +17%
EMFAT
34
Emerald Mutual Fund Advisers Trust
Pennsylvania
$816K
Legal & General Group
35
Legal & General Group
United Kingdom
$809K
Baird Financial Group
36
Baird Financial Group
Wisconsin
$798K
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$793K -$5.23K -80 -0.6%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$773K -$1.31K -20 -0.2%
UBS Group
39
UBS Group
Switzerland
$751K +$313K +4,790 +66%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$750K +$416K +6,355 +112%
Citigroup
41
Citigroup
New York
$741K +$128K +1,955 +20%
Empower Advisory Group
42
Empower Advisory Group
Colorado
$721K
AllianceBernstein
43
AllianceBernstein
Tennessee
$694K
Deutsche Bank
44
Deutsche Bank
Germany
$665K +$275K +4,199 +65%
SSB
45
Sandy Spring Bank
Maryland
$640K -$6.54K -100 -1%
PTC
46
Philadelphia Trust Company
Pennsylvania
$615K
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$613K +$348K +5,319 +118%
First Trust Advisors
48
First Trust Advisors
Illinois
$564K +$393 +6 +0.1%
PCM
49
Passive Capital Management
Maryland
$553K
MIM
50
MetLife Investment Management
New Jersey
$512K +$37.7K +577 +8%