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Burke & Herbert Financial Services Corp
BHRB

Overview Fund Activity

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.

Holders
119
Holders Change
+11
Holders Change %
+10.19%
% of All Funds
1.58%
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
–

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$28.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.02M
3
BlackRock
3
BlackRock
New York
$63.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$45.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.85M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$0
2
Jane Street
2
Jane Street
New York
$0
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$21.2M
4
RA
4
Royce & Associates
New York
$5.14M
5
Millennium Management
5
Millennium Management
New York
$1.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$1.36M 21,876 – –
UBS AM
27
UBS AM
Illinois
$1.28M 20,512 +4,029 +24%
Citadel Advisors
28
Citadel Advisors
Florida
$1.27M 20,333 +11,633 +134%
Millennium Management
29
Millennium Management
New York
$1.2M 19,312 -8,974 -32%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$1.16M 18,548 +341 +2%
Bank of America
31
Bank of America
North Carolina
$1.09M 17,518 +5,932 +51%
Franklin Resources
32
Franklin Resources
California
$933K 14,968 – –
QC
33
Quadrature Capital
United Kingdom
$902K 14,431 +2,122 +17%
EMFAT
34
Emerald Mutual Fund Advisers Trust
Pennsylvania
$816K 13,080 – –
Legal & General Group
35
Legal & General Group
United Kingdom
$809K 12,851 – –
Baird Financial Group
36
Baird Financial Group
Wisconsin
$798K 12,790 – –
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$793K 12,722 -80 -0.6%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$773K 12,400 -20 -0.2%
UBS Group
39
UBS Group
Switzerland
$751K 12,050 +4,790 +66%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$750K 12,026 +6,355 +112%
Citigroup
41
Citigroup
New York
$741K 11,886 +1,955 +20%
Empower Advisory Group
42
Empower Advisory Group
Colorado
$721K 11,560 – –
AllianceBernstein
43
AllianceBernstein
Tennessee
$694K 11,136 – –
Deutsche Bank
44
Deutsche Bank
Germany
$665K 10,660 +4,199 +65%
SSB
45
Sandy Spring Bank
Maryland
$640K 10,262 -100 -1%
PTC
46
Philadelphia Trust Company
Pennsylvania
$615K 9,858 – –
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$613K 9,829 +5,319 +118%
First Trust Advisors
48
First Trust Advisors
Illinois
$564K 9,048 +6 +0.1%
PCM
49
Passive Capital Management
Maryland
$553K 8,868 – –
MIM
50
MetLife Investment Management
New Jersey
$512K 8,214 +577 +8%
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