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Burke & Herbert Financial Services Corp
BHRB
BHRB
51 hedge funds and large institutions have $89.3M invested in Burke & Herbert Financial Services Corp in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
3.84% more ownership
Funds ownership: 22.02% → 25.86% (+3.8%)
2% less funds holding
Funds holding: 52 → 51 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
15% less capital invested
Capital invested by funds: $105M → $89.3M (-$15.8M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
19
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.7M |
| 2 |
BlackRock
New York
|
+$5.45M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$3.55M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$567K |
| 5 |
State Street
Boston,
Massachusetts
|
+$409K |
Top Sellers
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$4.67M |
| 2 |
Jane Street
New York
|
-$3.15M |
| 3 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$2.58M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$1.7M |
| 5 |
TDC
Thompson Davis & Co
Richmond,
Virginia
|
-$519K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| $2.14K | +$1.03K | +20 | +77% |
|
|
52
T. Rowe Price Investment Management
Baltimore,
Maryland
| – | -$4.67M | -72,778 | Closed |
|
|
53
Jane Street
New York
| – | -$3.15M | -49,039 | Closed |
|
|
TDC
54
Thompson Davis & Co
Richmond,
Virginia
| – | -$519K | -8,080 | Closed |
|
55
Goldman Sachs
New York
| – | -$424K | -6,609 | Closed |
|
|
LBC
56
Lowe Brockenbrough & Co
Richmond,
Virginia
| – | -$385K | -6,000 | Closed |
|
|
VF
57
Virtu Financial
New York
| – | -$246K | -3,835 | Closed |
|
|
DC
58
Davenport & Co
Richmond,
Virginia
| – | -$208K | -3,240 | Closed |
|