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Burke & Herbert Financial Services Corp
BHRB
BHRB
56 hedge funds and large institutions have $124M invested in Burke & Herbert Financial Services Corp in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
67% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 12
39% more capital invested
Capital invested by funds: $89.3M → $124M (+$35.1M)
10% more funds holding
Funds holding: 51 → 56 (+5)
0.75% more ownership
Funds ownership: 25.86% → 26.62% (+0.75%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
20
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
State Street
Boston,
Massachusetts
|
+$1.83M |
| 2 |
BlackRock
New York
|
+$1.65M |
| 3 |
Bank of New York Mellon
New York
|
+$1.21M |
| 4 |
Morgan Stanley
New York
|
+$963K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$540K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Osaic Holdings
Scottsdale,
Arizona
| $12.6K | – | – | – |
|
52
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $7.55K | – | – | – |
|
53
Fidelity Investments
Boston,
Massachusetts
| $7.3K | +$3.48K | +70 | +152% |
|
|
BLC
54
Brown, Lisle/Cummings
Providence,
Rhode Island
| $6.29K | – | – | – |
|
|
FFO
55
Fortitude Family Office
Scottsdale,
Arizona
| $3.33K | +$2.64K | +53 | New |
|
|
GI
56
GAMMA Investing
Foster City,
California
| $2.45K | +$2.09K | +42 | New |
|
|
MPIM
57
McGinn Penninger Investment Management
Alexandria,
Virginia
| – | -$3.27M | -70,401 | Closed |
|
|
MI
58
M3F Inc
Salt Lake City,
Utah
| – | -$2.47M | -53,183 | Closed |
|
|
CCG
59
Cypress Capital Group
Palm Beach,
Florida
| – | -$256K | -5,520 | Closed |
|
60
Allspring Global Investments
Charlotte,
North Carolina
| – | -$43.5K | -936 | Closed |
|