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Burke & Herbert Financial Services Corp
BHRB

Overview Fund Activity

105 hedge funds and large institutions have $237M invested in Burke & Herbert Financial Services Corp in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 36 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
105
Holders Change
+51
Holders Change %
+94.44%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
54
Increased
36
Reduced
5
Closed
3
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
BlackRock
1
BlackRock
New York
$47.1M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$18.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$33.2M
4
FL
4
Fourthstone LLC
Missouri
$15.7M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$14.8M

Top Sellers

1
Mariner
1
Mariner
Kansas
$410K
2
AIG
2
American International Group
New York
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$291K
4
WANY
4
Wealthspire Advisors (New York)
New York
$306K
5
MLICM
5
Metropolitan Life Insurance Company (MetLife)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CF
51
Corebridge Financial
Texas
$356K 6,982 +6,982 New
Mirae Asset Global ETFs Holdings
52
Mirae Asset Global ETFs Holdings
Hong Kong
$332K 6,508 +6,508 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$326K 6,400 – –
TH
54
TCTC Holdings
Texas
$321K 6,303 +6,303 New
WANY
55
Wealthspire Advisors (New York)
New York
$306K 5,999 -622 -9%
MIM
56
Montgomery Investment Management
Maryland
$299K 5,866 – –
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$291K 5,709 -1,588 -22%
JC
58
Jentner Corp
Ohio
$283K 5,543 +5,543 New
FNFDCM
59
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$280K 5,489 +5,489 New
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$275K 5,393 +1,213 +29%
RJA
61
Raymond James & Associates
Florida
$270K 5,303 +5,303 New
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$266K 5,227 +2,573 +97%
First Trust Advisors
63
First Trust Advisors
Illinois
$265K 5,203 +1,560 +43%
SO
64
STRS Ohio
Ohio
$265K 5,200 +5,200 New
BSW
65
Buckingham Strategic Wealth
Missouri
$262K 5,142 +5,142 New
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$259K 5,086 +5,086 New
BC
67
Burney Company
Virginia
$246K 4,816 +4,816 New
Stifel Financial
68
Stifel Financial
Missouri
$242K 4,755 +4,755 New
VOYA Investment Management
69
VOYA Investment Management
Georgia
$239K 4,692 +4,692 New
HighTower Advisors
70
HighTower Advisors
Illinois
$235K 4,609 +41 +0.9%
Deutsche Bank
71
Deutsche Bank
Germany
$227K 4,445 +1,032 +30%
CCWM
72
Cassaday & Co Wealth Management
Virginia
$220K 4,320 – –
Osaic Holdings
73
Osaic Holdings
Arizona
$218K 4,282 +4,282 New
BCM
74
Bridgeway Capital Management
Texas
$218K 4,281 +4,281 New
NAM
75
NTV Asset Management
West Virginia
$215K 4,213 +4,213 New
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3
4 5