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Burke & Herbert Financial Services Corp
BHRB

Overview Fund Activity

108 hedge funds and large institutions have $304M invested in Burke & Herbert Financial Services Corp in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 26 reducing their positions, and 13 closing their positions.

Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
39
Reduced
26
Closed
13
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
–

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$24.2M
2
BlackRock
2
BlackRock
New York
$60.6M
3
Charles Schwab
3
Charles Schwab
California
$6.62M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$43.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.21M

Top Sellers

1
BHBT
1
Burke & Herbert Bank & Trust
Virginia
$16M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
American Century Companies
3
American Century Companies
Missouri
$1.2M
4
YIH
4
Y-Intercept (HK)
Hong Kong
$0
5
AFA
5
AA Financial Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VF
51
Virtu Financial
New York
$526K 8,630 +8,630 New
Two Sigma Investments
52
Two Sigma Investments
New York
$516K 8,467 -1,166 -12%
A
53
AlphaQuest
New York
$478K 7,843 +7,843 New
Mariner
54
Mariner
Kansas
$471K 7,726 -321 -4%
MIM
55
MetLife Investment Management
New Jersey
$466K 7,637 – –
UBS Group
56
UBS Group
Switzerland
$443K 7,260 -5,017 -41%
CF
57
Corebridge Financial
Texas
$442K 7,242 +260 +4%
Mirae Asset Global ETFs Holdings
58
Mirae Asset Global ETFs Holdings
Hong Kong
$438K 7,176 +668 +10%
Deutsche Bank
59
Deutsche Bank
Germany
$394K 6,461 +2,016 +45%
OQS
60
Occudo Quantitative Strategies
Florida
$388K 6,358 +6,358 New
TH
61
TCTC Holdings
Texas
$384K 6,303 – –
MWM
62
Modera Wealth Management
New Jersey
$383K 6,280 +6,280 New
WANY
63
Wealthspire Advisors (New York)
New York
$369K 6,047 +48 +0.8%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$346K 5,671 +5,671 New
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$343K 5,620 +227 +4%
JC
66
Jentner Corp
Ohio
$340K 5,582 +39 +0.7%
FNFDCM
67
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$335K 5,493 +4 +0.1%
NAM
68
NTV Asset Management
West Virginia
$321K 5,265 +1,052 +25%
Focus Partners Wealth
69
Focus Partners Wealth
Massachusetts
$314K 5,142 +5,142 New
SG Americas Securities
70
SG Americas Securities
New York
$309K 5,067 +2,696 +114%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$303K 4,968 -118 -2%
LPL Financial
72
LPL Financial
California
$302K 4,944 -4,137 -46%
BC
73
Burney Company
Virginia
$294K 4,816 – –
Stifel Financial
74
Stifel Financial
Missouri
$290K 4,755 – –
VOYA Investment Management
75
VOYA Investment Management
Georgia
$276K 4,529 -163 -3%
1 2
3
4 5