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Burke & Herbert Financial Services Corp

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.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 26

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

29% more capital invested

Capital invested by funds: $237M → $304M (+$67.6M)

3% more funds holding

Funds holding: 105108 (+3)

2.11% more ownership

Funds ownership: 31.28%33.39% (+2.1%)

Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.55%
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
Name Holding Trade Value Shares
Change
Change in
Stake
VF
51
Virtu Financial
New York
$526K +$529K +8,630 New
Two Sigma Investments
52
Two Sigma Investments
New York
$516K -$71.4K -1,166 -12%
A
53
AlphaQuest
New York
$478K +$480K +7,843 New
Mariner
54
Mariner
Kansas
$471K -$19.7K -321 -4%
MIM
55
MetLife Investment Management
New Jersey
$466K
UBS Group
56
UBS Group
Switzerland
$443K -$307K -5,017 -41%
CF
57
Corebridge Financial
Texas
$442K +$15.9K +260 +4%
Mirae Asset Global ETFs Holdings
58
Mirae Asset Global ETFs Holdings
Hong Kong
$438K +$40.9K +668 +10%
Deutsche Bank
59
Deutsche Bank
Germany
$394K +$123K +2,016 +45%
OQS
60
Occudo Quantitative Strategies
Florida
$388K +$389K +6,358 New
TH
61
TCTC Holdings
Texas
$384K
MWM
62
Modera Wealth Management
New Jersey
$383K +$385K +6,280 New
WANY
63
Wealthspire Advisors (New York)
New York
$369K +$2.94K +48 +0.8%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$346K +$347K +5,671 New
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$343K +$13.9K +227 +4%
JC
66
Jentner Corp
Ohio
$340K +$2.39K +39 +0.7%
FNFDCM
67
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$335K +$245 +4 +0.1%
NAM
68
NTV Asset Management
West Virginia
$321K +$64.4K +1,052 +25%
Focus Partners Wealth
69
Focus Partners Wealth
Massachusetts
$314K +$315K +5,142 New
SG Americas Securities
70
SG Americas Securities
New York
$309K +$165K +2,696 +114%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$303K -$7.23K -118 -2%
LPL Financial
72
LPL Financial
California
$302K -$253K -4,137 -46%
BC
73
Burney Company
Virginia
$294K
Stifel Financial
74
Stifel Financial
Missouri
$290K
VOYA Investment Management
75
VOYA Investment Management
Georgia
$276K -$9.98K -163 -3%