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Burke & Herbert Financial Services Corp

119 hedge funds and large institutions have $324M invested in Burke & Herbert Financial Services Corp in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

36% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 28

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more funds holding

Funds holding: 108119 (+11)

6% more capital invested

Capital invested by funds: $304M → $324M (+$19.5M)

1.31% more ownership

Funds ownership: 33.39%34.69% (+1.3%)

Holders
119
Holders Change
+11
Holders Change %
+10.19%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
19
Increased
38
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Mittelman Wealth Management
Massachusetts
$486K -$196K -3,000 -28%
Mirae Asset Global ETFs Holdings
52
Mirae Asset Global ETFs Holdings
Hong Kong
$481K +$35K +535 +7%
Two Sigma Investments
53
Two Sigma Investments
New York
$481K -$49.7K -760 -9%
SG Americas Securities
54
SG Americas Securities
New York
$473K +$165K +2,524 +50%
Mariner
55
Mariner
Kansas
$466K -$16.2K -248 -3%
HI
56
Hendershot Investments
Virginia
$442K -$136K -2,080 -23%
CF
57
Corebridge Financial
Texas
$420K -$33.3K -509 -7%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$416K +$436K +6,666 New
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$401K +$53.5K +818 +15%
TH
60
TCTC Holdings
Texas
$393K
MWM
61
Modera Wealth Management
New Jersey
$392K
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$381K +$400K +6,107 New
TI
63
Trexquant Investment
Connecticut
$367K +$385K +5,890 New
WANY
64
Wealthspire Advisors (New York)
New York
$362K -$15.8K -241 -4%
Invesco
65
Invesco
Georgia
$357K +$141K +2,148 +60%
JC
66
Jentner Corp
Ohio
$351K +$2.62K +40 +0.7%
Truist Financial
67
Truist Financial
North Carolina
$340K +$357K +5,451 New
NAM
68
NTV Asset Management
West Virginia
$328K
Focus Partners Wealth
69
Focus Partners Wealth
Massachusetts
$321K
VCM
70
Voleon Capital Management
California
$307K +$322K +4,925 New
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$305K -$5.56K -85 -2%
FNFDCM
72
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$304K -$40.9K -625 -11%
BC
73
Burney Company
Virginia
$300K
Stifel Financial
74
Stifel Financial
Missouri
$297K
DM
75
Delphi Management
Massachusetts
$283K +$297K +4,540 New