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Burke & Herbert Financial Services Corp
BHRB

Overview Fund Activity

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.

Holders
119
Holders Change
+11
Holders Change %
+10.19%
% of All Funds
1.58%
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
–

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$28.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.02M
3
BlackRock
3
BlackRock
New York
$63.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$45.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.85M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$0
2
Jane Street
2
Jane Street
New York
$0
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$21.2M
4
RA
4
Royce & Associates
New York
$5.14M
5
Millennium Management
5
Millennium Management
New York
$1.2M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
51
Mittelman Wealth Management
Massachusetts
$486K 7,801 -3,000 -28%
Mirae Asset Global ETFs Holdings
52
Mirae Asset Global ETFs Holdings
Hong Kong
$481K 7,711 +535 +7%
Two Sigma Investments
53
Two Sigma Investments
New York
$481K 7,707 -760 -9%
SG Americas Securities
54
SG Americas Securities
New York
$473K 7,591 +2,524 +50%
Mariner
55
Mariner
Kansas
$466K 7,478 -248 -3%
HI
56
Hendershot Investments
Virginia
$442K 7,092 -2,080 -23%
CF
57
Corebridge Financial
Texas
$420K 6,733 -509 -7%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$416K 6,666 +6,666 New
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$401K 6,438 +818 +15%
TH
60
TCTC Holdings
Texas
$393K 6,303 – –
MWM
61
Modera Wealth Management
New Jersey
$392K 6,280 – –
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$381K 6,107 +6,107 New
TI
63
Trexquant Investment
Connecticut
$367K 5,890 +5,890 New
WANY
64
Wealthspire Advisors (New York)
New York
$362K 5,806 -241 -4%
Invesco
65
Invesco
Georgia
$357K 5,730 +2,148 +60%
JC
66
Jentner Corp
Ohio
$351K 5,622 +40 +0.7%
Truist Financial
67
Truist Financial
North Carolina
$340K 5,451 +5,451 New
NAM
68
NTV Asset Management
West Virginia
$328K 5,265 – –
Focus Partners Wealth
69
Focus Partners Wealth
Massachusetts
$321K 5,142 – –
VCM
70
Voleon Capital Management
California
$307K 4,925 +4,925 New
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$305K 4,883 -85 -2%
FNFDCM
72
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$304K 4,868 -625 -11%
BC
73
Burney Company
Virginia
$300K 4,816 – –
Stifel Financial
74
Stifel Financial
Missouri
$297K 4,755 – –
DM
75
Delphi Management
Massachusetts
$283K 4,540 +4,540 New
1 2
3
4 5