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Burke & Herbert Financial Services Corp

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.

New
Increased
Maintained
Reduced
Closed

1,700% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 3

620% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 5

125% more capital invested

Capital invested by funds: $105M → $237M (+$132M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

94% more funds holding

Funds holding: 54105 (+51)

6.03% more ownership

Funds ownership: 25.25%31.28% (+6%)

Holders
105
Holders Change
+51
Holders Change %
+94.44%
% of All Funds
1.52%
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
Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
76
TIAA Trust, National Association
North Carolina
$213K +$213K +4,180 New
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$211K +$211K +4,136 New
Truist Financial
78
Truist Financial
North Carolina
$202K +$202K +3,962 New
CFM
79
Catalyst Funds Management
Australia
$193K +$193K +3,785 New
Citigroup
80
Citigroup
New York
$152K +$85.6K +1,680 +129%
TRCT
81
Tower Research Capital (TRC)
New York
$134K +$114K +2,233 +567%
SG Americas Securities
82
SG Americas Securities
New York
$121K -$9.73K -191 -7%
LSV Asset Management
83
LSV Asset Management
Illinois
$108K +$108K +2,118 New
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$84.2K +$78.1K +1,532 +1,277%
Legal & General Group
85
Legal & General Group
United Kingdom
$82.5K +$54.9K +1,077 +192%
AIP
86
Ameritas Investment Partners
Nebraska
$61.3K +$34.2K +671 +126%
FUBT
87
First United Bank & Trust
Maryland
$58.7K +$58.7K +1,152 New
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$57.9K +$57.6K +1,130 +18,833%
Lazard Asset Management
89
Lazard Asset Management
New York
$48K +$48.1K +943 New
FFO
90
Fortitude Family Office
Arizona
$47.7K +$45K +883 +1,666%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$39.2K +$29.3K +574 +294%
M
92
MOTCO
Texas
$29.8K
HWA
93
HHM Wealth Advisors
Tennessee
$28.5K +$28.5K +560 New
AB
94
Amalgamated Bank
New York
$22K +$10.6K +207 +95%
SPIA
95
Steward Partners Investment Advisory
New York
$20.4K
CHC
96
City Holding Co
West Virginia
$15.4K +$15.4K +302 New
AAP
97
Arax Advisory Partners
Colorado
$9.33K +$9.33K +183 New
BLC
98
Brown, Lisle/Cummings
Rhode Island
$7.65K +$2.55K +50 +50%
CFGS
99
Concourse Financial Group Securities
Alabama
$2.55K +$2.55K +50 New
ATPW
100
Ashton Thomas Private Wealth
Arizona
$2.45K +$2.45K +48 New