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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 %
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$276K 4,527 -700 -13%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$276K 4,510 +374 +9%
CCWM
78
Cassaday & Co Wealth Management
Virginia
$263K 4,320 – –
Osaic Holdings
79
Osaic Holdings
Arizona
$260K 4,260 -22 -0.5%
RJA
80
Raymond James & Associates
Florida
$259K 4,252 -1,051 -20%
HighTower Advisors
81
HighTower Advisors
Illinois
$257K 4,209 -400 -9%
TIAA Trust, National Association
82
TIAA Trust, National Association
North Carolina
$255K 4,180 – –
ASRS
83
Arizona State Retirement System
Arizona
$235K 3,847 +3,847 New
Invesco
84
Invesco
Georgia
$218K 3,582 +3,582 New
CCG
85
Ceeto Capital Group
Florida
$216K 3,536 +3,536 New
QT
86
Quantbot Technologies
New York
$118K 1,934 +1,934 New
AIP
87
Ameritas Investment Partners
Nebraska
$83.7K 1,372 +170 +14%
FUBT
88
First United Bank & Trust
Maryland
$70.3K 1,152 – –
FFO
89
Fortitude Family Office
Arizona
$57.1K 936 – –
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$53.8K 882 -770 -47%
Federated Hermes
91
Federated Hermes
Pennsylvania
$47K 771 +771 New
Fidelity Investments
92
Fidelity Investments
Massachusetts
$41.6K 682 -87 -11%
M
93
MOTCO
Texas
$35.7K 585 – –
HWA
94
HHM Wealth Advisors
Tennessee
$34.2K 560 – –
AB
95
Amalgamated Bank
New York
$26K 424 – –
TRCT
96
Tower Research Capital (TRC)
New York
$25.1K 411 -2,216 -84%
SPIA
97
Steward Partners Investment Advisory
New York
$24.4K 400 – –
CHC
98
City Holding Co
West Virginia
$18.4K 302 – –
AAP
99
Arax Advisory Partners
Colorado
$11.2K 183 – –
BLC
100
Brown, Lisle/Cummings
Rhode Island
$9.15K 150 – –
1 2 3
4
5