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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
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$276K -$42.9K -700 -13%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$276K +$22.9K +374 +9%
CCWM
78
Cassaday & Co Wealth Management
Virginia
$263K
Osaic Holdings
79
Osaic Holdings
Arizona
$260K -$1.35K -22 -0.5%
RJA
80
Raymond James & Associates
Florida
$259K -$64.4K -1,051 -20%
HighTower Advisors
81
HighTower Advisors
Illinois
$257K -$24.5K -400 -9%
TIAA Trust, National Association
82
TIAA Trust, National Association
North Carolina
$255K
ASRS
83
Arizona State Retirement System
Arizona
$235K +$236K +3,847 New
Invesco
84
Invesco
Georgia
$218K +$219K +3,582 New
CCG
85
Ceeto Capital Group
Florida
$216K +$217K +3,536 New
QT
86
Quantbot Technologies
New York
$118K +$118K +1,934 New
AIP
87
Ameritas Investment Partners
Nebraska
$83.7K +$10.4K +170 +14%
FUBT
88
First United Bank & Trust
Maryland
$70.3K
FFO
89
Fortitude Family Office
Arizona
$57.1K
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$53.8K -$47.2K -770 -47%
Federated Hermes
91
Federated Hermes
Pennsylvania
$47K +$47.2K +771 New
Fidelity Investments
92
Fidelity Investments
Massachusetts
$41.6K -$5.33K -87 -11%
M
93
MOTCO
Texas
$35.7K
HWA
94
HHM Wealth Advisors
Tennessee
$34.2K
AB
95
Amalgamated Bank
New York
$26K
TRCT
96
Tower Research Capital (TRC)
New York
$25.1K -$136K -2,216 -84%
SPIA
97
Steward Partners Investment Advisory
New York
$24.4K
CHC
98
City Holding Co
West Virginia
$18.4K
AAP
99
Arax Advisory Partners
Colorado
$11.2K
BLC
100
Brown, Lisle/Cummings
Rhode Island
$9.15K