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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
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$282K
IIM
77
INTECH Investment Management
Florida
$278K +$292K +4,461 New
Raymond James Financial
78
Raymond James Financial
Florida
$274K +$288K +4,401 New
Osaic Holdings
79
Osaic Holdings
Arizona
$274K +$8.7K +133 +3%
CCWM
80
Cassaday & Co Wealth Management
Virginia
$269K
VOYA Investment Management
81
VOYA Investment Management
Georgia
$268K -$14.9K -228 -5%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$267K +$280K +4,287 New
TIAA Trust, National Association
83
TIAA Trust, National Association
North Carolina
$261K
AC
84
Avenir Corporation
Virginia
$243K +$255K +3,900 New
ASRS
85
Arizona State Retirement System
Arizona
$242K +$1.96K +30 +0.8%
XT
86
XTX Topco
Cayman Islands
$239K +$250K +3,826 New
ProShare Advisors
87
ProShare Advisors
Maryland
$238K +$250K +3,814 New
CCG
88
Ceeto Capital Group
Florida
$221K
Squarepoint
89
Squarepoint
New York
$218K +$229K +3,496 New
OQS
90
Occudo Quantitative Strategies
Florida
$212K -$194K -2,962 -47%
PFSRSONJ
91
Police & Firemen's Retirement System of New Jersey
New Jersey
$183K +$192K +2,942 New
A
92
AlphaQuest
New York
$180K -$324K -4,953 -63%
KK
93
KLP Kapitalforvaltning
Norway
$156K +$164K +2,500 New
AIP
94
Ameritas Investment Partners
Nebraska
$85.6K
TRCT
95
Tower Research Capital (TRC)
New York
$84K +$61.2K +936 +228%
FUBT
96
First United Bank & Trust
Maryland
$71.8K
FFO
97
Fortitude Family Office
Arizona
$58.4K
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$55K
Fidelity Investments
99
Fidelity Investments
Massachusetts
$46.5K +$4.19K +64 +9%
Federated Hermes
100
Federated Hermes
Pennsylvania
$45.6K -$2.55K -39 -5%