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Burke & Herbert Financial Services Corp
BHRB
BHRB
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: 1 → 2 (+1)
94% more funds holding
Funds holding: 54 → 105 (+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
Top Buyers
| 1 |
BlackRock
New York
|
+$24.4M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$18.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.8M |
| 4 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$15.7M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$7.65M |
Top Sellers
| 1 |
Mariner
Overland Park,
Kansas
|
-$414K |
| 2 |
AIG
American International Group
New York
|
-$178K |
| 3 |
JP Morgan Chase
New York
|
-$80.9K |
| 4 |
WANY
Wealthspire Advisors (New York)
New York
|
-$31.7K |
| 5 |
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
|
-$20.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
101
GAMMA Investing
Foster City,
California
| $2.14K | – | – | – |
|
102
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | +$2.04K | +40 | +1,333% |
|
|
C
103
Covestor
London,
United Kingdom
| $1K | +$1.27K | +25 | New |
|
104
Nisa Investment Advisors
St. Louis,
Missouri
| $612 | +$612 | +12 | New |
|
|
NA
105
NewEdge Advisors
New Orleans,
Louisiana
| $102 | +$102 | +2 | New |
|
|
AIG
106
American International Group
New York
| – | -$178K | -3,172 | Closed |
|
|
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$20.2K | -360 | Closed |
|
|
AWM
108
Avior Wealth Management
Omaha,
Nebraska
| – | -$56 | -1 | Closed |
|