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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
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$5K +$2.27K +37 +86%
CFGS
102
Concourse Financial Group Securities
Alabama
$3.05K
SCM
103
Sterling Capital Management
North Carolina
$2.81K +$2.82K +46 New
S
104
SignatureFD
Georgia
$1.78K +$1.78K +29 New
Nisa Investment Advisors
105
Nisa Investment Advisors
Missouri
$732
CPA
106
Capital Performance Advisors
California
$610 +$612 +10 New
GI
107
GAMMA Investing
California
$427 -$2.14K -35 -83%
NA
108
NewEdge Advisors
Louisiana
$123
Renaissance Technologies
109
Renaissance Technologies
New York
-$2.83M -55,460 Closed
YIH
110
Y-Intercept (HK)
Hong Kong
-$1.61M -31,496 Closed
AFA
111
AA Financial Advisors
Ohio
-$1.59M -31,166 Closed
Marshall Wace
112
Marshall Wace
United Kingdom
-$427K -8,384 Closed
MIM
113
Montgomery Investment Management
Maryland
-$299K -5,866 Closed
SO
114
STRS Ohio
Ohio
-$265K -5,200 Closed
BCM
115
Bridgeway Capital Management
Texas
-$218K -4,281 Closed
Truist Financial
116
Truist Financial
North Carolina
-$202K -3,962 Closed
CFM
117
Catalyst Funds Management
Australia
-$193K -3,785 Closed
LSV Asset Management
118
LSV Asset Management
Illinois
-$108K -2,118 Closed
Lazard Asset Management
119
Lazard Asset Management
New York
-$48K -943 Closed
ATPW
120
Ashton Thomas Private Wealth
Arizona
-$2.45K -48 Closed
C
121
Covestor
United Kingdom
-$1.53K -25 Closed