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Burke & Herbert Financial Services Corp
BHRB

Overview Fund Activity

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.

Holders
119
Holders Change
+11
Holders Change %
+10.19%
% of All Funds
1.58%
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
–

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$28.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.02M
3
BlackRock
3
BlackRock
New York
$63.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$45.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.85M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$0
2
Jane Street
2
Jane Street
New York
$0
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$21.2M
4
RA
4
Royce & Associates
New York
$5.14M
5
Millennium Management
5
Millennium Management
New York
$1.2M
Name Market Value Shares Shares
Change 		Shares
Change %
M
101
MOTCO
Texas
$36.5K 585 – –
HWA
102
HHM Wealth Advisors
Tennessee
$34.9K 560 – –
SCM
103
Sterling Capital Management
North Carolina
$27K 433 +387 +841%
AB
104
Amalgamated Bank
New York
$26K 424 – –
SPIA
105
Steward Partners Investment Advisory
New York
$24.9K 400 – –
CHC
106
City Holding Co
West Virginia
$18.8K 302 – –
AAP
107
Arax Advisory Partners
Colorado
$11.2K 180 -3 -2%
BLC
108
Brown, Lisle/Cummings
Rhode Island
$9.35K 150 – –
RS
109
R Squared
Hong Kong
$5.61K 90 +90 New
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$4K 61 -19 -24%
CFGS
111
Concourse Financial Group Securities
Alabama
$3.06K 50 – –
GI
112
GAMMA Investing
California
$2.74K 44 +37 +529%
S
113
SignatureFD
Georgia
$1.82K 29 – –
RIL
114
Rothschild Investment LLC
Illinois
$1.25K 20 +20 New
US Bancorp
115
US Bancorp
Minnesota
$935 15 +15 New
Creative Planning
116
Creative Planning
Kansas
$873 14 +14 New
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$748 12 – –
IA
118
IFP Advisors
Florida
– – – –
NA
119
NewEdge Advisors
Louisiana
$127 2 – –
QT
120
Quantbot Technologies
New York
$62 1 -1,933 -100%
KAS
121
Kestra Advisory Services
Texas
– – -31,594 Closed
Jane Street
122
Jane Street
New York
– – -18,772 Closed
VF
123
Virtu Financial
New York
– – -8,630 Closed
LPL Financial
124
LPL Financial
California
– – -4,944 Closed
HighTower Advisors
125
HighTower Advisors
Illinois
– – -4,209 Closed
2 3 4
5
6