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Burke & Herbert Financial Services Corp

51 hedge funds and large institutions have $89.3M invested in Burke & Herbert Financial Services Corp in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
19
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$20.4M 439,808 +105,772 +32%
Vanguard Group
2
Vanguard Group
Pennsylvania
$15.4M 332,190 +305,240 +1,133%
HCM
3
Hutchinson Capital Management
California
$11.9M 255,080
BHBT
4
Burke & Herbert Bank & Trust
Virginia
$11.2M 241,440 +1,335 +0.6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$6.14M 132,225 +68,949 +109%
State Street
6
State Street
Massachusetts
$4.34M 93,454 +7,942 +9%
MPIM
7
McGinn Penninger Investment Management
Virginia
$3.27M 70,401 -3,040 -4%
MI
8
M3F Inc
Utah
$2.47M 53,183 -50,069 -48%
Northern Trust
9
Northern Trust
Illinois
$2.4M 51,698 +10,999 +27%
MC
10
Moors & Cabot
Massachusetts
$1.75M 37,769 -319 -0.8%
SSB
11
Sandy Spring Bank
Maryland
$1.21M 25,998 +546 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$923K 19,865 +3,864 +24%
Franklin Resources
13
Franklin Resources
California
$868K 18,690 +3,032 +19%
Charles Schwab
14
Charles Schwab
California
$846K 18,217 +3,503 +24%
HAM
15
HoldCo Asset Management
Florida
$487K 10,480
PCM
16
Passive Capital Management
Maryland
$435K 9,360
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$425K 9,141 -3,275 -26%
RhumbLine Advisers
18
RhumbLine Advisers
Massachusetts
$375K 8,065 +250 +3%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$372K 8,000
Wells Fargo
20
Wells Fargo
California
$353K 7,605 -1,493 -16%
Bank of America
21
Bank of America
North Carolina
$352K 7,572 +1,471 +24%
WANY
22
Wealthspire Advisors (New York)
New York
$301K 6,487 +68 +1%
CCWM
23
Cassaday & Co Wealth Management
Virginia
$281K 6,040 +6,040 New
MIM
24
Montgomery Investment Management
Maryland
$273K 5,866
Morgan Stanley
25
Morgan Stanley
New York
$269K 5,781 +1,388 +32%