Burke & Herbert Financial Services Corp
BHRB
BHRB
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.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
less funds holding
Funds holding: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
15% less capital invested
Capital invested by funds: $105M → $89.3M (-$15.8M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
51
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
1 | +$14.2M | |
2 | +$4.91M | |
3 | +$3.2M | |
4 |
Northern Trust
Chicago,
Illinois
|
+$511K |
5 |
State Street
Boston,
Massachusetts
|
+$369K |
Top Sellers
1 | -$4.67M | |
2 | -$3.15M | |
3 | -$2.33M | |
4 |
HighTower Advisors
Chicago,
Illinois
|
-$1.53M |
5 |
TDC
Thompson Davis & Co
Richmond,
Virginia
|
-$519K |