BHRB icon

Burke & Herbert Financial Services Corp

56 hedge funds and large institutions have $124M invested in Burke & Herbert Financial Services Corp in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
20
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$29.7M 472,902 +33,094 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$21.2M 337,131 +4,941 +1%
HCM
3
Hutchinson Capital Management
California
$16M 255,080
BHBT
4
Burke & Herbert Bank & Trust
Virginia
$15.2M 240,965 -475 -0.2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$8.78M 139,496 +7,271 +5%
State Street
6
State Street
Massachusetts
$8.19M 130,274 +36,820 +39%
Northern Trust
7
Northern Trust
Illinois
$3.64M 57,874 +6,176 +12%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$2.78M 44,211 +24,346 +123%
MC
9
Moors & Cabot
Massachusetts
$1.94M 30,869 -6,900 -18%
Morgan Stanley
10
Morgan Stanley
New York
$1.58M 25,120 +19,339 +335%
Wells Fargo
11
Wells Fargo
California
$1.16M 18,451 +10,846 +143%
Charles Schwab
12
Charles Schwab
California
$1.11M 17,684 -533 -3%
SSB
13
Sandy Spring Bank
Maryland
$998K 15,862 -10,136 -39%
Mariner
14
Mariner
Kansas
$956K 15,206 +9,875 +185%
Franklin Resources
15
Franklin Resources
California
$941K 14,968 -3,722 -20%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$788K 12,522 +3,381 +37%
Bank of America
17
Bank of America
North Carolina
$687K 10,929 +3,357 +44%
HAM
18
HoldCo Asset Management
Florida
$659K 10,480
PCM
19
Passive Capital Management
Maryland
$589K 9,360
Barclays
20
Barclays
United Kingdom
$553K 8,801 +7,741 +730%
Goldman Sachs
21
Goldman Sachs
New York
$509K 8,093 +8,093 New
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$504K 8,017 -48 -0.6%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$503K 8,000
UBS Group
24
UBS Group
Switzerland
$444K 7,064 +3,532 +100%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$417K 6,622 +6,622 New