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Burke & Herbert Financial Services Corp

54 hedge funds and large institutions have $105M invested in Burke & Herbert Financial Services Corp in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
12
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$24.9M 445,268 -27,634 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$19.1M 341,705 +4,574 +1%
HCM
3
Hutchinson Capital Management
California
$14.3M 255,080
BHBT
4
Burke & Herbert Bank & Trust
Virginia
$11.5M 204,724 -36,241 -15%
State Street
5
State Street
Massachusetts
$7.92M 141,366 +11,092 +9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$7.91M 141,101 +1,605 +1%
Northern Trust
7
Northern Trust
Illinois
$3.13M 55,796 -2,078 -4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$2.32M 41,435 -2,776 -6%
MC
9
Moors & Cabot
Massachusetts
$1.51M 27,021 -3,848 -12%
Charles Schwab
10
Charles Schwab
California
$991K 17,684
Mariner
11
Mariner
Kansas
$906K 16,165 +959 +6%
Wells Fargo
12
Wells Fargo
California
$879K 15,685 -2,766 -15%
Franklin Resources
13
Franklin Resources
California
$839K 14,968
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$702K 12,522
SSB
15
Sandy Spring Bank
Maryland
$620K 11,062 -4,800 -30%
HAM
16
HoldCo Asset Management
Florida
$587K 10,480
PCM
17
Passive Capital Management
Maryland
$524K 9,360
Morgan Stanley
18
Morgan Stanley
New York
$522K 9,310 -15,810 -63%
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$468K 8,360 +343 +4%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$448K 8,000
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$409K 7,297 +3,039 +71%
Goldman Sachs
22
Goldman Sachs
New York
$400K 7,142 -951 -12%
QC
23
Quadrature Capital
United Kingdom
$392K 6,989 +6,989 New
WANY
24
Wealthspire Advisors (New York)
New York
$371K 6,621 +63 +1%
UBS Group
25
UBS Group
Switzerland
$368K 6,562 -502 -7%