We are live on ! Find out more
BHRB icon

Burke & Herbert Financial Services Corp

105 hedge funds and large institutions have $237M invested in Burke & Herbert Financial Services Corp in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 36 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 3

620% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 5

125% more capital invested

Capital invested by funds: $105M → $237M (+$132M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

94% more funds holding

Funds holding: 54105 (+51)

6.03% more ownership

Funds ownership: 25.25%31.28% (+6%)

Holders
105
Holders Change
+51
Holders Change %
+94.44%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
54
Increased
36
Reduced
5
Closed
3
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$47.1M +$24.4M +477,847 +107%
Vanguard Group
2
Vanguard Group
Pennsylvania
$33.2M +$15.8M +309,718 +91%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$18.1M +$18.1M +355,782 New
BHBT
4
Burke & Herbert Bank & Trust
Virginia
$15.7M +$5.28M +103,527 +51%
FL
5
Fourthstone LLC
Missouri
$15.7M +$15.7M +307,447 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$14.8M +$7.65M +150,050 +106%
State Street
7
State Street
Massachusetts
$13.4M +$6.22M +122,019 +86%
HCM
8
Hutchinson Capital Management
California
$13M
Northern Trust
9
Northern Trust
Illinois
$5.74M +$2.89M +56,718 +102%
RA
10
Royce & Associates
New York
$5.08M +$5.08M +99,621 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$4.14M +$2.03M +39,769 +96%
American Century Companies
12
American Century Companies
Missouri
$3.09M +$3.09M +60,633 New
Renaissance Technologies
13
Renaissance Technologies
New York
$2.83M +$2.83M +55,460 New
EC
14
EJF Capital
Virginia
$2.76M +$2.76M +54,098 New
VCA
15
Verdence Capital Advisors
Maryland
$2.22M +$2.22M +43,500 New
PH
16
Pinnacle Holdings
Oklahoma
$2.21M +$2.21M +43,278 New
Charles Schwab
17
Charles Schwab
California
$1.91M +$1M +19,692 +111%
KAS
18
Kestra Advisory Services
Texas
$1.61M +$1.61M +31,590 New
YIH
19
Y-Intercept (HK)
Hong Kong
$1.61M +$1.61M +31,496 New
AFA
20
AA Financial Advisors
Ohio
$1.59M +$1.59M +31,166 New
Russell Investments Group
21
Russell Investments Group
United Kingdom
$1.59M +$1.59M +31,131 New
MC
22
Moors & Cabot
Massachusetts
$1.47M +$94.3K +1,851 +7%
N
23
Nuveen
North Carolina
$1.45M +$813K +15,942 +127%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$1.17M +$1.17M +22,884 New
Goldman Sachs
25
Goldman Sachs
New York
$1.12M +$758K +14,864 +208%