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Burke & Herbert Financial Services Corp
BHRB

Overview Fund Activity

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.

Holders
105
Holders Change
+51
Holders Change %
+94.44%
% of All Funds
1.53%
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

Top Buyers

1
BlackRock
1
BlackRock
New York
$47.1M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$18.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$33.2M
4
FL
4
Fourthstone LLC
Missouri
$15.7M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$14.8M

Top Sellers

1
Mariner
1
Mariner
Kansas
$410K
2
AIG
2
American International Group
New York
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$291K
4
WANY
4
Wealthspire Advisors (New York)
New York
$306K
5
MLICM
5
Metropolitan Life Insurance Company (MetLife)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$47.1M 923,115 +477,847 +107%
Vanguard Group
2
Vanguard Group
Pennsylvania
$33.2M 651,423 +309,718 +91%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$18.1M 355,782 +355,782 New
BHBT
4
Burke & Herbert Bank & Trust
Virginia
$15.7M 308,251 +103,527 +51%
FL
5
Fourthstone LLC
Missouri
$15.7M 307,447 +307,447 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$14.8M 291,151 +150,050 +106%
State Street
7
State Street
Massachusetts
$13.4M 263,385 +122,019 +86%
HCM
8
Hutchinson Capital Management
California
$13M 255,080 – –
Northern Trust
9
Northern Trust
Illinois
$5.74M 112,514 +56,718 +102%
RA
10
Royce & Associates
New York
$5.08M 99,621 +99,621 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$4.14M 81,204 +39,769 +96%
American Century Companies
12
American Century Companies
Missouri
$3.09M 60,633 +60,633 New
Renaissance Technologies
13
Renaissance Technologies
New York
$2.83M 55,460 +55,460 New
EC
14
EJF Capital
Virginia
$2.76M 54,098 +54,098 New
VCA
15
Verdence Capital Advisors
Maryland
$2.22M 43,500 +43,500 New
PH
16
Pinnacle Holdings
Oklahoma
$2.21M 43,278 +43,278 New
Charles Schwab
17
Charles Schwab
California
$1.91M 37,376 +19,692 +111%
KAS
18
Kestra Advisory Services
Texas
$1.61M 31,590 +31,590 New
YIH
19
Y-Intercept (HK)
Hong Kong
$1.61M 31,496 +31,496 New
AFA
20
AA Financial Advisors
Ohio
$1.59M 31,166 +31,166 New
Russell Investments Group
21
Russell Investments Group
United Kingdom
$1.59M 31,131 +31,131 New
MC
22
Moors & Cabot
Massachusetts
$1.47M 28,872 +1,851 +7%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$1.45M 28,464 +15,942 +127%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$1.17M 22,884 +22,884 New
Goldman Sachs
25
Goldman Sachs
New York
$1.12M 22,006 +14,864 +208%
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