BHRB icon

Burke & Herbert Financial Services Corp
BHRB

Overview Fund Activity

108 hedge funds and large institutions have $304M invested in Burke & Herbert Financial Services Corp in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 26 reducing their positions, and 13 closing their positions.

Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
39
Reduced
26
Closed
13
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
–

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$24.2M
2
BlackRock
2
BlackRock
New York
$60.6M
3
Charles Schwab
3
Charles Schwab
California
$6.62M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$43.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.21M

Top Sellers

1
BHBT
1
Burke & Herbert Bank & Trust
Virginia
$16M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
American Century Companies
3
American Century Companies
Missouri
$1.2M
4
YIH
4
Y-Intercept (HK)
Hong Kong
$0
5
AFA
5
AA Financial Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$60.6M 994,290 +71,175 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$43.3M 709,604 +58,181 +9%
FL
3
Fourthstone LLC
Missouri
$24.2M 397,598 +90,151 +29%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$21.7M 355,782 – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$18.7M 306,243 +15,092 +5%
State Street
6
State Street
Massachusetts
$17.7M 289,576 +26,191 +10%
BHBT
7
Burke & Herbert Bank & Trust
Virginia
$16M 261,857 -46,394 -15%
HCM
8
Hutchinson Capital Management
California
$15.8M 259,080 +4,000 +2%
Northern Trust
9
Northern Trust
Illinois
$7.55M 123,804 +11,290 +10%
Charles Schwab
10
Charles Schwab
California
$6.62M 108,481 +71,105 +190%
RA
11
Royce & Associates
New York
$5.84M 95,779 -3,842 -4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4.42M 72,463 -8,741 -11%
EC
13
EJF Capital
Virginia
$3.69M 60,464 +6,366 +12%
Morgan Stanley
14
Morgan Stanley
New York
$3.21M 52,652 +37,146 +240%
VCA
15
Verdence Capital Advisors
Maryland
$3.14M 51,500 +8,000 +18%
Goldman Sachs
16
Goldman Sachs
New York
$2.66M 43,612 +21,606 +98%
PH
17
Pinnacle Holdings
Oklahoma
$2.65M 43,384 +106 +0.2%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$2.02M 33,199 +27,490 +482%
KAS
19
Kestra Advisory Services
Texas
$1.93M 31,594 +4 +0%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$1.89M 31,018 -113 -0.4%
Millennium Management
21
Millennium Management
New York
$1.73M 28,286 +10,523 +59%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$1.7M 27,825 -639 -2%
MC
23
Moors & Cabot
Massachusetts
$1.67M 27,313 -1,559 -5%
Swiss National Bank
24
Swiss National Bank
Switzerland
$1.59M 26,100 +26,100 New
Barclays
25
Barclays
United Kingdom
$1.36M 22,225 +14,915 +204%
1
2 3 4 5