We are live on ! Find out more
BHRB icon

Burke & Herbert Financial Services Corp

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.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 26

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

29% more capital invested

Capital invested by funds: $237M → $304M (+$67.6M)

3% more funds holding

Funds holding: 105108 (+3)

2.11% more ownership

Funds ownership: 31.28%33.39% (+2.1%)

Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.55%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$60.6M +$4.36M +71,175 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$43.3M +$3.56M +58,181 +9%
FL
3
Fourthstone LLC
Missouri
$24.2M +$5.52M +90,151 +29%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$21.7M
Geode Capital Management
5
Geode Capital Management
Massachusetts
$18.7M +$924K +15,092 +5%
State Street
6
State Street
Massachusetts
$17.7M +$1.6M +26,191 +10%
BHBT
7
Burke & Herbert Bank & Trust
Virginia
$16M -$2.84M -46,394 -15%
HCM
8
Hutchinson Capital Management
California
$15.8M +$245K +4,000 +2%
Northern Trust
9
Northern Trust
Illinois
$7.55M +$691K +11,290 +10%
Charles Schwab
10
Charles Schwab
California
$6.62M +$4.36M +71,105 +190%
RA
11
Royce & Associates
New York
$5.84M -$235K -3,842 -4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4.42M -$535K -8,741 -11%
EC
13
EJF Capital
Virginia
$3.69M +$390K +6,366 +12%
Morgan Stanley
14
Morgan Stanley
New York
$3.21M +$2.28M +37,146 +240%
VCA
15
Verdence Capital Advisors
Maryland
$3.14M +$490K +8,000 +18%
Goldman Sachs
16
Goldman Sachs
New York
$2.66M +$1.32M +21,606 +98%
PH
17
Pinnacle Holdings
Oklahoma
$2.65M +$6.49K +106 +0.2%
JP Morgan Chase
18
JP Morgan Chase
New York
$2.02M +$1.68M +27,490 +482%
KAS
19
Kestra Advisory Services
Texas
$1.93M +$245 +4 +0%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$1.89M -$6.92K -113 -0.4%
Millennium Management
21
Millennium Management
New York
$1.73M +$645K +10,523 +59%
N
22
Nuveen
North Carolina
$1.7M -$39.1K -639 -2%
MC
23
Moors & Cabot
Massachusetts
$1.67M -$95.5K -1,559 -5%
Swiss National Bank
24
Swiss National Bank
Switzerland
$1.59M +$1.6M +26,100 New
Barclays
25
Barclays
United Kingdom
$1.36M +$914K +14,915 +204%