We are live on ! Find out more
BHRB icon

Burke & Herbert Financial Services Corp

119 hedge funds and large institutions have $324M invested in Burke & Herbert Financial Services Corp in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

36% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 28

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more funds holding

Funds holding: 108119 (+11)

6% more capital invested

Capital invested by funds: $304M → $324M (+$19.5M)

1.31% more ownership

Funds ownership: 33.39%34.69% (+1.3%)

Holders
119
Holders Change
+11
Holders Change %
+10.19%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
19
Increased
38
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$63.9M +$2.03M +30,962 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$45.7M +$1.48M +22,559 +3%
FL
3
Fourthstone LLC
Missouri
$28.3M +$3.72M +56,928 +14%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$21.2M -$987K -15,085 -4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$19.1M -$23.3K -356 -0.1%
State Street
6
State Street
Massachusetts
$19.1M +$1.06M +16,276 +6%
HCM
7
Hutchinson Capital Management
California
$16M -$131K -2,000 -0.8%
BHBT
8
Burke & Herbert Bank & Trust
Virginia
$15.9M -$425K -6,499 -2%
Northern Trust
9
Northern Trust
Illinois
$8.11M +$413K +6,313 +5%
Charles Schwab
10
Charles Schwab
California
$6.89M +$136K +2,078 +2%
RA
11
Royce & Associates
New York
$5.14M -$871K -13,317 -14%
Morgan Stanley
12
Morgan Stanley
New York
$4.38M +$1.15M +17,583 +33%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$4.28M -$255K -3,896 -5%
VCA
14
Verdence Capital Advisors
Maryland
$4.26M +$1.1M +16,884 +33%
JP Morgan Chase
15
JP Morgan Chase
New York
$4.02M +$2.05M +31,327 +94%
Goldman Sachs
16
Goldman Sachs
New York
$3.85M +$1.19M +18,120 +42%
EC
17
EJF Capital
Virginia
$3.75M -$20K -306 -0.5%
PH
18
Pinnacle Holdings
Oklahoma
$2.7M -$6.02K -92 -0.2%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$1.93M +$65 +1 +0%
Barclays
20
Barclays
United Kingdom
$1.78M +$417K +6,376 +29%
N
21
Nuveen
North Carolina
$1.74M
Swiss National Bank
22
Swiss National Bank
Switzerland
$1.65M +$19.6K +300 +1%
MC
23
Moors & Cabot
Massachusetts
$1.63M -$78.5K -1,200 -4%
American Century Companies
24
American Century Companies
Missouri
$1.59M +$387K +5,917 +30%
Wells Fargo
25
Wells Fargo
California
$1.46M +$82K +1,253 +6%