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Burke & Herbert Financial Services Corp
BHRB

Overview Fund Activity

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.

Holders
119
Holders Change
+11
Holders Change %
+10.19%
% of All Funds
1.58%
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
–

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$28.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.02M
3
BlackRock
3
BlackRock
New York
$63.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$45.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.85M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$0
2
Jane Street
2
Jane Street
New York
$0
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$21.2M
4
RA
4
Royce & Associates
New York
$5.14M
5
Millennium Management
5
Millennium Management
New York
$1.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$63.9M 1,025,252 +30,962 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$45.7M 732,163 +22,559 +3%
FL
3
Fourthstone LLC
Missouri
$28.3M 454,526 +56,928 +14%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$21.2M 340,697 -15,085 -4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$19.1M 305,887 -356 -0.1%
State Street
6
State Street
Massachusetts
$19.1M 305,852 +16,276 +6%
HCM
7
Hutchinson Capital Management
California
$16M 257,080 -2,000 -0.8%
BHBT
8
Burke & Herbert Bank & Trust
Virginia
$15.9M 255,358 -6,499 -2%
Northern Trust
9
Northern Trust
Illinois
$8.11M 130,117 +6,313 +5%
Charles Schwab
10
Charles Schwab
California
$6.89M 110,559 +2,078 +2%
RA
11
Royce & Associates
New York
$5.14M 82,462 -13,317 -14%
Morgan Stanley
12
Morgan Stanley
New York
$4.38M 70,235 +17,583 +33%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$4.28M 68,567 -3,896 -5%
VCA
14
Verdence Capital Advisors
Maryland
$4.26M 68,384 +16,884 +33%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$4.02M 64,526 +31,327 +94%
Goldman Sachs
16
Goldman Sachs
New York
$3.85M 61,732 +18,120 +42%
EC
17
EJF Capital
Virginia
$3.75M 60,158 -306 -0.5%
PH
18
Pinnacle Holdings
Oklahoma
$2.7M 43,292 -92 -0.2%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$1.93M 31,019 +1 +0%
Barclays
20
Barclays
United Kingdom
$1.78M 28,601 +6,376 +29%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$1.74M 27,825 – –
Swiss National Bank
22
Swiss National Bank
Switzerland
$1.65M 26,400 +300 +1%
MC
23
Moors & Cabot
Massachusetts
$1.63M 26,113 -1,200 -4%
American Century Companies
24
American Century Companies
Missouri
$1.59M 25,558 +5,917 +30%
Wells Fargo
25
Wells Fargo
California
$1.46M 23,402 +1,253 +6%
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