Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Burke Herbert Finl Svcs Corp (BHRB)

203 + Investors. Track Smart Money conviction in BHRB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +43
Streak
9Q ▲
Buyers last Q
76%

Smart Money Signals — BHRB

Based on 205 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added BHRB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
205 hedge funds hold BHRB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +52% more funds vs a year ago

fund count last 6Q
+70 new funds entered over the past year (+52% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 76% buying

157 buying49 selling
Last quarter: 157 funds were net buyers (65 opened a brand new position + 92 added to an existing one). Only 49 were sellers (27 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+35 vs last Q)

new funds entering per quarter
Funds opening a new BHRB position: 28 → 16 → 30 → 65. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 32% long-term, 39% new

■ 32% conviction (2yr+) ■ 29% medium ■ 39% new
Of the 205 current holders: 66 (32%) held >2 years, 59 held 1–2 years, and 80 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

19 → 28 → 16 → 30 → 65 new funds/Q
New funds entering each quarter: 28 → 16 → 30 → 65. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 25% veterans, 43% new entrants

■ 25% veterans ■ 32% 1-2yr ■ 43% new
Of 205 current holders: 51 (25%) held 2+ years, 66 held 1–2 years, 88 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
45 of 205 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in BHRB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BHRB

In 2026 Q2, 157 hedge funds were net buyers of BHRB (65 opened a new position, 92 added to an existing one), while 49 reduced or exited (27 trimmed, 22 sold completely) — a 76% buyer ratio, indicating clear institutional accumulation. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 59% of total institutional value in BHRB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +43 funds (more new holders than closures). Total institutional holders: 205.

Hedge Fund Ownership: BHRB

How many hedge funds hold BHRB — quarterly history vs. share price
Quarterly hedge fund ownership of BHRB vs. share price

Market Analysis: BHRB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BHRB

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: BHRB
203 + Investors

Track Smart Money conviction in BHRB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 203 162 25.31%
13F Shares 9M 7M 33.03%
Total Value $625M $413M 51.39%
New Positions 65 30 +35
Increased Positions 91 50 +41
Closed Positions 24 19 +5
Reduced Positions 27 44 -17
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BHRB

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Institutional Holders (2026 Q2)

203 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BHRB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BHRB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Endeavour Capital Advisors Inc 6.77% 459,176 $33.0M
2 Fourthstone LLC 4.37% 84,248 $6.1M
3 Burke & Herbert Bank & Trust Co 3.88% 217,742 $15.6M
4 Hutchinson Capital Management/Ca 3.19% 259,080 $18.6M
5 Banc Funds Co LLC 0.98% 82,374 $5.9M
6 Pinnacle Holdings, LLC 0.96% 43,156 $3.1M
7 Stieven Capital Advisors, L.P. 0.88% 63,940 $4.6M
8 Enhancing Capital LLC 0.77% 15,508 $1.1M
9 Quattro Advisors LLC 0.51% 10,670 $767K
10 Salzhauer Michael 0.50% 20,219 $1.5M
11 Numerai GP LLC 0.32% 55,003 $4.0M
12 Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.32% 5,685 $409K
13 Verdence Capital Advisors LLC 0.30% 78,746 $5.7M
14 Wealth Management Associates, Inc. 0.27% 13,369 $961K
15 Passive Capital Management, LLC. 0.17% 8,715 $543K
16 PlanVest Financial, Inc 0.16% 3,262 $234K
17 LifeGuide Financial Advisors, LLC 0.15% 7,540 $542K
18 Bridgeway Capital Management, LLC 0.15% 116,041 $8.3M
19 Aigen Investment Management, LP 0.14% 6,931 $498K
20 Fidelity D & D Bancorp Inc 0.13% 5,227 $376K
21 Pacific Ridge Capital Partners, LLC 0.12% 9,203 $661K
22 Moors & Cabot, Inc. 0.07% 24,858 $1.8M
23 LS Investment Advisors, LLC 0.07% 6,856 $493K
24 Mangrove Partners IM, LLC 0.05% 11,034 $793K
25 Voleon Capital Management LP 0.05% 37,464 $2.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Burke Herbert Finl Svcs Corp (BHRB)

What does the Smart Money Trend signal show for BHRB?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added BHRB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BHRB?

More buyers than sellers — 76% buying: Last quarter: 157 funds were net buyers (65 opened a brand new position + 92 added to an existing one). Only 49 were sellers (27 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BHRB holders?

Elite ownership — 59% AUM from top-100 funds: 45 of 205 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in BHRB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BHRB?

Mixed — 32% long-term, 39% new: Of the 205 current holders: 66 (32%) held >2 years, 59 held 1–2 years, and 80 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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