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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

819 hedge funds and large institutions have $40B invested in Berkshire Hathaway Class A in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 74 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+18
Holders Change %
+2.25%
% of All Funds
20.45%
Holding in Top 10
87
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.82%
% of All Funds
2.17%
New
53
Increased
74
Reduced
109
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$586M
2
DZ Bank
DZ Bank
Germany
+$147M
3
TAM
Troy Asset Management
United Kingdom
+$137M
4
EIG
EdgePoint Investment Group
Ontario, Canada
+$48.6M
5
RCG
Ruane, Cunniff & Goldfarb
New York
+$40.9M

Top Sellers

1
NPF
Norris Perne & French
Michigan
-$67.4B
2
Cerity Partners
Cerity Partners
New York
-$956M
3
TA
Tiedemann Advisors
New York
-$165M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$157M
5
Renaissance Technologies
Renaissance Technologies
New York
-$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
326
ARS Investment Partners
New York
$2.75M – – –
RW
327
Rand Wealth
Maryland
$2.47M – – –
BFA
328
Bragg Financial Advisors
North Carolina
$2.47M – – –
WKWM
329
Walter & Keenan Wealth Management
Indiana
$2.47M – – –
CIS
330
Connors Investor Services
Pennsylvania
$2.47M – – –
PGIM
331
Pacific Global Investment Management
California
$2.47M – – –
PL
332
Parthenon LLC
Kentucky
$2.47M – – –
KPCM
333
Kings Point Capital Management
New York
$2.47M – – –
Chevy Chase Trust
334
Chevy Chase Trust
Maryland
$2.47M – – –
MWAC
335
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.47M – – –
NG
336
Northstar Group
New York
$2.47M – – –
SCM
337
Sterling Capital Management
North Carolina
$2.47M +$2.47M +9 New
FMBTD
338
First Midwest Bank Trust Division
Illinois
$2.47M – – –
Truist Financial
339
Truist Financial
North Carolina
$2.47M – – –
CCM
340
Compass Capital Management
Minnesota
$2.2M – – –
TSW
341
Thompson Siegel & Walmsley
Virginia
$2.2M – – –
MAA
342
Mraz Amerine & Associates
California
$2.2M – – –
RMC
343
Regis Management Company
California
$2.2M – – –
SB
344
Simmons Bank
Arkansas
$2.2M – – –
NA
345
Nottingham Advisors
New York
$2.2M – – –
MGIA
346
Moneta Group Investment Advisors
Missouri
$2.2M – – –
BSW
347
Buckingham Strategic Wealth
Missouri
$2.2M – – –
FPCM
348
Financial Partners Capital Management
New York
$2.2M +$824K +3 +60%
RWA
349
Ropes Wealth Advisors
Massachusetts
$2.2M +$1.1M +4 +100%
KFA
350
Kelleher Financial Advisors
New York
$2.2M – – –
12 13
14
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