BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,946 hedge funds and large institutions have $166B invested in Berkshire Hathaway Class B in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 736 increasing their positions, 773 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,946
Holders Change
+13
Holders Change %
+0.67%
% of All Funds
48.59%
Holding in Top 10
391
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+3.99%
% of All Funds
9.76%
New
92
Increased
736
Reduced
773
Closed
64
Calls
$1.52B
Puts
$1.41B
Net Calls
+$107M
Net Calls Change
-$53.4M

Top Buyers

1
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$12.6B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$22.4B
3
BlackRock
3
BlackRock
New York
$18.8B
4
Morgan Stanley
4
Morgan Stanley
New York
$2.41B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.05B

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$229M
2
Brown Advisory
2
Brown Advisory
Maryland
$303M
3
PI
3
Putnam Investments
Massachusetts
$14.4M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$135M
5
TCIM
5
TIAA CREF Investment Management
New York
$1.09B
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
251
Wittenberg Investment Management
Massachusetts
$49.8M -$1.1M -6,000 -2%
MAM
252
Martingale Asset Management
Massachusetts
$49.7M +$8.15M +44,437 +20%
MSA
253
Mason Street Advisors
Wisconsin
$49M +$638K +3,481 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
254
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$48.6M -$1.83M -10,000 -4%
MAA
255
Mraz Amerine & Associates
California
$48.4M -$3.16M -17,223 -6%
UAM
256
UAS Asset Management
New York
$48.2M +$1.2M +6,555 +3%
Zurich Cantonal Bank
257
Zurich Cantonal Bank
Switzerland
$48.1M +$3.68M +20,060 +8%
HNB
258
Huntington National Bank
Ohio
$47.8M +$728K +3,970 +2%
BTW
259
Boston Trust Walden
Massachusetts
$47.6M +$3.74M +20,380 +9%
Lazard Asset Management
260
Lazard Asset Management
New York
$47.3M -$18.3K -100 -0%
AIM
261
Allen Investment Management
New York
$46M -$1.59M -8,661 -3%
SBH
262
Segall Bryant & Hamill
Illinois
$45.8M -$1.15M -6,290 -2%
WJA
263
Williams Jones & Associates
New York
$45.8M +$5.04M +27,495 +12%
CIBC Asset Management
264
CIBC Asset Management
Ontario, Canada
$45.6M +$1.03M +5,636 +2%
GT
265
Glenmede Trust
Pennsylvania
$45.5M +$1.26M +6,889 +3%
SWA
266
SFMG Wealth Advisors
Texas
$45.3M +$45.1M +45,357,343 +19,105%
WP
267
WealthPLAN Partners
Nebraska
$45.3M -$181K -990 -0.4%
DADC
268
D.A. Davidson & Co
Montana
$44.8M -$1.84M -10,038 -4%
FRM
269
Foundation Resource Management
Arkansas
$44.5M -$700K -3,821 -2%
AIM
270
Artemis Investment Management
United Kingdom
$44.5M +$15.1M +82,572 +52%
Calamos Advisors
271
Calamos Advisors
Illinois
$44.4M +$1.44M +7,863 +3%
CSIC
272
Clifford Swan Investment Counsel
California
$44.4M -$440K -2,398 -1%
Public Employees Retirement Association of Colorado
273
Public Employees Retirement Association of Colorado
Colorado
$44.3M -$1.41M -7,710 -3%
Schroder Investment Management Group
274
Schroder Investment Management Group
United Kingdom
$44.2M -$1.34M -7,294 -3%
LWM
275
Lenox Wealth Management
Ohio
$44M -$1.61M -8,788 -4%
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