BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,933 hedge funds and large institutions have $149B invested in Berkshire Hathaway Class B in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 821 increasing their positions, 702 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,933
Holders Change
+4
Holders Change %
+0.21%
% of All Funds
48.26%
Holding in Top 10
376
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+0.8%
% of All Funds
9.39%
New
84
Increased
821
Reduced
702
Closed
65
Calls
$1.34B
Puts
$1.18B
Net Calls
+$160M
Net Calls Change
-$155M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$499M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
+$291M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$226M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$164M
5
Ameriprise
Ameriprise
Minnesota
+$135M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$847M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$476M
3
OAG
Orbis Allan Gray
Bermuda
-$275M
4
State Street
State Street
Massachusetts
-$222M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
276
SFMG Wealth Advisors
Texas
$40.2M +$102K +604 +0.3%
OAM
277
Oppenheimer Asset Management
New York
$40.1M +$1.13M +6,650 +3%
Calamos Advisors
278
Calamos Advisors
Illinois
$39.7M +$99.9K +590 +0.3%
MOACM
279
Mutual of America Capital Management
New York
$39.2M +$158K +931 +0.4%
Los Angeles Capital Management
280
Los Angeles Capital Management
California
$39.1M – – –
B
281
BP
United Kingdom
$39M – – –
LWCFA
282
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38.8M -$192K -1,097 -0.5%
BFS
283
Bradley Foster & Sargent
Connecticut
$38.6M +$1.52M +8,950 +4%
PCI
284
Pacifica Capital Investments
Texas
$38.5M -$309K -1,826 -0.8%
SCM
285
Stevens Capital Management
Pennsylvania
$38.4M +$3.46M +20,431 +10%
MAM
286
Martingale Asset Management
Massachusetts
$38.4M +$14M +82,668 +57%
PP
287
Prospector Partners
Connecticut
$38.3M -$1.04M -6,140 -3%
CG
288
Colony Group
Massachusetts
$38.3M -$239K -1,414 -0.6%
Nisa Investment Advisors
289
Nisa Investment Advisors
Missouri
$38.2M +$2.97M +17,563 +8%
WRF
290
Waddell & Reed Financial
Kansas
$37.8M -$15.8M -93,500 -30%
WJA
291
Williams Jones & Associates
New York
$37.6M +$1.56M +9,209 +4%
SMDAM
292
Sumitomo Mitsui DS Asset Management
Japan
$37.6M -$1.63M -9,604 -4%
EIA
293
Edgemoor Investment Advisors
Maryland
$37.2M +$188K +1,113 +0.5%
BJ
294
Brouwer & Janachowski
California
$36.8M +$606K +3,580 +2%
CBOA
295
Commonwealth Bank of Australia
Australia
$36.7M -$231K -1,365 -0.6%
AB
296
Amalgamated Bank
New York
$36.7M +$14.1M +83,279 +62%
V
297
Veritable
Delaware
$36.6M +$9.49K +56 +0%
CBCM
298
Cook & Bynum Capital Management
Alabama
$36.3M – – –
PTC
299
Philadelphia Trust Company
Pennsylvania
$35.8M -$870K -5,137 -2%
HPC
300
HM Payson & Co
Maine
$35.8M +$267K +1,575 +0.8%
10 11
12
13 14