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 %
FANJ
276
Financial Architects (New Jersey)
New Jersey
$43.5M -$4.29M -23,381 -9%
OAM
277
Oppenheimer Asset Management
New York
$43.4M +$396K +2,176 +0.9%
CBOA
278
Commonwealth Bank of Australia
Australia
$43.4M +$3.67M +20,047 +9%
Nisa Investment Advisors
279
Nisa Investment Advisors
Missouri
$43.4M +$1.9M +10,375 +5%
MOACM
280
Mutual of America Capital Management
New York
$43.1M +$702K +3,827 +2%
Fifth Third Bancorp
281
Fifth Third Bancorp
Ohio
$42.3M +$4.07M +22,215 +11%
BFS
282
Bradley Foster & Sargent
Connecticut
$42.2M +$452K +2,465 +1%
RI
283
RWWM Inc
California
$42.1M -$3.54M -19,299 -8%
B
284
BP
United Kingdom
$42.1M – – –
PP
285
Prospector Partners
Connecticut
$41.4M -$115K -630 -0.3%
WRF
286
Waddell & Reed Financial
Kansas
$41.3M +$367K +2,000 +0.9%
PCI
287
Pacifica Capital Investments
Texas
$41.3M -$396K -2,162 -1%
PAG
288
Private Advisor Group
New Jersey
$40.8M +$2.05M +10,978 +5%
LWCFA
289
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40.6M -$550 -3 -0%
AB
290
Amalgamated Bank
New York
$40.5M +$827K +4,509 +2%
Select Equity Group
291
Select Equity Group
New York
$40.4M -$26.7M -145,856 -40%
EIA
292
Edgemoor Investment Advisors
Maryland
$40.2M -$141K -767 -0.3%
SMDAM
293
Sumitomo Mitsui DS Asset Management
Japan
$40.1M -$516K -2,816 -1%
BJ
294
Brouwer & Janachowski
California
$40M +$145K +792 +0.4%
PTC
295
Philadelphia Trust Company
Pennsylvania
$39.9M +$1.2M +6,572 +3%
CBCM
296
Cook & Bynum Capital Management
Alabama
$39.3M – – –
V
297
Veritable
Delaware
$39.2M -$444K -2,421 -1%
CG
298
Colony Group
Massachusetts
$39M -$2.51M -13,681 -6%
QIM
299
Quantitative Investment Management
Virginia
$38.9M +$23.1M +125,900 +146%
HPC
300
HM Payson & Co
Maine
$38.8M +$89.5K +488 +0.2%
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