BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,157 hedge funds and large institutions have $180B invested in Berkshire Hathaway Class B in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 757 increasing their positions, 812 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,157
Holders Change
+211
Holders Change %
+10.84%
% of All Funds
48.99%
Holding in Top 10
440
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+12.53%
% of All Funds
9.99%
New
282
Increased
757
Reduced
812
Closed
52
Calls
$2.2B
Puts
$1.86B
Net Calls
+$339M
Net Calls Change
+$232M

Top Buyers

1
State Street
State Street
Massachusetts
+$539M
2
Deutsche Bank
Deutsche Bank
Germany
+$413M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$372M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$331M
5
UBS Group
UBS Group
Switzerland
+$267M

Top Sellers

1
SWA
SFMG Wealth Advisors
Texas
-$8.99B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$991M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$326M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$322M
5
Bank of America
Bank of America
North Carolina
-$253M
Name Holding Trade Value Shares
Change 		Shares
Change %
NG
301
Northstar Group
New York
$42.1M +$853K +4,302 +2%
SEI Investments
302
SEI Investments
Pennsylvania
$41.9M +$13.5M +91,031 +48%
HPC
303
HM Payson & Co
Maine
$41.7M -$251K -1,265 -0.6%
TRSOTSOK
304
Teachers Retirement System of the State of Kentucky
Kentucky
$41.6M +$198K +1,000 +0.5%
OPERF
305
Oregon Public Employees Retirement Fund
Oregon
$41.1M +$1.47M +7,400 +4%
V
306
Veritable
Delaware
$41M -$1.37M -6,899 -3%
SB
307
Suntrust Banks
Georgia
$40.9M +$2.61M +13,161 +7%
Mackenzie Financial
308
Mackenzie Financial
Ontario, Canada
$40.6M +$28.1M +141,635 +224%
CG
309
Colony Group
Massachusetts
$40.6M -$1.57M -7,921 -4%
Balyasny Asset Management
310
Balyasny Asset Management
Illinois
$40.5M +$25.7M +129,460 +173%
Nomura Asset Management
311
Nomura Asset Management
Japan
$40.4M +$1.06M +5,368 +3%
EWM
312
Evercore Wealth Management
New York
$40.3M -$156K -787 -0.4%
CIBC World Market
313
CIBC World Market
Ontario, Canada
$40.2M -$24.9M -125,789 -38%
DADC
314
D.A. Davidson & Co
Montana
$40.1M -$8.29M -41,801 -17%
FCM
315
Flinton Capital Management
Pennsylvania
$39.9M +$2.62M +13,226 +7%
HCM
316
Hollencrest Capital Management
California
$39.3M – – –
SCI
317
S&CO Inc
Massachusetts
$39.2M -$170K -859 -0.4%
SC
318
Scotia Capital
Ontario, Canada
$38.5M +$2.65M +13,356 +7%
SAM
319
Securian Asset Management
Minnesota
$38.4M -$22.4K -113 -0.1%
ACM
320
Alta Capital Management
Utah
$38.2M -$884K -4,461 -2%
CC
321
Cadinha & Co
Hawaii
$38M +$34.7K +175 +0.1%
TH
322
TCTC Holdings
Texas
$37.9M -$1.93M -9,750 -5%
CVM
323
Cheviot Value Management
California
$37.8M -$82.3K -415 -0.2%
FIM
324
Frontier Investment Management
Texas
$37.4M +$8.51M +42,932 +29%
Loomis, Sayles & Company
325
Loomis, Sayles & Company
Massachusetts
$37.2M +$3.92M +19,780 +12%
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