BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,006 hedge funds and large institutions have $225B invested in Berkshire Hathaway Class B in 2021 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 1,151 increasing their positions, 1,243 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,006
Holders Change
+79
Holders Change %
+2.7%
% of All Funds
52.93%
Holding in Top 10
459
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+4.79%
% of All Funds
8.08%
New
183
Increased
1,151
Reduced
1,243
Closed
71
Calls
$4.83B
Puts
$3.53B
Net Calls
+$1.3B
Net Calls Change
-$139M

Top Buyers

1
State Street
State Street
Massachusetts
+$861M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$799M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$435M
4
Bank of America
Bank of America
North Carolina
+$273M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$263M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.28B
2
Capital International Investors
Capital International Investors
California
-$790M
3
Capital World Investors
Capital World Investors
California
-$661M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$616M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$604M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
401
Nissay Asset Management
Japan
$32.7M -$1.57M -6,142 -5%
SWM
402
Spire Wealth Management
Virginia
$32.5M +$32.5M +127,671 New
Acadian Asset Management
403
Acadian Asset Management
Massachusetts
$32.5M -$19.4M -75,872 -37%
DCM
404
Dupont Capital Management
Delaware
$32.5M -$5.62M -21,983 -15%
NFGCM
405
Norman Fields Gottscho Capital Management
New York
$32.4M -$102K -400 -0.3%
SFM
406
Stack Financial Management
Montana
$32.3M -$175K -685 -0.5%
AII
407
AGF Investments Inc
Ontario, Canada
$32.2M -$2.85M -11,175 -8%
LI
408
Lafayette Investments
Maryland
$32.2M -$207K -812 -0.6%
TVAMP
409
Tennessee Valley Asset Management Partners
Tennessee
$32M +$2.37M +9,268 +8%
RCAMU
410
Rothschild & Co Asset Management US
Connecticut
$32M -$1.34M -5,252 -4%
RIG
411
Roosevelt Investment Group
New York
$31.9M +$649K +2,539 +2%
WT
412
Washington Trust
Rhode Island
$31.8M +$38.6K +151 +0.1%
WI
413
Wintrust Investments
Illinois
$31.6M +$29.5M +116,912 +1,443%
NMERB
414
New Mexico Educational Retirement Board
New Mexico
$30.8M – – –
HI
415
Hendershot Investments
Virginia
$30.8M +$103K +403 +0.3%
CCM
416
Covington Capital Management
California
$30.7M -$129K -503 -0.4%
SAM
417
Shell Asset Management
Netherlands
$30.7M +$8.36M +32,724 +37%
KRS
418
Kentucky Retirement Systems
Kentucky
$30.7M -$578K -2,263 -2%
HIC
419
Harvey Investment Company
Kentucky
$30.5M -$849K -3,325 -3%
SG Americas Securities
420
SG Americas Securities
New York
$30.4M -$68.4M -267,806 -69%
LSERS
421
Louisiana State Employees Retirement System
Louisiana
$30.2M -$690K -2,700 -2%
GG
422
Gofen & Glossberg
Illinois
$30.1M +$991K +3,879 +3%
CIA
423
Citadel Investment Advisory
Ohio
$30M -$84.3K -330 -0.3%
RC
424
RegentAtlantic Capital
New Jersey
$30M -$542K -2,122 -2%
CA
425
Capitolis Advisors
New York
$29.8M – – –
15 16
17
18 19