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

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$229M
2
Brown Advisory
Brown Advisory
Maryland
$303M
3
PI
Putnam Investments
Massachusetts
$14.4M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$135M
5
TCIM
TIAA CREF Investment Management
New York
$1.09B
Name Holding Trade Value Shares
Change 		Shares
Change %
GD
426
Grandfield & Dodd
New York
$20.5M -$186K -1,012 -0.9%
RFC
427
Regions Financial Corp
Alabama
$20.4M +$507K +2,767 +3%
WIC
428
Whitegate Investment Counselors
New Hampshire
$20.2M -$345K -1,884 -2%
SAM
429
Shell Asset Management
Netherlands
$20.2M -$3.38M -18,421 -14%
AII
430
AGF Investments Inc
Ontario, Canada
$20.1M -$6.18M -33,690 -24%
FT
431
Fiduciary Trust
Massachusetts
$19.8M -$611K -3,334 -3%
EBSAM
432
Eubel Brady & Suttman Asset Management
Ohio
$19.8M -$796K -4,344 -4%
TYCC
433
Texas Yale Capital Corp
Florida
$19.4M +$229K +1,248 +1%
HA
434
Halsey Associates
Connecticut
$19.4M -$416K -2,270 -2%
PAS
435
Professional Advisory Services
Florida
$19.3M -$62.5K -341 -0.3%
BA
436
Boston Advisors
Massachusetts
$19.1M -$468K -2,553 -2%
GIA
437
Granite Investment Advisors
New Hampshire
$19.1M -$126K -689 -0.7%
BPB
438
Badgley, Phelps & Bell
Washington
$19M +$376K +2,050 +2%
MA
439
Menlo Advisors
California
$19M -$511K -2,785 -3%
WT
440
Whittier Trust
California
$18.9M +$439K +2,393 +2%
AIMCA
441
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$18.8M -$2.02M -11,000 -10%
PC
442
Pecaut & Co
Iowa
$18.8M +$96.2K +525 +0.5%
SI
443
Sentry Investments
Ontario, Canada
$18.7M – – –
TSW
444
Thompson Siegel & Walmsley
Virginia
$18.7M +$2.18M +11,889 +13%
Nomura Holdings
445
Nomura Holdings
Japan
$18.5M -$9.41M -51,373 -34%
GJIC
446
Gamble Jones Investment Counsel
California
$18.4M -$525K -2,862 -3%
GPCM
447
Greenbrier Partners Capital Management
Texas
$18.3M – – –
WCM
448
Wedge Capital Management
North Carolina
$18.2M -$287K -1,568 -2%
DILIC
449
Dai-ichi Life Insurance Company
Japan
$18.2M +$73K +398 +0.4%
HA
450
Heartland Advisors
Wisconsin
$18.1M +$54.6K +298 +0.3%
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