BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,929 hedge funds and large institutions have $148B invested in Berkshire Hathaway Class B in 2017 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 721 increasing their positions, 796 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,929
Holders Change
+32
Holders Change %
+1.69%
% of All Funds
48.09%
Holding in Top 10
373
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.1%
% of All Funds
9.3%
New
109
Increased
721
Reduced
796
Closed
57
Calls
$1.4B
Puts
$1.08B
Net Calls
+$315M
Net Calls Change
+$289M

Top Buyers

1
BlackRock
BlackRock
New York
+$16.1B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$748M
3
State Street
State Street
Massachusetts
+$234M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$226M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$205M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$833M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$347M
3
RCG
Ruane, Cunniff & Goldfarb
New York
-$196M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$140M
5
Citadel Advisors
Citadel Advisors
Florida
-$87.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
501
Twin Capital Management
Pennsylvania
$13.7M -$370K -2,220 -3%
CCB
502
Cutter & Co Brokerage
Missouri
$13.6M +$401K +2,405 +3%
FA
503
FDx Advisors
Illinois
$13.6M -$255K -1,527 -2%
FCBT
504
First Citizens Bank & Trust
North Carolina
$13.6M +$2.43M +14,573 +22%
HI
505
Honeywell International
North Carolina
$13.5M – – –
NPF
506
Norris Perne & French
Michigan
$13.4M -$3.26M -19,570 -20%
MGIA
507
Matthew Goff Investment Advisor
Texas
$13.4M +$13.4M +80,352 New
DBG
508
De Burlo Group
Massachusetts
$13.4M -$1.77M -10,624 -12%
B
509
Barings
North Carolina
$13.4M +$6.69M +40,149 +100%
SSWM
510
Smith Salley Wealth Management
North Carolina
$13.2M -$646K -3,875 -5%
Jones Financial Companies
511
Jones Financial Companies
Missouri
$13.2M -$210K -1,258 -2%
Mariner
512
Mariner
Kansas
$13.2M +$294K +1,764 +2%
RFA
513
Reilly Financial Advisors
California
$13.2M +$27.3K +164 +0.2%
SRC
514
Shufro Rose & Co
New York
$13.2M -$325K -1,941 -2%
MERSOM
515
Municipal Employees' Retirement System of Michigan
Michigan
$13.1M +$76.7K +460 +0.6%
DY
516
Dowling & Yahnke
California
$13.1M -$224K -1,343 -2%
MRCM
517
M&R Capital Management
New Jersey
$13.1M +$166K +995 +1%
GIM
518
Greystone Investment Management
Ohio
$13M -$33.3K -200 -0.3%
AA
519
Ancora Advisors
Ohio
$12.9M +$106K +638 +0.8%
AIM
520
AMI Investment Management
Indiana
$12.8M -$50K -300 -0.4%
COPPSERS
521
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.7M +$5.34M +32,035 +72%
BFA
522
Beaumont Financial Advisors
Massachusetts
$12.6M +$1.35M +8,083 +12%
VanEck Associates
523
VanEck Associates
New York
$12.6M -$9.9M -59,374 -44%
Truist Financial
524
Truist Financial
North Carolina
$12.6M -$1.54M -9,263 -11%
IA
525
Icon Advisers
Colorado
$12.6M – – –
19 20
21
22 23