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 %
DY
501
Dowling & Yahnke
California
$15.7M +$19K +96 +0.1%
Jane Street
502
Jane Street
New York
$15.4M +$10.1M +50,973 +190%
CAPTRUST Financial Advisors
503
CAPTRUST Financial Advisors
North Carolina
$15.4M +$4.43M +22,371 +41%
BFA
504
Beaumont Financial Advisors
Massachusetts
$15.4M +$181K +911 +1%
BSW
505
Buckingham Strategic Wealth
Missouri
$15.3M +$4.8M +24,208 +46%
Jones Financial Companies
506
Jones Financial Companies
Missouri
$15.3M -$117K -589 -0.8%
RIM
507
Redpoint Investment Management
Australia
$15.3M +$15.3M +77,243 New
UB
508
UMB Bank
Missouri
$15.3M -$369K -1,862 -2%
AIM
509
AMI Investment Management
Indiana
$15.3M +$150K +755 +1%
LMGAM
510
Liberty Mutual Group Asset Management
Massachusetts
$15.2M -$45.8K -231 -0.3%
JIC
511
JRM Investment Counsel
Nebraska
$15.2M +$472K +2,380 +3%
CCB
512
Cutter & Co Brokerage
Missouri
$15.2M -$537K -2,711 -3%
VIA
513
Virtus Investment Advisers
Connecticut
$15.2M +$129K +649 +0.9%
MAM
514
Meeder Asset Management
Ohio
$15.2M +$1.5M +7,575 +11%
Skandinaviska Enskilda Banken (SEB)
515
Skandinaviska Enskilda Banken (SEB)
Sweden
$15.1M +$1.54M +7,754 +11%
FBB
516
Fulton Breakefield Broenniman
Maryland
$14.8M -$228K -1,150 -2%
GIM
517
Greystone Investment Management
Ohio
$14.7M -$442K -2,228 -3%
BCM
518
Bridgeway Capital Management
Texas
$14.6M -$24.8M -125,210 -63%
MRCM
519
M&R Capital Management
New Jersey
$14.6M -$24.7K -125 -0.2%
RFA
520
Reilly Financial Advisors
California
$14.5M -$1.05M -5,287 -7%
BAM
521
Barrett Asset Management
New York
$14.5M +$193K +975 +1%
MML Investors Services
522
MML Investors Services
Massachusetts
$14.5M -$278K -1,403 -2%
FCI
523
Financial Counselors Inc
Kansas
$14.4M -$325K -1,641 -2%
AIM
524
Achmea Investment Management
Netherlands
$14.4M +$8.16M +41,197 +132%
PI
525
Putnam Investments
Massachusetts
$14.4M -$1.23M -6,200 -8%
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