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 %
BG
576
Bahl & Gaynor
Ohio
$10.4M -$71.2K -427 -0.7%
SHWM
577
Smith & Howard Wealth Management
Georgia
$10.4M +$79.8K +479 +0.8%
IA
578
IFP Advisors
Florida
$10.3M +$110K +661 +1%
LC
579
Lincoln Capital
Nebraska
$10.3M -$164K -986 -2%
PA
580
Profund Advisors
Maryland
$10.2M -$70.8K -425 -0.7%
SFA
581
Sequoia Financial Advisors
Ohio
$10.1M +$371K +2,228 +4%
RBA
582
Richard Bernstein Advisors
New York
$10.1M – – –
SIM
583
Sterling Investment Management
Arizona
$10.1M +$638K +3,827 +7%
WFG
584
Windsor Financial Group
Minnesota
$9.96M -$71.3K -428 -0.7%
BAM
585
Burgundy Asset Management
Ontario, Canada
$9.86M -$73.7K -442 -0.7%
PG
586
PEAK6 Group
Illinois
$9.81M +$9.81M +58,869 New
AC
587
Avenir Corporation
Virginia
$9.81M -$178K -1,070 -2%
STB
588
S&T Bank
Pennsylvania
$9.79M -$2.47M -14,807 -20%
DBT
589
Dubuque Bank & Trust
Iowa
$9.71M -$559K -3,352 -5%
GCM
590
GoodHaven Capital Management
New Jersey
$9.59M -$4.5K -27 -0%
WTC
591
WhitTier Trust Company
Nevada
$9.58M -$164K -984 -2%
HIC
592
Hartline Investment Corp
Illinois
$9.55M +$23.3K +140 +0.2%
CA
593
Callahan Advisors
Texas
$9.51M +$605K +3,631 +7%
CIA
594
Choate Investment Advisors
Massachusetts
$9.51M +$312K +1,874 +3%
EP
595
Elkhorn Partners
Nebraska
$9.48M -$317K -1,900 -3%
NCM
596
Novare Capital Management
North Carolina
$9.48M +$32.5K +195 +0.3%
BOIA
597
Bush ODonnell Investment Advisors
Missouri
$9.46M +$49.2K +295 +0.5%
DSAM
598
Dock Street Asset Management
Florida
$9.41M +$257K +1,539 +3%
VCM
599
Violich Capital Management
California
$9.33M -$3.33K -20 -0%
Macquarie Group
600
Macquarie Group
Australia
$9.3M -$990K -5,938 -10%
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