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 %
FC
651
FIC Capital
New York
$7.85M +$211K +1,263 +3%
WFG
652
Wills Financial Group
Virginia
$7.84M +$176K +1,056 +2%
CA
653
Cetera Advisors
Colorado
$7.84M +$913K +5,468 +13%
VC
654
Vestor Capital
Illinois
$7.84M +$5K +30 +0.1%
ACM
655
Academy Capital Management
Texas
$7.79M -$102K -613 -1%
LFR
656
Lehman Financial Resources
Pennsylvania
$7.79M – – –
CC
657
ClearArc Capital
Ohio
$7.74M +$55.8K +335 +0.7%
HCM
658
Howland Capital Management
Massachusetts
$7.74M -$126K -757 -2%
AAC
659
Asset Advisors Corp
Georgia
$7.71M – – –
EGA
660
Eagle Global Advisors
Texas
$7.71M -$60.3K -362 -0.8%
PCA
661
Personal Capital Advisors
California
$7.68M +$877K +5,264 +13%
BC
662
Brinker Capital
Pennsylvania
$7.68M +$1.69M +10,120 +28%
GWM
663
Geneos Wealth Management
Colorado
$7.68M +$652K +3,914 +9%
MCMT
664
Moon Capital Management (Tennessee)
Tennessee
$7.66M +$91.3K +548 +1%
JCM
665
Jag Capital Management
Missouri
$7.65M +$9.67K +58 +0.1%
WDL
666
Well Done LLC
Michigan
$7.63M +$371K +2,225 +5%
ICOA
667
Investment Centers of America
North Dakota
$7.58M +$73.9K +441 +1%
HB
668
Homrich & Berg
Georgia
$7.53M -$15.3K -92 -0.2%
SBWIC
669
Schaper Benz & Wise Investment Counsel
Wisconsin
$7.53M +$480K +2,880 +7%
MCM
670
Murphy Capital Management
New Jersey
$7.53M +$74.2K +445 +1%
W
671
Wealthfront
California
$7.49M +$1.03M +6,197 +16%
KAM
672
Knightsbridge Asset Management
California
$7.48M +$18.3K +110 +0.2%
MYAM
673
Meiji Yasuda Asset Management
Japan
$7.48M -$190K -1,140 -2%
MCA
674
Mercer Capital Advisers
New Jersey
$7.44M -$121K -724 -2%
MI
675
Markston International
New York
$7.44M +$109K +656 +1%
25 26
27
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