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 %
FBC
676
Fairfield, Bush & Co
Connecticut
$7.38M -$200K -1,200 -3%
MC
677
Martin & Co
Tennessee
$7.32M -$9.17K -55 -0.1%
HKIM
678
Hayek Kallen Investment Management
Alabama
$7.26M -$169K -1,015 -2%
SFM
679
Signature Financial Management
Virginia
$7.26M +$16.7K +100 +0.2%
WHRC
680
W.H. Reaves & Co
New Jersey
$7.18M +$12.5K +75 +0.2%
Fuller & Thaler Asset Management
681
Fuller & Thaler Asset Management
California
$7.18M +$78.3K +470 +1%
GC
682
Gratus Capital
Georgia
$7.17M -$237K -1,422 -3%
CHAM
683
Clear Harbor Asset Management
Connecticut
$7.11M +$40K +240 +0.6%
TCCM
684
Timber Creek Capital Management
Massachusetts
$7.09M -$23.7K -142 -0.3%
FAT
685
First American Trust
California
$7.09M -$257K -1,544 -4%
JWBC
686
J.W. Burns & Co
New York
$7.08M -$27.5K -165 -0.4%
CWM
687
Catamount Wealth Management
Connecticut
$7.06M -$1.09M -6,545 -13%
NIT
688
NumerixS Investment Technologies
British Columbia, Canada
$7.03M -$1.58M -9,449 -18%
WS
689
Wedbush Securities
California
$7.03M +$3K +18 +0%
DWM
690
Doyle Wealth Management
Florida
$6.99M +$6.99M +41,960 New
MCM
691
Manchester Capital Management
Vermont
$6.99M -$120K -717 -2%
LFAS
692
Level Four Advisory Services
Texas
$6.97M +$5.71M +34,374 +453%
ACP
693
Aviance Capital Partners
Florida
$6.95M +$23.8K +143 +0.3%
BIC
694
Bridges Investment Counsel
Nebraska
$6.94M -$3.1M -18,595 -31%
SW
695
SVB Wealth
Massachusetts
$6.93M -$86.7K -520 -1%
VIA
696
Virtus Investment Advisers
Connecticut
$6.93M -$892K -5,354 -11%
CLOS
697
Compagnie Lombard Odier SCmA
Switzerland
$6.91M +$1.35M +8,081 +24%
CCA
698
Cobblestone Capital Advisors
New York
$6.9M -$13K -78 -0.2%
BII
699
Bainco International Investors
Massachusetts
$6.86M -$351K -2,103 -5%
BUB
700
BBVA USA Bancshares
Texas
$6.85M -$76.5K -459 -1%
26 27
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