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 %
SI
726
Sprott Inc
Ontario, Canada
$6.23M -$1.08M -6,500 -15%
M
727
MOTCO
Texas
$6.23M -$248K -1,489 -4%
PWLP
728
Prio Wealth Limited Partnership
Massachusetts
$6.22M -$480K -2,880 -7%
FAF
729
Första AP-fonden
Sweden
$6.22M +$6.22M +37,301 New
AIIMS
730
Analyst IMS Investment Management Services
Israel
$6.19M -$163K -976 -3%
RW
731
Rand Wealth
Maryland
$6.17M -$106K -634 -2%
OPCM
732
Osborne Partners Capital Management
California
$6.15M -$153K -919 -2%
Lord, Abbett & Co
733
Lord, Abbett & Co
New Jersey
$6.13M +$650K +3,900 +12%
AC
734
Addenda Capital
Quebec, Canada
$6.12M +$68.3K +410 +1%
PAM
735
Peak Asset Management
Colorado
$6.1M -$91.5K -549 -1%
PFA
736
Paradigm Financial Advisors
Missouri
$6.09M -$95.8K -575 -2%
EA
737
Edge Advisors
Georgia
$6.08M +$158K +949 +3%
UR
738
USCA RIA
Texas
$6.08M +$647K +3,880 +12%
BC
739
Blackhill Capital
New Jersey
$6.06M +$235K +1,410 +4%
BFIM
740
Beese Fulmer Investment Management
Ohio
$6.06M +$107K +641 +2%
SPC
741
Sigma Planning Corp
Michigan
$6.04M +$486K +2,918 +9%
MSAM
742
Moloney Securities Asset Management
Missouri
$5.97M -$56.7K -340 -0.9%
PAIM
743
Punch & Associates Investment Management
Minnesota
$5.96M +$16.7K +100 +0.3%
OTPPB
744
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.94M -$8.14M -48,861 -58%
CAM
745
Cypress Asset Management
Texas
$5.93M +$97.5K +585 +2%
RWM
746
RKL Wealth Management
Pennsylvania
$5.92M -$625K -3,748 -10%
NLI
747
Nippon Life Insurance
Japan
$5.92M -$814K -4,884 -12%
PMG
748
ProVise Management Group
Florida
$5.87M +$50K +300 +0.9%
LNWWM
749
Laird Norton Wetherby Wealth Management
California
$5.85M -$201K -1,203 -3%
TI
750
Trigran Investments
Illinois
$5.84M – – –
28 29
30
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