BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,014 hedge funds and large institutions have $233B invested in Berkshire Hathaway Class B in 2021 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 1,184 increasing their positions, 1,166 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,014
Holders Change
-29
Holders Change %
-0.95%
% of All Funds
52.93%
Holding in Top 10
459
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-0.65%
% of All Funds
8.06%
New
106
Increased
1,184
Reduced
1,166
Closed
93
Calls
$5.79B
Puts
$4.52B
Net Calls
+$1.27B
Net Calls Change
+$626M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$291M
2
HCM
Himalaya Capital Management
Washington
+$245M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$234M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$217M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$185M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.36B
2
BlackRock
BlackRock
New York
-$708M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$638M
4
State Street
State Street
Massachusetts
-$612M
5
VAM
Vontobel Asset Management
New York
-$432M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
726
Ledyard National Bank
$11.8M -$199K -728 -2%
ATC
727
Argent Trust Co
Tennessee
$11.7M +$549K +2,011 +5%
ECM
728
Exchange Capital Management
Michigan
$11.6M -$210K -769 -2%
CHAM
729
Clear Harbor Asset Management
Connecticut
$11.6M +$193K +706 +2%
BWM
730
Buckley Wealth Management
Nevada
$11.6M -$58.7K -215 -0.5%
SWM
731
Spire Wealth Management
Virginia
$11.6M -$9.83K -36 -0.1%
SC
732
Sepio Capital
Utah
$11.5M +$2.5M +9,143 +28%
FNBT
733
FineMark National Bank & Trust
Florida
$11.5M +$3K +11 +0%
AC
734
Alexandria Capital
Virginia
$11.5M -$127K -464 -1%
NEWAS
735
N.E.W. Advisory Services
Wisconsin
$11.3M -$432K -1,583 -4%
CA
736
Cumberland Advisors
Florida
$11.3M +$908K +3,325 +9%
AIP
737
Ameritas Investment Partners
Nebraska
$11.3M -$309K -1,133 -3%
NS
738
Newman & Schimel
Illinois
$11.3M -$1.09K -4 -0%
AP
739
Arlington Partners
Alabama
$11.2M +$680K +2,492 +6%
SGCA
740
Steel Grove Capital Advisors
Tennessee
$11.2M +$890K +3,261 +9%
VAM
741
Velanne Asset Management
United Kingdom
$11.1M -$1.92M -7,043 -15%
KA
742
KLCM Advisors
Wisconsin
$11.1M -$40.9K -150 -0.4%
FA
743
Financial Avengers
California
$11M -$63.9K -234 -0.6%
Massachusetts Financial Services
744
Massachusetts Financial Services
Massachusetts
$11M -$717K -2,628 -6%
SWM
745
Stockman Wealth Management
Montana
$10.9M +$218K +797 +2%
ECM
746
ExodusPoint Capital Management
New York
$10.9M +$5.77M +21,146 +112%
WRM
747
Weybosset Research & Management
Rhode Island
$10.9M -$4.91K -18 -0%
NC
748
Naman Capital
Brazil
$10.9M – – –
SCA
749
Snowden Capital Advisors
New York
$10.9M +$6.93M +25,397 +175%
DSAM
750
Dock Street Asset Management
Florida
$10.8M -$269K -987 -2%
28 29
30
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