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 %
CCP
776
Centaur Capital Partners
Texas
$5.42M – – –
BRWA
777
B. Riley Wealth Advisors
Florida
$5.38M +$83.2K +499 +2%
DM
778
Delphi Management
Massachusetts
$5.38M -$150K -897 -3%
JCM
779
JD Capital Management
Connecticut
$5.35M +$5.35M +32,116 New
MWM
780
Merriman Wealth Management
Washington
$5.34M +$529K +3,172 +11%
EOJOAM
781
E. Ohman J:or Asset Management
Sweden
$5.33M +$633K +3,800 +13%
CIM
782
Corda Investment Management
Texas
$5.33M -$89.7K -538 -2%
IFLIT
783
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$5.3M – – –
WAM
784
Wealthspire Advisors (Maryland)
Maryland
$5.28M +$96.2K +577 +2%
SFA
785
Staton Financial Advisors
North Carolina
$5.28M -$243K -1,455 -4%
SLI
786
Sumitomo Life Insurance
Japan
$5.27M -$327K -1,964 -6%
FNBT
787
FineMark National Bank & Trust
Florida
$5.26M +$187K +1,122 +4%
CL
788
Croft-Leominster
Maryland
$5.24M +$5.24M +31,459 New
RCM
789
Riverhead Capital Management
Delaware
$5.22M +$1.26M +7,549 +32%
JFGIW
790
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.18M +$439K +2,634 +9%
NFG
791
Next Financial Group
Texas
$5.16M -$3.7M -22,379 -42%
BFM
792
Boston Financial Management
Massachusetts
$5.15M -$77.2K -463 -1%
GIM
793
Goelzer Investment Management
Indiana
$5.15M -$343K -2,060 -6%
PCM
794
Pointe Capital Management
Michigan
$5.13M +$5.13M +30,786 New
MSV
795
MN Services Vermogensbeheer
Netherlands
$5.1M +$164K +1,050 +3%
AF
796
Arrow Financial
New York
$5.07M -$937K -5,624 -16%
MCP
797
Mirador Capital Partners
California
$5.05M +$45.2K +271 +0.9%
VKH
798
Virtu KCG Holdings
New York
$5.05M -$9.96M -59,732 -66%
ISB
799
Iowa State Bank
Iowa
$5.02M +$94K +564 +2%
FSA
800
Franklin Street Advisors
North Carolina
$5M -$342K -2,050 -6%
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