BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,933 hedge funds and large institutions have $149B invested in Berkshire Hathaway Class B in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 821 increasing their positions, 702 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,933
Holders Change
+4
Holders Change %
+0.21%
% of All Funds
48.26%
Holding in Top 10
376
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+0.8%
% of All Funds
9.39%
New
84
Increased
821
Reduced
702
Closed
65
Calls
$1.34B
Puts
$1.18B
Net Calls
+$160M
Net Calls Change
-$155M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$499M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
+$291M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$226M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$164M
5
Ameriprise
Ameriprise
Minnesota
+$135M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$847M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$476M
3
OAG
Orbis Allan Gray
Bermuda
-$275M
4
State Street
State Street
Massachusetts
-$222M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSS
826
Cubist Systematic Strategies
Connecticut
$4.81M +$1.07M +6,298 +29%
SHCM
827
Stokes & Hubbell Capital Management
Louisiana
$4.8M -$26.9K -159 -0.6%
MWM
828
Mission Wealth Management
California
$4.8M +$100K +591 +2%
Cerity Partners
829
Cerity Partners
New York
$4.79M +$303K +1,789 +7%
AWA
830
ARS Wealth Advisors
Florida
$4.78M +$174K +1,029 +4%
MA
831
Montag & Associates
Georgia
$4.78M +$520K +3,069 +12%
FP
832
FDO Partners
Massachusetts
$4.72M +$4.72M +27,887 New
MPAM
833
Murphy Pohlad Asset Management
Minnesota
$4.69M – – –
CA
834
Clearstead Advisors
Ohio
$4.67M -$67.2K -397 -1%
KS
835
Karpas Strategies
Connecticut
$4.64M – – –
RMC
836
Regis Management Company
California
$4.63M – – –
PA
837
Pinnacle Associates
New York
$4.62M +$766K +4,521 +20%
BJL
838
Brighton Jones LLC
Washington
$4.62M +$4.74K +28 +0.1%
ST
839
Spinnaker Trust
Maine
$4.61M +$510K +3,013 +12%
BCM
840
Beddow Capital Management
Wyoming
$4.53M +$203K +1,200 +5%
NL
841
NWAM LLC
Washington
$4.5M +$143K +845 +3%
WC
842
Whitnell & Co
Illinois
$4.5M +$8.47K +50 +0.2%
WKWM
843
Walter & Keenan Wealth Management
Indiana
$4.47M +$16.9K +100 +0.4%
ASN
844
Advisory Services Network
Georgia
$4.46M +$237K +1,400 +6%
MCM
845
MAI Capital Management
Ohio
$4.46M +$130K +767 +3%
CCP
846
Corient Capital Partners
California
$4.46M +$1.02K +6 +0%
EM
847
Excalibur Management
Massachusetts
$4.37M +$267K +1,577 +7%
CFA
848
Cahill Financial Advisors
Minnesota
$4.3M +$332K +1,957 +8%
Jane Street
849
Jane Street
New York
$4.29M +$2.22M +13,137 +108%
BHWM
850
Bar Harbor Wealth Management
New Hampshire
$4.25M +$215K +1,269 +5%
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