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 %
ST
851
Spinnaker Trust
Maine
$4.04M -$184K -1,103 -4%
EM
852
Excalibur Management
Massachusetts
$4.04M -$155K -930 -4%
SNBOSD
853
Security National Bank of So Dak
Iowa
$4.03M -$37.7K -226 -0.9%
EFS
854
Essex Financial Services
Connecticut
$4.03M -$382K -2,293 -9%
KJHP
855
K.J. Harrison & Partners
Ontario, Canada
$4.03M -$357K -2,140 -8%
BPM
856
Bowling Portfolio Management
Ohio
$3.99M -$1.02M -6,099 -20%
SNBOSCI
857
Security National Bank of Sioux City Iowa
Iowa
$3.98M +$263K +1,579 +7%
RFS
858
Rockefeller Financial Services
New York
$3.98M -$30.7K -184 -0.8%
BHWM
859
Bar Harbor Wealth Management
New Hampshire
$3.97M -$306K -1,835 -7%
RJT
860
Raymond James Trust
Florida
$3.94M -$190K -1,140 -5%
AF
861
Aldebaran Financial
$3.94M -$6.5K -39 -0.2%
MHS
862
M Holdings Securities
Oregon
$3.93M -$8.26M -49,570 -68%
SI
863
SII Investments
Wisconsin
$3.93M +$306K +1,825 +8%
FAB
864
First American Bank
Illinois
$3.92M +$661K +3,968 +20%
CFA
865
Cahill Financial Advisors
Minnesota
$3.91M -$45.7K -274 -1%
ZF
866
Zhang Financial
Michigan
$3.91M -$510K -2,517 -12%
VIA
867
Vident Investment Advisory
Georgia
$3.89M +$3.49M +20,917 +870%
CA
868
Cambridge Advisors
Nebraska
$3.88M -$265K -1,589 -6%
TP
869
Truvvo Partners
New York
$3.86M +$217K +1,300 +6%
YAM
870
Yacktman Asset Management
Texas
$3.86M – – –
SCM
871
Sterling Capital Management
North Carolina
$3.85M -$160K -962 -4%
NP
872
NorthRock Partners
Minnesota
$3.84M -$4.39M -26,241 -53%
FNT
873
First National Trust
Pennsylvania
$3.84M +$336K +2,015 +10%
AAM
874
Auxier Asset Management
Oregon
$3.83M – – –
KIA
875
KCM Investment Advisors
California
$3.83M -$107K -643 -3%
33 34
35
36 37