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 %
JCM
876
Jacobi Capital Management
Pennsylvania
$3.83M +$771K +4,652 +25%
BSW
877
Buckingham Strategic Wealth
Missouri
$3.83M +$340K +2,042 +10%
BRM
878
Boston Research & Management
Massachusetts
$3.81M -$79.2K -475 -2%
PA
879
Pinnacle Associates
New York
$3.8M +$48K +288 +1%
ST
880
Smithfield Trust
Pennsylvania
$3.78M +$131K +783 +4%
BAC
881
Boys Arnold & Co
North Carolina
$3.73M +$133K +798 +4%
FMWA
882
Forvis Mazars Wealth Advisors
Missouri
$3.73M +$37.2K +223 +1%
BCM
883
Baltimore Capital Management
Maryland
$3.73M +$3.73M +22,383 New
TWA
884
Tillar-Wenstrup Advisors
Ohio
$3.72M -$62.3K -374 -2%
JAM
885
Jolley Asset Management
North Carolina
$3.71M +$30K +180 +0.8%
HIMC
886
Heritage Investors Management Corp
Maryland
$3.7M -$80K -480 -2%
LIM
887
Leavell Investment Management
Alabama
$3.7M +$1.8M +10,775 +94%
TCM
888
Telos Capital Management
California
$3.69M -$353K -2,118 -9%
CSS
889
Cubist Systematic Strategies
Connecticut
$3.68M +$667K +3,999 +22%
EAM
890
Evanson Asset Management
California
$3.68M -$52.2K -313 -1%
MIP
891
Marietta Investment Partners
Wisconsin
$3.68M – – –
OMCS
892
Old Mutual Customised Solutions
South Africa
$3.67M +$684K +4,104 +23%
GA
893
GFS Advisors
Texas
$3.66M -$35K -210 -0.9%
BIC
894
Beach Investment Counsel
Pennsylvania
$3.65M – – –
CT
895
Coastline Trust
Rhode Island
$3.63M -$74.2K -445 -2%
ICOM
896
Investment Counselors of Maryland
Maryland
$3.61M -$60K -360 -2%
TW
897
Transform Wealth
Colorado
$3.57M +$32K +192 +0.9%
SFS
898
Sowell Financial Services
Arkansas
$3.57M +$569K +3,449 +19%
SSB
899
Sandy Spring Bank
Maryland
$3.56M +$68.8K +413 +2%
FHC
900
First Heartland Consultants
Missouri
$3.56M +$48.7K +292 +1%
34 35
36
37 38