BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,157 hedge funds and large institutions have $180B invested in Berkshire Hathaway Class B in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 757 increasing their positions, 812 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,157
Holders Change
+211
Holders Change %
+10.84%
% of All Funds
48.99%
Holding in Top 10
440
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+12.53%
% of All Funds
9.99%
New
282
Increased
757
Reduced
812
Closed
52
Calls
$2.2B
Puts
$1.86B
Net Calls
+$339M
Net Calls Change
+$232M

Top Buyers

1
State Street
State Street
Massachusetts
+$539M
2
Deutsche Bank
Deutsche Bank
Germany
+$413M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$372M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$331M
5
UBS Group
UBS Group
Switzerland
+$267M

Top Sellers

1
SWA
SFMG Wealth Advisors
Texas
-$8.99B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$991M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$326M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$322M
5
Bank of America
Bank of America
North Carolina
-$253M
Name Holding Trade Value Shares
Change 		Shares
Change %
KJHP
901
K.J. Harrison & Partners
Ontario, Canada
$4.44M +$55.5K +280 +1%
NWS
902
Newport Wealth Strategies
California
$4.44M +$4.44M +20,693 New
OIA
903
OneDigital Investment Advisors
Kansas
$4.41M +$1.99M +10,037 +82%
AIM
904
Anchor Investment Management
South Carolina
$4.4M +$60.5K +305 +1%
SWM
905
Segment Wealth Management
Texas
$4.39M +$231K +1,165 +6%
GIA
906
Guyasuta Investment Advisors
Pennsylvania
$4.38M +$393K +1,985 +10%
GAM
907
Gotham Asset Management
New York
$4.38M -$1.12M -5,649 -20%
MIP
908
Marietta Investment Partners
Wisconsin
$4.37M -$5.95K -30 -0.1%
BPM
909
Bowling Portfolio Management
Ohio
$4.37M +$98.9K +499 +2%
MYLI
910
Meiji Yasuda Life Insurance
Japan
$4.36M +$872K +4,400 +25%
ICOM
911
Investment Counselors of Maryland
Maryland
$4.35M -$71.4K -360 -2%
HIMC
912
Heritage Investors Management Corp
Maryland
$4.35M -$12.9K -65 -0.3%
EWA
913
Exencial Wealth Advisors
Oklahoma
$4.35M +$144K +726 +3%
BIC
914
Beach Investment Counsel
Pennsylvania
$4.34M – – –
JAM
915
Jolley Asset Management
North Carolina
$4.34M -$63.8K -322 -1%
ZIG
916
Zurich Insurance Group
Switzerland
$4.34M -$2.33M -11,760 -35%
LIM
917
Leavell Investment Management
Alabama
$4.33M – – –
AFA
918
Arlington Financial Advisors
California
$4.32M +$4.32M +20,079 New
NCM
919
Northside Capital Management
Oregon
$4.32M +$446K +2,250 +12%
WHG
920
Westwood Holdings Group
Texas
$4.3M -$531K -2,679 -11%
FAIM
921
Financial Advocates Investment Management
Washington
$4.3M +$4.3M +21,700 New
BAM
922
Belpointe Asset Management
Nevada
$4.29M +$122K +615 +3%
LFAS
923
Level Four Advisory Services
Texas
$4.28M +$18.4K +93 +0.4%
WA
924
Wealth Architects
California
$4.28M +$89.2K +450 +2%
CCM
925
Corsair Capital Management
New York
$4.27M -$60.9K -307 -1%
35 36
37
38 39