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 %
NSIM
1001
North Star Investment Management
Illinois
$2.77M +$236K +1,396 +9%
MHS
1002
M Holdings Securities
Oregon
$2.77M -$1.22M -7,208 -31%
NAM
1003
North American Management
Massachusetts
$2.77M -$52.5K -310 -2%
TIM
1004
Tortoise Investment Management
New York
$2.77M -$42.3K -250 -2%
NP
1005
NorthRock Partners
Minnesota
$2.77M -$1.13M -6,665 -29%
FGP
1006
Foyston, Gordon, & Payne
Ontario, Canada
$2.77M – – –
VHAM
1007
Van Hulzen Asset Management
California
$2.76M +$146K +865 +6%
BL
1008
BFSG LLC
California
$2.76M +$268K +1,581 +11%
JC
1009
Jacobs & Co
California
$2.75M -$37.4K -221 -1%
OWD
1010
Osborn Williams & Donohoe
Ohio
$2.75M -$2.03K -12 -0.1%
CS
1011
Credential Securities
$2.72M +$166K +980 +6%
AFIA
1012
America First Investment Advisors
Nebraska
$2.71M -$25.4K -150 -0.9%
NI
1013
Numeric Investors
Massachusetts
$2.69M +$965K +5,700 +56%
CIM
1014
CenturyLink Investment Management
Colorado
$2.69M +$75K +443 +3%
RHJA
1015
Rice Hall James & Associates
California
$2.69M – – –
LNB
1016
Ledyard National Bank
$2.68M -$1.69K -10 -0.1%
ATC
1017
Argent Trust Co
Tennessee
$2.68M +$21K +124 +0.8%
CONA
1018
Capital One National Association
New York
$2.68M -$115K -680 -4%
ECM
1019
EagleClaw Capital Management
Massachusetts
$2.68M -$127K -750 -5%
RAM
1020
RK Asset Management
Michigan
$2.68M +$2.68M +15,820 New
NFG
1021
Nations Financial Group
Iowa
$2.68M +$6.95K +41 +0.3%
RMCM
1022
Reynders McVeigh Capital Management
Massachusetts
$2.67M -$33.9K -200 -1%
DDC
1023
Daniel Devine & Co
Florida
$2.66M – – –
TAM
1024
Tealwood Asset Management
Minnesota
$2.66M +$112K +664 +4%
AMIM
1025
Aull & Monroe Investment Management
Alabama
$2.65M -$16.9K -100 -0.6%
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