BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,946 hedge funds and large institutions have $166B invested in Berkshire Hathaway Class B in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 736 increasing their positions, 773 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,946
Holders Change
+13
Holders Change %
+0.67%
% of All Funds
48.59%
Holding in Top 10
391
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+3.99%
% of All Funds
9.76%
New
92
Increased
736
Reduced
773
Closed
64
Calls
$1.52B
Puts
$1.41B
Net Calls
+$107M
Net Calls Change
-$53.4M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.69B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$561M
3
BlackRock
BlackRock
New York
+$434M
4
Morgan Stanley
Morgan Stanley
New York
+$424M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$296M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$205M
2
Brown Advisory
Brown Advisory
Maryland
-$107M
3
PI
Putnam Investments
Massachusetts
-$83.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$78M
5
TCIM
TIAA CREF Investment Management
New York
-$71.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GXMC
1001
Global X Management Company
New York
$3M -$27.7K -151 -0.9%
VHAM
1002
Van Hulzen Asset Management
California
$3M +$11.9K +65 +0.4%
TIM
1003
Tortoise Investment Management
New York
$3M – – –
FGP
1004
Foyston, Gordon, & Payne
Ontario, Canada
$2.99M – – –
GAM
1005
Griffin Asset Management
New York
$2.97M +$702K +3,830 +31%
OWD
1006
Osborn Williams & Donohoe
Ohio
$2.96M -$18.3K -100 -0.6%
PL
1007
Plancorp LLC
Missouri
$2.95M -$284K -1,549 -9%
LNB
1008
Ledyard National Bank
$2.95M +$44.2K +241 +2%
NFG
1009
Nations Financial Group
Iowa
$2.95M +$53K +289 +2%
MPI
1010
Mairs & Power Inc
Minnesota
$2.94M +$275K +1,500 +10%
TAM
1011
Tealwood Asset Management
Minnesota
$2.94M +$60.5K +330 +2%
CM
1012
Churchill Management
California
$2.92M +$351K +1,915 +14%
NSIM
1013
North Star Investment Management
Illinois
$2.92M -$80.5K -439 -3%
RHJA
1014
Rice Hall James & Associates
California
$2.91M – – –
BL
1015
BFSG LLC
California
$2.91M -$76.6K -418 -3%
CPA
1016
Cowen Prime Advisors
New York
$2.89M -$257K -1,400 -8%
DDC
1017
Daniel Devine & Co
Florida
$2.88M – – –
IAA
1018
Independent Advisor Alliance
North Carolina
$2.87M -$16.5K -88 -0.6%
AMIM
1019
Aull & Monroe Investment Management
Alabama
$2.87M – – –
RMCM
1020
Reynders McVeigh Capital Management
Massachusetts
$2.84M -$49.5K -270 -2%
AFIA
1021
America First Investment Advisors
Nebraska
$2.83M -$103K -561 -4%
PA
1022
Perennial Advisors
New York
$2.82M +$98.6K +538 +4%
WIC
1023
Woodmont Investment Counsel
Tennessee
$2.82M -$31.4K -171 -1%
ATC
1024
Argent Trust Co
Tennessee
$2.81M -$92.8K -506 -3%
SIA
1025
SeaBridge Investment Advisors
New Jersey
$2.8M +$641K +3,498 +30%
39 40
41
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