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 %
RBC
1026
Ronald Blue & Co
Georgia
$2.48M +$67.2K +403 +3%
MF
1027
Magnetar Financial
Illinois
$2.47M +$2.47M +14,814 New
AC
1028
Alley Company
Illinois
$2.47M +$73.7K +442 +3%
BL
1029
BFSG LLC
California
$2.45M +$2.45M +14,684 New
AZA
1030
Arthur Zaske & Associates
Michigan
$2.44M -$876K -5,256 -26%
MCTIC
1031
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.44M -$32.5K -195 -1%
CCMD
1032
Cypress Capital Management (Delaware)
Delaware
$2.43M +$368K +2,205 +18%
FBA
1033
Front Barnett Associates
Illinois
$2.43M – – –
FPS
1034
Fieldpoint Private Securities
Connecticut
$2.42M +$2.42M +14,530 New
BCM
1035
Blume Capital Management
California
$2.42M -$13.7K -82 -0.6%
RWA
1036
RGT Wealth Advisors
Texas
$2.42M +$612K +3,673 +34%
WA
1037
WBH Advisory
Maryland
$2.41M +$230K +1,375 +11%
PA
1038
Perennial Advisors
New York
$2.39M +$249K +1,496 +12%
WDA
1039
Wendell David Associates
New Hampshire
$2.39M +$322K +1,930 +16%
CA
1040
Capital Advantage
California
$2.38M -$89.2K -535 -4%
Koshinski Asset Management
1041
Koshinski Asset Management
Illinois
$2.37M +$2.08M +12,472 +718%
CIC
1042
Carnegie Investment Counsel
Ohio
$2.36M +$104K +638 +5%
WAS
1043
Winch Advisory Services
Wisconsin
$2.35M +$231K +1,387 +11%
FFH
1044
Fairfax Financial Holdings
Ontario, Canada
$2.33M -$333K -2,000 -13%
PB
1045
Pinnacle Bancorp
Nebraska
$2.33M +$2.33M +13,990 New
MPI
1046
Mairs & Power Inc
Minnesota
$2.33M +$33.3K +200 +1%
GKFF
1047
George Kaiser Family Foundation
Oklahoma
$2.33M – – –
BIM
1048
Barton Investment Management
Pennsylvania
$2.3M – – –
OIM
1049
Orca Investment Management
Oregon
$2.3M -$237K -1,423 -9%
GP
1050
Girard Partners
Pennsylvania
$2.3M +$272K +1,630 +13%
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42
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