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 %
Fiera Capital (Canada)
1026
Fiera Capital (Canada)
Quebec, Canada
$3.37M +$414K +2,089 +14%
GCM
1027
Glynn Capital Management
California
$3.35M – – –
TIM
1028
Tortoise Investment Management
New York
$3.35M +$108K +545 +3%
WB
1029
WesBanco Bank
West Virginia
$3.35M -$109K -551 -3%
NAM
1030
North American Management
Massachusetts
$3.33M +$4.36K +22 +0.1%
PL
1031
Plancorp LLC
Missouri
$3.32M +$129K +650 +4%
Credit Agricole
1032
Credit Agricole
France
$3.32M -$105M -528,856 -97%
Dodge & Cox
1033
Dodge & Cox
California
$3.29M – – –
SFWA
1034
Summit Financial Wealth Advisors
Louisiana
$3.29M -$50.5K -255 -2%
SI
1035
SII Investments
Wisconsin
$3.29M -$1.63M -8,183 -33%
SRC
1036
Stone Run Capital
New York
$3.27M – – –
HT
1037
HighTower Trust
Texas
$3.26M – – –
GKFF
1038
George Kaiser Family Foundation
Oklahoma
$3.26M – – –
TAM
1039
Tiverton Asset Management
Delaware
$3.25M +$3.25M +16,400 New
JC
1040
Jacobs & Co
California
$3.25M -$34.7K -175 -1%
AP
1041
Arlington Partners
Alabama
$3.24M +$3.24M +16,347 New
CG
1042
Caprock Group
Idaho
$3.24M -$551K -2,622 -15%
FGP
1043
Foyston, Gordon, & Payne
Ontario, Canada
$3.24M – – –
MCM
1044
Matarin Capital Management
New York
$3.22M +$218K +1,099 +7%
MPI
1045
Mairs & Power Inc
Minnesota
$3.22M +$39.6K +200 +1%
DIA
1046
Dana Investment Advisors
Wisconsin
$3.22M -$111K -560 -3%
OWD
1047
Osborn Williams & Donohoe
Ohio
$3.19M -$1.98K -10 -0.1%
CB
1048
Chemical Bank
Michigan
$3.19M -$285K -1,438 -8%
1SB
1049
1ST Source Bank
Indiana
$3.19M -$156K -788 -5%
NFG
1050
Nations Financial Group
Iowa
$3.18M -$9.91K -50 -0.3%
40 41
42
43 44