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 %
MCM
1051
Millie Capital Management
California
$2.62M +$22K +120 +0.8%
IWA
1052
IBEX Wealth Advisors
New Jersey
$2.59M +$20.1K +107 +0.8%
CS
1053
Cannell & Spears
New York
$2.59M – – –
CC
1054
Cognios Capital
Kansas
$2.59M -$114K -620 -4%
BCM
1055
Blume Capital Management
California
$2.59M -$61.4K -335 -2%
SFFS
1056
Stonehage Fleming Financial Services
Jersey
$2.58M +$293K +1,601 +13%
HWA
1057
Heritage Wealth Advisors
Virginia
$2.58M +$100K +547 +4%
FFH
1058
Fairfax Financial Holdings
Ontario, Canada
$2.56M – – –
BIM
1059
Barton Investment Management
Pennsylvania
$2.53M – – –
DBG
1060
De Burlo Group
Massachusetts
$2.53M -$18.3K -100 -0.7%
BE
1061
Bonness Enterprises
District of Columbia
$2.52M – – –
BS
1062
Banco Santander
Spain
$2.51M +$12.5K +68 +0.5%
MCTIC
1063
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.51M -$9.17K -50 -0.4%
LOAME
1064
Lombard Odier Asset Management (Europe)
United Kingdom
$2.51M +$26.2K +143 +1%
AC
1065
Abbrea Capital
California
$2.49M +$4.58K +25 +0.2%
BFA
1066
Bragg Financial Advisors
North Carolina
$2.49M +$61.8K +337 +3%
CCM
1067
Canal Capital Management
Virginia
$2.47M -$9.53K -52 -0.4%
MHIC
1068
Marble Harbor Investment Counsel
Massachusetts
$2.47M +$183K +1,000 +8%
HCA
1069
Horan Capital Advisors
Ohio
$2.46M +$10.6K +58 +0.4%
GC
1070
Garde Capital
Washington
$2.46M +$1.06M +5,800 +76%
SIMM
1071
Stillwater Investment Management (Minnesota)
Minnesota
$2.46M – – –
DAM
1072
Delta Asset Management
Tennessee
$2.45M -$60.1K -328 -2%
LWAC
1073
Laurel Wealth Advisors (California)
California
$2.43M +$944K +5,148 +63%
GW
1074
GW & Wade
Massachusetts
$2.43M +$112K +611 +5%
OIM
1075
Orca Investment Management
Oregon
$2.42M -$102K -558 -4%
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