BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,014 hedge funds and large institutions have $233B invested in Berkshire Hathaway Class B in 2021 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 1,184 increasing their positions, 1,166 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,014
Holders Change
-29
Holders Change %
-0.95%
% of All Funds
52.93%
Holding in Top 10
459
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-0.65%
% of All Funds
8.06%
New
106
Increased
1,184
Reduced
1,166
Closed
93
Calls
$5.79B
Puts
$4.52B
Net Calls
+$1.27B
Net Calls Change
+$626M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$291M
2
HCM
Himalaya Capital Management
Washington
+$245M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$234M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$217M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$185M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.36B
2
BlackRock
BlackRock
New York
-$708M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$638M
4
State Street
State Street
Massachusetts
-$612M
5
VAM
Vontobel Asset Management
New York
-$432M
Name Holding Trade Value Shares
Change 		Shares
Change %
PJSIMP
1076
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.36M -$235K -809 -4%
BONH
1077
Bank of New Hampshire
New Hampshire
$5.34M – – –
ETC
1078
Exchange Traded Concepts
Oklahoma
$5.27M +$401K +1,468 +8%
EIP
1079
Ellis Investment Partners
Pennsylvania
$5.27M -$71.8K -263 -1%
DA
1080
Duality Advisers
Florida
$5.26M +$2.36M +8,630 +81%
TF
1081
Tompkins Financial
New York
$5.24M +$5.24M +19,191 New
NB
1082
NBT Bank
New York
$5.23M -$19.1K -70 -0.4%
CI
1083
Conning Inc
Connecticut
$5.22M -$953K -3,490 -15%
POIA
1084
Pin Oak Investment Advisors
Texas
$5.21M -$171K -625 -3%
BCA
1085
Berman Capital Advisors
Georgia
$5.21M +$424K +1,552 +9%
MFW
1086
Meristem Family Wealth
Minnesota
$5.18M +$2.74M +10,035 +112%
SLI
1087
Sumitomo Life Insurance
Japan
$5.17M -$218K -800 -4%
WAP
1088
Wealthcare Advisory Partners
Pennsylvania
$5.15M +$411K +1,504 +9%
LWM
1089
Laidlaw Wealth Management
New York
$5.14M +$24.6K +90 +0.5%
SNBOSCI
1090
Security National Bank of Sioux City Iowa
Iowa
$5.14M +$455K +1,668 +10%
TCOO
1091
Trust Company of Oklahoma
Oklahoma
$5.13M -$212K -778 -4%
HH
1092
Hilltop Holdings
Texas
$5.12M +$749K +2,744 +17%
JSC
1093
Jackson Square Capital
California
$5.11M +$10.9K +40 +0.2%
BSI
1094
Bennett Selby Investments
Maine
$5.11M +$115K +420 +2%
S
1095
Seeyond
France
$5.11M +$3.79M +13,890 +288%
WA
1096
WBH Advisory
Maryland
$5.1M +$34.7K +127 +0.7%
BIM
1097
Baldwin Investment Management
Pennsylvania
$5.1M +$419K +1,535 +9%
KA
1098
Kovack Advisors
Florida
$5.09M +$408K +1,494 +9%
RDWM
1099
Red Door Wealth Management
Tennessee
$5.08M +$148K +544 +3%
PDN
1100
Pensionfund DSM Netherlands
Netherlands
$5.05M -$3.55M -13,000 -41%
42 43
44
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