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 %
FTI
1126
Fiduciary Trust International
Massachusetts
$2.1M -$45.7M -249,434 -96%
PP
1127
Pegasus Partners
Wisconsin
$2.1M +$102K +559 +5%
ARMC
1128
American Research & Management Company
Massachusetts
$2.09M -$49.5K -270 -2%
JAFL
1129
Jay A. Fishman Ltd
Michigan
$2.09M -$4.58K -25 -0.2%
GT
1130
Greenleaf Trust
Michigan
$2.08M +$565K +3,080 +37%
NHC
1131
Nicholas Hoffman & Company
Georgia
$2.08M +$214K +1,166 +11%
BMC
1132
Beaton Management Company
Massachusetts
$2.07M -$2.58M -1,030 -55%
CBU
1133
CIBC Bank USA
Illinois
$2.06M +$89.7K +489 +5%
Jacobs Levy Equity Management
1134
Jacobs Levy Equity Management
New Jersey
$2.05M +$295K +1,610 +17%
HF
1135
HRT Financial
New York
$2.05M +$2.05M +11,176 New
AT
1136
Argent Trust
Texas
$2.04M +$1.51M +8,262 +288%
YWP
1137
YorkBridge Wealth Partners
New York
$2.04M – – –
HTHT
1138
Hemenway Trust Hemenway Trust
New Hampshire
$2.04M -$18.3K -100 -0.9%
AI
1139
Accredited Investors
Minnesota
$2.03M +$29K +158 +1%
RWA
1140
RGT Wealth Advisors
Texas
$2.03M +$57.9K +316 +3%
IAM
1141
Integre Asset Management
New York
$2.03M – – –
FCCM
1142
First City Capital Management
Georgia
$2.03M +$897K +4,895 +79%
WGCA
1143
Wolf Group Capital Advisors
Virginia
$2.03M -$319K -1,697 -14%
BM
1144
Bislett Management
California
$2.02M – – –
BIAS
1145
Beacon Investment Advisory Services
New Jersey
$2.02M +$1.56M +8,531 +346%
BCM
1146
Bienville Capital Management
New York
$2.02M – – –
CCM
1147
Condor Capital Management
New Jersey
$2.01M +$6.05K +33 +0.3%
Mirae Asset Global Investments
1148
Mirae Asset Global Investments
South Korea
$2.01M -$58.1K -317 -3%
RPG
1149
Risk Paradigm Group
Texas
$1.99M +$10.1K +55 +0.5%
IAS
1150
IMA Advisory Services
Colorado
$1.98M +$3.12K +17 +0.2%
44 45
46
47 48