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 %
SSA
1176
Schonfeld Strategic Advisors
New York
$1.65M +$439K +2,634 +36%
LG
1177
Leuthold Group
Minnesota
$1.65M -$130K -782 -7%
JAFL
1178
Jay A. Fishman Ltd
Michigan
$1.63M +$293K +1,759 +22%
SIC
1179
Schwartz Investment Counsel
Michigan
$1.62M – – –
KWM
1180
Kingsview Wealth Management
Oregon
$1.62M +$1.62M +9,727 New
IEFM
1181
IQ EQ Fund Management
Ireland
$1.6M – – –
CL
1182
CPWM LLC
Washington
$1.6M +$40.2K +241 +3%
PCP
1183
Proficio Capital Partners
Massachusetts
$1.6M +$80.7K +489 +5%
AA
1184
Apriem Advisors
California
$1.59M – – –
DPIM
1185
Duff & Phelps Investment Management
Illinois
$1.59M -$142K -850 -8%
TFA
1186
Transamerica Financial Advisors
Florida
$1.58M +$1K +6 +0.1%
CASB
1187
Cape Ann Savings Bank
Massachusetts
$1.58M -$18.3K -110 -1%
SCA
1188
Sippican Capital Advisors
Massachusetts
$1.57M -$41.7K -250 -3%
TIA
1189
Tiemann Investment Advisors
California
$1.57M -$58.3K -350 -4%
CFMC
1190
Curbstone Financial Management Corp
New Hampshire
$1.56M -$22.5K -135 -1%
WA1
1191
Wimmer Associates 1
California
$1.56M -$26.7K -160 -2%
DLA
1192
Douglas Lane & Associates
New York
$1.56M -$197K -1,181 -11%
CAM
1193
Close Asset Management
United Kingdom
$1.56M +$1.01M +6,074 +186%
RWP
1194
RWA Wealth Partners
Massachusetts
$1.56M +$697K +4,184 +81%
FMBTD
1195
First Midwest Bank Trust Division
Illinois
$1.55M +$117K +700 +8%
EFSCE
1196
Enterprise Financial Services Corp (EFSC)
Missouri
$1.54M +$23.3K +140 +2%
NHC
1197
Nicholas Hoffman & Company
Georgia
$1.54M +$199K +1,195 +15%
BS
1198
Banco Santander
Spain
$1.52M +$471K +2,823 +45%
TCM
1199
Traynor Capital Management
Pennsylvania
$1.52M +$375K +2,261 +33%
AAM
1200
Advisors Asset Management
Colorado
$1.51M -$1.4M -8,396 -48%
46 47
48
49 50