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 %
CIM
1201
CIM Investment Management
Pennsylvania
$1.5M -$91.6K -550 -6%
WA
1202
WealthTrust Axiom
Pennsylvania
$1.5M +$95.8K +575 +7%
HAI
1203
Hennessy Advisors Inc
California
$1.5M – – –
MWAC
1204
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.5M -$764K -4,582 -34%
CC
1205
Caxton Corporation
New Jersey
$1.49M – – –
NEI
1206
Northwest & Ethical Investments
Ontario, Canada
$1.49M +$493K +2,959 +49%
AF
1207
Allworth Financial
California
$1.47M -$37.3K -224 -2%
UBG
1208
United Bank (Georgia)
Georgia
$1.45M -$13.3K -80 -0.9%
WC
1209
Woodstock Corp
Massachusetts
$1.44M +$150K +900 +12%
RMA
1210
Roffman Miller Associates
Pennsylvania
$1.44M +$226K +1,357 +19%
TNBTD
1211
Trustmark National Bank Trust Department
Mississippi
$1.43M +$545K +3,271 +61%
FWM
1212
Focused Wealth Management
New York
$1.42M -$142K -850 -9%
NWM
1213
Northwest Wealth Management
Iowa
$1.42M +$19K +114 +1%
QCG
1214
Quadrant Capital Group
Ohio
$1.42M +$55.7K +338 +4%
B
1215
Bailard
California
$1.41M +$258K +1,550 +22%
SWK
1216
Stephen W. Kidder
$1.41M -$20.8K -125 -1%
GT
1217
Greenleaf Trust
Michigan
$1.41M +$16.3K +98 +1%
FFBTD
1218
First Financial Bank - Trust Division
Ohio
$1.41M -$150K -898 -10%
TSS
1219
Thomas Story & Son
Indiana
$1.41M -$4.17K -25 -0.3%
EI
1220
Elkhorn Investments
Illinois
$1.4M +$1.4M +8,413 New
VWA
1221
V Wealth Advisors
Kansas
$1.4M -$36.6K -218 -3%
JFA
1222
JNBA Financial Advisors
Minnesota
$1.4M +$80.8K +485 +6%
VNA
1223
Valley National Advisers
Pennsylvania
$1.39M – – –
NFG
1224
Noven Financial Group
Colorado
$1.39M +$38.5K +231 +3%
LJHT
1225
Laurie J. Hall Trustee
$1.39M – – –
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