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 %
SA
1201
Strategic Advisors
New York
$4.22M +$134K +490 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
1202
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.2M -$6.69M -24,500 -61%
EP
1203
Edgestream Partners
New Jersey
$4.2M -$13.7M -50,359 -77%
CFFP
1204
Center for Financial Planning
Michigan
$4.2M – – –
MC
1205
Martin & Co
Tennessee
$4.2M +$388K +1,423 +10%
PCP
1206
Proficio Capital Partners
Massachusetts
$4.2M +$120K +439 +3%
1SB
1207
1ST Source Bank
Indiana
$4.19M +$14.7K +54 +0.4%
FPS
1208
Fieldpoint Private Securities
Connecticut
$4.19M +$60.6K +222 +1%
HBWM
1209
Hollow Brook Wealth Management
New York
$4.17M -$121K -444 -3%
CT
1210
Coastline Trust
Rhode Island
$4.16M +$248K +910 +6%
DI
1211
DAGCO Inc
Ohio
$4.15M +$4.64K +17 +0.1%
SMG
1212
Spectrum Management Group
Indiana
$4.14M +$382K +1,399 +10%
BHB
1213
Bank Hapoalim BM
Israel
$4.14M -$66.9K -245 -2%
ACP
1214
Aviance Capital Partners
Florida
$4.13M – – –
BFC
1215
Blue Fin Capital
Rhode Island
$4.13M -$146K -535 -3%
UHC
1216
Union Heritage Capital
Michigan
$4.12M – – –
BAM
1217
Berkshire Asset Management
Pennsylvania
$4.1M -$33.6K -123 -0.8%
BRCM
1218
Bright Rock Capital Management
Massachusetts
$4.09M – – –
ZIM
1219
Zacks Investment Management
Illinois
$4.09M +$233K +854 +6%
GPCM
1220
Granite Point Capital Management
Massachusetts
$4.09M +$4.09M +15,000 New
HIC
1221
Hartline Investment Corp
Illinois
$4.09M -$2.61M -9,547 -39%
VIA
1222
Vident Investment Advisory
Georgia
$4.08M +$535K +1,959 +15%
FBA
1223
Front Barnett Associates
Illinois
$4.08M – – –
BHTS
1224
Bar Harbor Trust Services
Maine
$4.07M +$135K +493 +3%
VPI
1225
Value Partners Investments
Manitoba, Canada
$4.07M -$345K -1,271 -8%
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