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 %
KA
1226
Kovack Advisors
Florida
$1.39M +$1.39M +8,317 New
NAM
1227
NTV Asset Management
West Virginia
$1.38M +$33.3K +200 +2%
BWFM
1228
Bridgewater Wealth & Financial Management
Maryland
$1.37M -$10.8K -65 -0.8%
QAM
1229
Quantres Asset Management
Cayman Islands
$1.37M +$1.37M +8,200 New
AAM
1230
Aureus Asset Management
Massachusetts
$1.36M -$46K -282 -3%
FPCG
1231
Fort Pitt Capital Group
Pennsylvania
$1.36M -$217K -1,300 -14%
KCM
1232
Kornitzer Capital Management
Kansas
$1.35M +$275K +1,650 +26%
IIA
1233
IPG Investment Advisors
California
$1.34M +$185K +1,108 +16%
PSC
1234
Prentiss Smith & Co
Vermont
$1.34M -$142K -850 -10%
SIC
1235
SFE Investment Counsel
California
$1.34M +$213K +1,280 +19%
FHA
1236
Flagship Harbor Advisors
Massachusetts
$1.34M +$337K +2,032 +34%
VCAM
1237
Van Cleef Asset Management
Ohio
$1.34M – – –
ZIC
1238
ZWJ Investment Counsel
Georgia
$1.33M +$292K +1,752 +28%
TTWM
1239
TCV Trust & Wealth Management
Virginia
$1.32M -$4K -24 -0.3%
GBBWRPM
1240
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.31M -$481K -2,883 -27%
DT
1241
Diversified Trust
Tennessee
$1.31M +$170K +1,022 +15%
VAM
1242
Verity Asset Management
North Carolina
$1.31M +$1.31M +7,884 New
NAM
1243
Needelman Asset Management
California
$1.3M – – –
IMOV
1244
Investment Management of Virginia
Virginia
$1.3M -$110K -660 -8%
EWM
1245
Endurance Wealth Management
Rhode Island
$1.3M +$4.17K +25 +0.3%
SCM
1246
SOL Capital Management
Maryland
$1.3M -$46.2K -277 -3%
LBC
1247
Lawrence B. Cohen
$1.3M – – –
DAS
1248
Dynamic Advisor Solutions
Arizona
$1.3M -$71.7K -430 -5%
OC
1249
Oarsman Capital
Wisconsin
$1.29M +$313K +1,875 +32%
HRC
1250
Hoertkorn Richard Charles
$1.29M -$8.34K -50 -0.6%
48 49
50
51 52