BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,157 hedge funds and large institutions have $180B invested in Berkshire Hathaway Class B in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 757 increasing their positions, 812 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,157
Holders Change
+211
Holders Change %
+10.84%
% of All Funds
48.99%
Holding in Top 10
440
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+12.53%
% of All Funds
9.99%
New
282
Increased
757
Reduced
812
Closed
52
Calls
$2.2B
Puts
$1.86B
Net Calls
+$339M
Net Calls Change
+$232M

Top Buyers

1
State Street
State Street
Massachusetts
+$539M
2
Deutsche Bank
Deutsche Bank
Germany
+$413M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$372M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$331M
5
UBS Group
UBS Group
Switzerland
+$267M

Top Sellers

1
SWA
SFMG Wealth Advisors
Texas
-$8.99B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$991M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$326M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$322M
5
Bank of America
Bank of America
North Carolina
-$253M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
1226
Pegasus Asset Management
New York
$1.96M +$1.96M +9,902 New
Jacobs Levy Equity Management
1227
Jacobs Levy Equity Management
New Jersey
$1.96M -$260K -1,310 -12%
EWA
1228
EP Wealth Advisors
California
$1.96M +$33.5K +169 +2%
PCP
1229
Proficio Capital Partners
Massachusetts
$1.96M +$2.58K +13 +0.1%
YP
1230
Yellowstone Partners
Idaho
$1.93M +$205K +1,034 +12%
SIC
1231
Schwartz Investment Counsel
Michigan
$1.93M – – –
BCM
1232
Bienville Capital Management
New York
$1.92M -$259K -1,307 -12%
SS
1233
Simplicity Solutions
Minnesota
$1.92M +$1.53M +7,723 +393%
NIS
1234
National Investment Services
Wisconsin
$1.92M -$141K -712 -7%
TFA
1235
Transamerica Financial Advisors
Florida
$1.9M -$33.7K -170 -2%
CL
1236
CPWM LLC
Washington
$1.89M +$495K +2,499 +35%
NFG
1237
Noven Financial Group
Colorado
$1.88M +$60.7K +306 +3%
SCA
1238
Sippican Capital Advisors
Massachusetts
$1.88M -$22.8K -115 -1%
TA
1239
Tiedemann Advisors
New York
$1.88M -$6.98M -35,216 -79%
IAS
1240
IMA Advisory Services
Colorado
$1.88M -$267K -1,349 -12%
CAM
1241
Crestone Asset Management
Colorado
$1.87M – – –
TIA
1242
Tiemann Investment Advisors
California
$1.87M – – –
WC
1243
Woodstock Corp
Massachusetts
$1.87M +$127K +640 +7%
DT
1244
Diversified Trust
Tennessee
$1.85M -$16.6K -84 -0.9%
PS
1245
Portfolio Strategies
New York
$1.84M +$1.84M +9,260 New
CC
1246
Capital Counsel
New York
$1.83M +$357K +1,800 +24%
CONA
1247
Capital One National Association
New York
$1.83M -$288K -1,452 -14%
AWA
1248
Acorn Wealth Advisors
Michigan
$1.82M +$1.82M +9,044 New
KFGK
1249
Keystone Financial Group (Kentucky)
Kentucky
$1.82M +$1.82M +8,952 New
JFA
1250
JNBA Financial Advisors
Minnesota
$1.81M – – –
48 49
50
51 52