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 %
SMI
1376
Shelter Mutual Insurance
Missouri
$887K – – –
AIP
1377
ARS Investment Partners
New York
$883K – – –
RIM
1378
Rampart Investment Management
Connecticut
$879K +$879K +5,271 New
ACM
1379
Argent Capital Management
Missouri
$875K +$381K +2,287 +77%
FA
1380
Fagan Associates
New York
$873K +$240K +1,440 +38%
CAI
1381
Capital Advisors Inc
Oklahoma
$868K -$23.3K -140 -3%
RIG
1382
Renaissance Investment Group
Massachusetts
$868K – – –
FHA
1383
First Horizon Advisors
Tennessee
$867K -$275K -1,653 -24%
GC
1384
Gilbert & Cook
Iowa
$863K – – –
NQWM
1385
Northwest Quadrant Wealth Management
Oregon
$862K – – –
SAM
1386
Security Asset Management
New York
$860K – – –
PAG
1387
Pinnacle Advisory Group
Maryland
$854K -$14K -84 -2%
GS
1388
Girard Securities
California
$852K -$306K -1,835 -26%
ANTB
1389
AMG National Trust Bank
Colorado
$850K -$69K -414 -8%
WF
1390
WealthTrust Fairport
Ohio
$848K -$8.34K -50 -1%
CIA
1391
Capital Impact Advisors
Massachusetts
$848K – – –
WTB
1392
Washington Trust Bank
Washington
$848K +$10.2K +61 +1%
TFF
1393
The Family Firm
Maryland
$840K – – –
MFS
1394
Madrona Financial Services
Washington
$838K – – –
AOWM
1395
Alpha Omega Wealth Management
Virginia
$834K -$16.7K -100 -2%
RL
1396
Ruffer LLP
United Kingdom
$833K -$833K -5,000 -50%
UAS
1397
United Asset Strategies
New York
$833K -$17.5K -105 -2%
PCMK
1398
Paragon Capital Management (Kansas)
Kansas
$833K +$16.7K +100 +2%
IHL
1399
Investment House LLC
California
$831K – – –
PFSC
1400
Peoples Financial Services Corp
Pennsylvania
$829K -$83.3K -500 -9%
54 55
56
57 58