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 %
PFS
1401
Physicians Financial Services
North Carolina
$829K -$16.7K -100 -2%
ACP
1402
Arcus Capital Partners
Georgia
$820K +$14.2K +85 +2%
HFA
1403
High Falls Advisors
New York
$820K +$202K +1,210 +33%
MMPW
1404
Mitchell McLeod Pugh & Williams
Alabama
$819K – – –
MIM
1405
Marco Investment Management
Georgia
$819K – – –
OCM
1406
Orleans Capital Management
Louisiana
$817K – – –
BA
1407
Bard Associates
Illinois
$816K -$308K -1,850 -27%
LWM
1408
Lyell Wealth Management
California
$816K +$816K +4,896 New
DTL
1409
Dynamic Technology Lab
Singapore
$814K -$29.2K -175 -3%
TDC
1410
Thompson Davis & Co
Virginia
$814K +$641K +3,846 +370%
FTUS
1411
Flow Traders U.S.
New York
$813K +$813K +4,877 New
NPT
1412
Nixon Peabody Trust
Massachusetts
$804K -$4.17K -25 -0.5%
MBT
1413
Monroe Bank & Trust
Michigan
$803K -$23.7K -142 -3%
HHC
1414
Hutchin Hill Capital
New York
$800K +$800K +4,800 New
CW
1415
Cobiz Wealth
Colorado
$799K +$6.67K +40 +0.8%
EA
1416
Elm Advisors
California
$797K – – –
FC
1417
Farley Capital
New York
$796K – – –
B
1418
Bridgeworth
Alabama
$793K +$94.3K +568 +14%
ABTD
1419
Arvest Bank Trust Division
Oklahoma
$793K +$117K +700 +17%
LPT
1420
Legacy Private Trust
Wisconsin
$792K -$6.67K -40 -0.8%
IIM
1421
Intact Investment Management
Quebec, Canada
$791K -$683K -4,100 -46%
AFP
1422
Ausdal Financial Partners
Iowa
$791K +$35.5K +213 +5%
WSCM
1423
Wellington Shields Capital Management
New York
$790K – – –
CP
1424
Camelot Portfolios
Ohio
$790K +$35.7K +214 +5%
DAM
1425
Doheny Asset Management
California
$789K – – –
55 56
57
58 59