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 %
WI
1426
Wedgewood Investors
Pennsylvania
$788K – – –
CAM
1427
CGOV Asset Management
Ontario, Canada
$787K -$1.98M -8,900 -72%
PWAP
1428
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$787K +$516K +3,100 +191%
LF
1429
Lee Financial
Texas
$786K +$27.2K +163 +4%
HCM
1430
Highbridge Capital Management
New York
$786K +$786K +4,718 New
MCM
1431
Monarch Capital Management
Indiana
$785K -$3K -18 -0.4%
SCA
1432
Snowden Capital Advisors
New York
$783K +$258K +1,546 +49%
PV
1433
Private Vista
Illinois
$782K – – –
HIC
1434
Holderness Investments Company
North Carolina
$782K +$457K +2,742 +141%
GHA
1435
GW Henssler & Associates
Georgia
$780K -$8.34K -50 -1%
LCM
1436
Logan Capital Management
Pennsylvania
$780K -$8.34K -50 -1%
DCM
1437
Donaldson Capital Management
Indiana
$779K -$6.17K -37 -0.8%
SCG
1438
Sonata Capital Group
Washington
$777K – – –
LOAMS
1439
Lombard Odier Asset Management (Switzerland)
Switzerland
$777K +$777K +4,662 New
HI
1440
Hudock Inc
Pennsylvania
$770K -$51.6K -310 -6%
DJSG
1441
D.J. St. Germain
Massachusetts
$770K -$16.7K -100 -2%
BC
1442
Banced Corp
Illinois
$770K +$6.5K +39 +0.9%
Edgewood Management
1443
Edgewood Management
Connecticut
$767K -$50K -300 -6%
HAIM
1444
Hunter Associates Investment Management
Pennsylvania
$765K +$25K +150 +3%
MCM
1445
Maple Capital Management
Vermont
$764K -$50K -300 -6%
NG
1446
NatWest Group
United Kingdom
$763K -$125K -748 -14%
HH
1447
Hilltop Holdings
Texas
$763K -$23.5K -141 -3%
AWM
1448
AllSquare Wealth Management
New York
$763K +$29.5K +177 +4%
WB
1449
Webster Bank
Connecticut
$760K -$35K -210 -4%
SIM
1450
SSI Investment Management
California
$758K -$835 -5 -0.1%
56 57
58
59 60