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 %
FMLI
1451
Fukoku Mutual Life Insurance
Japan
$750K – – –
PWAG
1452
Polaris Wealth Advisory Group
California
$750K +$160K +960 +27%
IP
1453
Investment Partners
Ohio
$748K -$15.2K -91 -2%
I2I
1454
Insight 2811 Inc
Illinois
$739K – – –
VCM
1455
Versant Capital Management
Arizona
$734K +$999 +6 +0.1%
SA
1456
SL Advisors
New Jersey
$733K – – –
NI
1457
NFC Investments
Tennessee
$731K – – –
BT
1458
Brandywine Trust
Delaware
$729K – – –
PWSG
1459
Pacific Wealth Strategies Group
California
$729K +$49.4K +296 +7%
BT
1460
Beacon Trust
New Jersey
$728K -$13.7K -80 -2%
RR
1461
Robotti Robert
$722K -$19.2K -115 -3%
PFP
1462
Pinnacle Financial Partners
Tennessee
$720K +$253K +1,515 +54%
FCH
1463
Freestone Capital Holdings
Washington
$712K +$476K +2,858 +202%
CC
1464
Colrain Capital
Massachusetts
$708K -$108K -650 -13%
Kayne Anderson Rudnick Investment Management
1465
Kayne Anderson Rudnick Investment Management
California
$708K – – –
BMCM
1466
Bryn Mawr Capital Management
Pennsylvania
$705K +$18.3K +110 +3%
LA
1467
Lynch & Associates
Indiana
$705K +$71.5K +429 +11%
AP
1468
Atwood & Palmer
Missouri
$704K +$5.33K +32 +0.8%
BST
1469
Bath Savings Trust
Maine
$699K -$11.5K -69 -2%
HL
1470
HeadInvest LLC
Maine
$697K – – –
FAM
1471
Fred Alger Management
New York
$693K – – –
BCM
1472
Bayesian Capital Management
New York
$693K +$482K +2,894 +229%
Lido Advisors
1473
Lido Advisors
California
$690K -$14.2K -86 -2%
SMC
1474
Smith, Moore & Co
Missouri
$689K +$8.33K +50 +1%
NGA
1475
Naples Global Advisors
Florida
$683K +$8.84K +53 +1%
57 58
59
60 61