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 %
BGIM
126
Brandywine Global Investment Management
Pennsylvania
$138M +$6.99M +41,956 +5%
MVIP
127
Mar Vista Investment Partners
California
$138M -$49.8M -298,801 -27%
National Pension Service
128
National Pension Service
South Korea
$136M +$7.93M +47,388 +6%
US Bancorp
129
US Bancorp
Minnesota
$134M -$1.45M -8,705 -1%
Baird Financial Group
130
Baird Financial Group
Wisconsin
$132M +$5.37M +32,232 +4%
Axa
131
Axa
France
$129M -$18.6M -111,480 -13%
GEM
132
Global Endowment Management
North Carolina
$126M +$75K +450 +0.1%
GIM
133
Greylin Investment Management
Virginia
$126M -$328K -1,970 -0.3%
AIG
134
American International Group
New York
$126M -$258K -1,547 -0.2%
C
135
Consulta
United Kingdom
$125M – – –
ESBC
136
E.S. Barr & Co
Kentucky
$123M -$3.95M -23,719 -3%
RA
137
RiverPark Advisors
New York
$123M +$123M +736,000 New
Kovitz Investment Group Partners
138
Kovitz Investment Group Partners
Illinois
$118M +$1.72M +10,336 +1%
SCM
139
Smead Capital Management
Arizona
$117M -$2.46M -14,741 -2%
PI
140
PGGM Investments
Netherlands
$116M -$6.4M -38,371 -5%
PC
141
Polar Capital
United Kingdom
$114M -$3.14M -18,816 -3%
USAA
142
United Services Automobile Association
Texas
$113M +$148K +889 +0.1%
GC
143
Giverny Capital
Quebec, Canada
$113M +$2.24M +13,420 +2%
AAM
144
Aberdeen Asset Management
United Kingdom
$111M +$5.69M +34,138 +5%
CCMH
145
Cornerstone Capital Management Holdings
New York
$109M -$18.7M -112,100 -15%
HFS
146
HL Financial Services
Kentucky
$109M +$1.38M +8,288 +1%
FMI
147
Factory Mutual Insurance
Massachusetts
$105M – – –
HighTower Advisors
148
HighTower Advisors
Illinois
$104M -$2.2M -13,213 -2%
Nordea Investment Management
149
Nordea Investment Management
Sweden
$103M -$14.5M -87,147 -12%
GC
150
Guggenheim Capital
Illinois
$103M -$3.19M -19,137 -3%
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