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 %
MIAN
1526
Mariner Independent Advisor Network
Kansas
$600K -$2.94M -17,631 -83%
CNB
1527
Camden National Bank
Maine
$596K -$11.7K -70 -2%
CAW
1528
Cornerstone Advisors (Washington)
Washington
$594K -$834 -5 -0.1%
FC
1529
Forte Capital
New York
$593K +$36.7K +220 +7%
KA
1530
KLCM Advisors
Wisconsin
$590K +$40.4K +242 +7%
Members Trust
1531
Members Trust
Florida
$588K +$588K +3,529 New
OCM
1532
Osterweis Capital Management
California
$586K -$458K -2,750 -44%
IWA
1533
Inspirion Wealth Advisors
Illinois
$586K +$46.7K +280 +9%
OAJ
1534
Ogorek Anthony Joseph
New York
$586K +$91.1K +547 +18%
EDRIA
1535
Edmonds Duncan Registered Investment Advisors
Kansas
$585K – – –
WA
1536
WealthTrust-Arizona
Arizona
$583K -$16.8K -101 -3%
RHAM
1537
Round Hill Asset Management
California
$583K – – –
IIC
1538
Ironwood Investment Counsel
Arizona
$582K +$121K +724 +26%
RT
1539
Rockland Trust
Massachusetts
$581K -$13.3K -80 -2%
RHBC
1540
R.H. Bluestein & Co
Michigan
$580K -$243K -1,460 -30%
SIAS
1541
Shine Investment Advisory Services
Colorado
$580K +$580K +3,477 New
BWM
1542
Baystate Wealth Management
Massachusetts
$577K +$189K +1,147 +49%
FSA
1543
Financial Sense Advisors
California
$576K -$228K -1,371 -28%
SCA
1544
Stonebridge Capital Advisors
Minnesota
$569K +$204K +1,225 +56%
BAAM
1545
Baker Avenue Asset Management
California
$568K +$328K +1,971 +137%
BHBT
1546
Burke & Herbert Bank & Trust
Virginia
$561K -$41.8K -251 -7%
OLA
1547
Oliver Luxxe Assets
New Jersey
$554K +$6.83K +41 +1%
SAM
1548
Sequent Asset Management
Texas
$554K +$104K +625 +23%
CGL
1549
Clarius Group LLC
Washington
$551K – – –
BWA
1550
Burt Wealth Advisors
Maryland
$548K -$142K -850 -21%
60 61
62
63 64