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 %
KA
1551
Klingman & Associates
New York
$547K +$40K +239 +8%
GIP
1552
Greatmark Investment Partners
Georgia
$545K – – –
Nomura Holdings
1553
Nomura Holdings
Japan
$543K -$42.7M -256,024 -99%
BHA
1554
Beech Hill Advisors
New York
$542K -$3.68M -22,065 -87%
HIIFS
1555
Harel Insurance Investments & Financial Services
Israel
$541K +$541K +3,292 New
ODG
1556
O'Dell Group
Ohio
$540K -$37.5K -225 -6%
FWSM
1557
First Wilshire Securities Management
California
$539K +$238K +1,425 +79%
AA
1558
Alesco Advisors
New York
$536K +$132K +789 +33%
NCM
1559
Narwhal Capital Management
Georgia
$534K +$125K +750 +31%
PPSG
1560
Princeton Portfolio Strategies Group
New Jersey
$530K -$5.17K -31 -1%
SIM
1561
Sadoff Investment Management
Wisconsin
$528K – – –
GAM
1562
Gemmer Asset Management
California
$527K – – –
PAS
1563
Partnervest Advisory Services
California
$523K -$65.5K -393 -11%
NSAM
1564
North Star Asset Management
Wisconsin
$522K +$4.17K +25 +0.8%
EB
1565
Eastern Bank
Massachusetts
$521K -$43K -258 -8%
HDIM
1566
Hanson & Doremus Investment Management
Vermont
$517K -$15K -90 -3%
CIAS
1567
Capital Investment Advisory Services
North Carolina
$515K -$273K -1,636 -35%
MA
1568
Marshwinds Advisory
Georgia
$508K – – –
JGUA
1569
John G. Ullman & Associates
New York
$504K -$66.6K -400 -12%
ICM
1570
IMS Capital Management
Oregon
$501K +$169K +1,013 +51%
IPAM
1571
ICICI Prudential Asset Management
India
$500K +$500K +3,000 New
Verition Fund Management
1572
Verition Fund Management
Connecticut
$496K +$496K +2,973 New
RGIA
1573
Rainier Group Investment Advisory
Washington
$494K -$35.2K -211 -7%
GKWIM
1574
Gerber Kawasaki Wealth & Investment Management
California
$492K +$44.7K +270 +10%
CAS
1575
Cue Advisory Services
Arizona
$492K +$58.4K +350 +13%
61 62
63
64 65