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 %
RCM
1601
RNC Capital Management
California
$452K -$36.7K -220 -8%
IIM
1602
Ironwood Investment Management
Massachusetts
$451K +$4K +24 +0.9%
CPO
1603
Cerity Partners OCIO
New York
$448K +$170K +1,020 +61%
LWM
1604
LBA Wealth Management
Florida
$447K – – –
FNBOH
1605
First National Bank of Hutchinson
Kansas
$445K -$86.2K -518 -16%
PCMC
1606
Paragon Capital Management (Colorado)
Colorado
$443K +$443K +2,660 New
ACS
1607
Archford Capital Strategies
Illinois
$443K +$443K +2,660 New
Aristotle Capital Management
1608
Aristotle Capital Management
California
$442K – – –
WMC
1609
Westwood Management Corporation
Illinois
$442K – – –
HFBOT
1610
Home Federal Bank of Tennessee
Tennessee
$442K – – –
CWM
1611
Cedar Wealth Management
California
$441K +$16.7K +100 +4%
MWM
1612
Meridian Wealth Management
Kentucky
$439K -$600K -3,600 -58%
AHB
1613
Abner Herrman & Brock
New Jersey
$439K -$3.5K -21 -0.8%
NCM
1614
Noesis Capital Mangement
Florida
$439K – – –
SSG
1615
Summit Securities Group
New York
$439K +$439K +2,635 New
FFW
1616
Fusion Family Wealth
New York
$438K -$36.7K -220 -8%
DK
1617
Darrell & King
Virginia
$433K +$200K +1,200 +86%
NBC
1618
Neuberger Berman Canada
Ontario, Canada
$433K +$433K +2,600 New
VNA
1619
VNBTrust National Association
Virginia
$432K -$2.46M -14,766 -85%
AFS
1620
Access Financial Services
Minnesota
$428K – – –
ST
1621
Sabal Trust
Florida
$428K +$148K +890 +53%
PP
1622
PagnatoKarp Partners
Virginia
$427K +$7.16K +43 +2%
WIP
1623
Wellesley Investment Partners
Massachusetts
$427K +$81.7K +491 +24%
CIS
1624
Connors Investor Services
Pennsylvania
$425K – – –
NIA
1625
Northstar Investment Advisors
Colorado
$423K -$7.16K -43 -2%
63 64
65
66 67