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 %
SIM
1626
Sprucegrove Investment Management
Ontario, Canada
$423K -$94.9K -56,910 -18%
CSM
1627
CAMG Solamere Management
North Carolina
$421K +$3K +18 +0.7%
BMM
1628
Buffington Mohr McNeal
Idaho
$420K +$16.7K +100 +4%
CPC
1629
Cookson Peirce & Co
Pennsylvania
$420K +$420K +2,520 New
RA
1630
RFG Advisory
Alabama
$419K -$53.9K -325 -11%
PIM
1631
Provident Investment Management
Michigan
$417K – – –
TCM
1632
Teza Capital Management
Illinois
$417K +$417K +2,502 New
LP
1633
LGL Partners
Pennsylvania
$415K -$72.4K -434 -15%
FNBTCON
1634
First National Bank & Trust Co of Newtown
Pennsylvania
$414K +$26.7K +160 +7%
JGIA
1635
Jackson Grant Investment Advisers
Connecticut
$413K +$44.4K +266 +12%
BAM
1636
Bruderman Asset Management
New York
$410K – – –
TWM
1637
Torch Wealth Management
Ohio
$408K – – –
FUBT
1638
First United Bank & Trust
Maryland
$405K -$7K -42 -2%
VA
1639
Valmark Advisers
Ohio
$405K +$2.33K +14 +0.6%
SFP
1640
Shepherd Financial Partners
Massachusetts
$402K -$4.96K -30 -1%
CCMG
1641
Clark Capital Management Group
Pennsylvania
$402K – – –
VFP
1642
Verus Financial Partners
Virginia
$402K – – –
BA
1643
BKS Advisors
Michigan
$402K – – –
BIAS
1644
Beacon Investment Advisory Services
New Jersey
$402K +$12.2K +73 +3%
LRIC
1645
Long Road Investment Counsel
Michigan
$400K – – –
CT
1646
Clearstead Trust
Maine
$400K – – –
GLA
1647
Good Life Advisors
Pennsylvania
$400K +$64.6K +390 +19%
SNT
1648
Security National Trust
West Virginia
$399K -$173K -1,041 -30%
RWA
1649
River Wealth Advisors
Pennsylvania
$398K -$48.5K -291 -11%
WPA
1650
West Paces Advisors
Georgia
$397K +$250K +1,500 +170%
64 65
66
67 68