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 %
DWM
1676
Darwin Wealth Management
Florida
$370K +$148K +888 +67%
OSNBOA
1677
Old Second National Bank of Aurora
Illinois
$368K – – –
PC
1678
Permit Capital
Pennsylvania
$367K – – –
BHB
1679
Bank Hapoalim BM
Israel
$364K +$364K +2,186 New
BWAM
1680
Boyd Watterson Asset Management
Ohio
$363K – – –
PAM
1681
Princeton Alpha Management
New Jersey
$362K +$362K +2,169 New
FNB
1682
Farmers National Bank
Kentucky
$361K -$4.36K -30 -1%
BCI
1683
Brinker Capital Investments
Pennsylvania
$361K – – –
HHGA
1684
Halbert Hargrove Global Advisors
California
$359K -$38.9K -233 -10%
WCM
1685
Weatherstone Capital Management
Colorado
$358K +$8.49K +51 +2%
MMG
1686
Monetary Management Group
Missouri
$358K +$208K +1,250 +139%
SC
1687
Stratford Consulting
Texas
$356K -$2.83K -17 -0.8%
RCM
1688
Radnor Capital Management
Pennsylvania
$354K +$9.35K +56 +3%
AIM
1689
Acropolis Investment Management
Missouri
$352K – – –
CM
1690
Cornerstone Management
Georgia
$351K +$89.7K +538 +34%
SFG
1691
StrategIQ Financial Group
Indiana
$349K +$23.8K +143 +7%
MAA
1692
Matrix Asset Advisors
New York
$349K +$31.7K +190 +10%
JFGLC
1693
Johnson Financial Group LLC (Colorado)
Colorado
$348K -$223K -1,334 -39%
G
1694
GenTrust
Florida
$347K -$447K -2,680 -56%
FA
1695
FC Advisory
Pennsylvania
$347K +$347K +2,083 New
BONST
1696
Bank of Nova Scotia Trust
Ontario, Canada
$346K – – –
TI
1697
Truepoint Inc
Ohio
$346K +$346K +2,073 New
GBT
1698
Grove Bank & Trust
Florida
$344K -$220K -1,322 -39%
CYG
1699
Clean Yield Group
Vermont
$344K – – –
BFM
1700
Boothbay Fund Management
New York
$344K +$70.1K +420 +26%
66 67
68
69 70