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 %
PCFFS
1701
Pacific Center for Financial Services
California
$343K -$23.1K -139 -6%
RP
1702
Rowlandmiller & Partners
Georgia
$342K – – –
UBWV
1703
United Bank (West Virginia)
West Virginia
$341K -$13.2K -79 -4%
CHC
1704
City Holding Co
West Virginia
$341K +$8.33K +50 +3%
IP
1705
Isthmus Partners
Wisconsin
$339K – – –
CWM
1706
Circle Wealth Management
New Jersey
$338K +$15K +90 +5%
FCIM
1707
Fairview Capital Investment Management
California
$337K -$8.34K -50 -2%
HCM
1708
Hodges Capital Management
Texas
$335K – – –
AIM
1709
Arcadia Investment Management
Michigan
$335K – – –
HP
1710
HT Partners
Connecticut
$335K +$42.2K +253 +14%
BIG
1711
Bellwether Investment Group
Tennessee
$333K -$261K -1,565 -44%
CCM
1712
Chickasaw Capital Management
Tennessee
$333K – – –
ST
1713
Sageworth Trust
Pennsylvania
$333K – – –
HCM
1714
Hengehold Capital Management
Ohio
$331K +$77.5K +465 +31%
MGAM
1715
McGowan Group Asset Management
Texas
$330K – – –
LCM
1716
Lucas Capital Management
New Jersey
$328K -$62.6K -375 -16%
CHA
1717
Cedar Hill Associates
Illinois
$327K -$108K -648 -25%
APSP
1718
Asset Planning Services (Pennsylvania)
Pennsylvania
$327K +$188K +1,130 +136%
NC
1719
NewSquare Capital
Pennsylvania
$325K – – –
SPWA
1720
SteelBridge Private Wealth Advisors
Florida
$325K – – –
BW
1721
Biegel & Waller
Maryland
$324K – – –
RAM
1722
Riggs Asset Management
Pennsylvania
$321K +$25.3K +152 +9%
FIM
1723
Fernwood Investment Management
Massachusetts
$318K – – –
HCA
1724
Harbour Capital Advisors
Virginia
$318K – – –
EGM
1725
Engineers Gate Manager
New York
$317K -$167K -1,000 -34%
67 68
69
70 71