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 %
RWMH
1726
Riverpoint Wealth Management Holdings
Illinois
$317K -$8.67K -52 -3%
DP
1727
Dearborn Partners
Illinois
$317K – – –
DPI
1728
Diversified Portfolios Inc
Michigan
$317K +$46.4K +278 +17%
KLWA
1729
Kelly Lawrence W & Associates
California
$315K – – –
GHAM
1730
Gilman Hill Asset Management
Connecticut
$314K – – –
GI
1731
Gradient Investments
Minnesota
$313K +$70.1K +420 +29%
HCM
1732
HMS Capital Management
Tennessee
$313K +$313K +1,899 New
ODCM
1733
Old Dominion Capital Management
Virginia
$310K +$78.5K +471 +34%
SEIA
1734
Signature Estate & Investment Advisors
California
$310K +$310K +1,861 New
LC
1735
LCNB Corp
Ohio
$307K -$13.5K -81 -4%
B
1736
Bellecapital
Switzerland
$307K – – –
AAS
1737
Annex Advisory Services
Wisconsin
$307K +$9.35K +56 +3%
PVWM
1738
Point View Wealth Management
New Jersey
$307K +$307K +1,840 New
SFM
1739
Signet Financial Management
New Jersey
$306K -$552K -3,312 -64%
GLRA
1740
Gerald L. Ray & Associates
Texas
$306K – – –
HCM
1741
Hutchinson Capital Management
California
$306K – – –
WFMPM
1742
Woodley Farra Manion Portfolio Management
Indiana
$305K +$305K +1,831 New
MCM
1743
Marathon Capital Management
Maryland
$304K -$8.34K -50 -3%
BWFA
1744
Baltimore-Washington Financial Advisors
Maryland
$303K – – –
PAM
1745
Palisade Asset Management
Minnesota
$302K -$12.5K -75 -4%
HWA
1746
Heritage Way Advisors
Illinois
$301K – – –
HCM
1747
HM Capital Management
Missouri
$299K – – –
RSS
1748
Rosenblum Silverman Sutton
California
$297K +$297K +1,780 New
IF
1749
IRON Financial
Illinois
$294K +$294K +1,765 New
CWM
1750
Concert Wealth Management
California
$293K -$52.6K -325 -15%
68 69
70
71 72