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 %
CP
1851
Corbenic Partners
Pennsylvania
$158K – – –
SFG
1852
SevenBridge Financial Group
Pennsylvania
$148K -$1.83K -11 -1%
TFO
1853
Tarbox Family Office
California
$146K – – –
RFWA
1854
RPg Family Wealth Advisory
Massachusetts
$143K -$59.7K -358 -29%
LD
1855
Lipe & Dalton
New York
$133K -$24.9K -150 -16%
SJIM
1856
St. Johns Investment Management
Florida
$130K – – –
CIA
1857
Cascade Investment Advisors
Oregon
$128K -$42.5K -255 -25%
SCM
1858
Stonebridge Capital Management
California
$125K -$1.51M -9,075 -92%
MAS
1859
Madden Advisory Services
Florida
$119K +$119K +717 New
DIA
1860
Davidson Investment Advisors
Montana
$118K -$60.3K -365 -34%
DPA
1861
Delphi Private Advisors
California
$118K -$21.8K -131 -16%
OFS
1862
Orrstown Financial Services
Pennsylvania
$117K -$3.34K -20 -3%
BG
1863
Bollard Group
Massachusetts
$117K – – –
FWC
1864
First Washington Corp
Washington
$108K -$24.9K -150 -19%
MWM
1865
MinichMacGregor Wealth Management
New York
$104K – – –
WAM
1866
Watermark Asset Management
California
$100K +$100K +599 New
FCT
1867
Family Capital Trust
Massachusetts
$99K – – –
VIP
1868
Vantage Investment Partners
Missouri
$95K – – –
IDBONY
1869
Israel Discount Bank of New York
New York
$95K – – –
MIC
1870
MU Investments Company
Japan
$94K -$6.71K -40 -7%
NSB
1871
Norway Savings Bank
Maine
$93K +$46.5K +280 +100%
ACM
1872
AUA Capital Management
Pennsylvania
$91K -$217K -1,300 -70%
ZB
1873
Zions Bancorporation
Utah
$90K -$96.8K -580 -52%
BTIS
1874
BB&T Investment Services
North Carolina
$89K +$40.9K +241 +85%
BKA
1875
Brick & Kyle Associates
Pennsylvania
$87K -$101K -600 -54%
73 74
75
76 77