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 %
PR
1876
Payden & Rygel
California
$83K – – –
CRM
1877
Cramer Rosenthal McGlynn
Connecticut
$83K – – –
SAM
1878
Solaris Asset Management
New York
$83K +$83K +500 New
UWPG
1879
Ullmann Wealth Partners Group
Florida
$83K +$83K +500 New
RBC
1880
Roble Belko & Company
Pennsylvania
$79K – – –
FMTCOCP
1881
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$78.3K – – –
FFC
1882
First Financial Corp
Indiana
$73K – – –
JC
1883
JBF Capital
Colorado
$70K -$78.3K -470 -53%
SQA
1884
Simon Quick Advisors
New Jersey
$67K -$538K -3,210 -89%
CWM
1885
Cranbrook Wealth Management
Michigan
$67K -$50.3K -300 -43%
CAL
1886
Capital Advisors Ltd
Ohio
$63K – – –
AW
1887
Alpha Windward
Massachusetts
$57K – – –
QFA
1888
Quattro Financial Advisors
Texas
$56.7K +$56.7K +340 New
CFS
1889
Commonwealth Financial Services
West Virginia
$52K +$10.2K +61 +24%
AWA
1890
Artemis Wealth Advisors
New York
$50K – – –
AA
1891
AlphaMark Advisors
Kentucky
$50K – – –
WAS
1892
WESPAC Advisors SoCal
California
$45K – – –
CIM
1893
Contravisory Investment Management
Massachusetts
$43K – – –
BRC
1894
Bell Rock Capital
Delaware
$42K – – –
ED
1895
Exane Derivatives
France
$42K +$4.67K +28 +13%
MUS
1896
Mitsubishi UFJ Securities
Japan
$37K -$1.68K -10 -4%
AI
1897
ArchPoint Investors
Florida
$37K +$37K +225 New
GGHC
1898
Gilder Gagnon Howe & Co
New York
$33K – – –
CAM
1899
Cacti Asset Management
Georgia
$33K – – –
SAM
1900
Shamrock Asset Management
Texas
$33K – – –
74 75
76
77 78