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Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,933 hedge funds and large institutions have $149B invested in Berkshire Hathaway Class B in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 821 increasing their positions, 702 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,933
Holders Change
+4
Holders Change %
+0.21%
% of All Funds
48.26%
Holding in Top 10
376
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+0.8%
% of All Funds
9.39%
New
84
Increased
821
Reduced
702
Closed
65
Calls
$1.34B
Puts
$1.18B
Net Calls
+$160M
Net Calls Change
-$155M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$20.2B
2
Flossbach Von Storch
Flossbach Von Storch
Germany
$1.08B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$296M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$176M
5
Ameriprise
Ameriprise
Minnesota
$1.4B

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$10.1B
2
Fisher Asset Management
Fisher Asset Management
Washington
$492M
3
OAG
Orbis Allan Gray
Bermuda
$259M
4
State Street
State Street
Massachusetts
$13.8B
5
Bank of New York Mellon
Bank of New York Mellon
New York
$2.92B
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
1976
Teza Capital Management
Illinois
– -$417K -2,502 Closed
PAM
1977
Princeton Alpha Management
New Jersey
– -$362K -2,169 Closed
EGM
1978
Engineers Gate Manager
New York
– -$317K -1,900 Closed
SEIA
1979
Signature Estate & Investment Advisors
California
– -$310K -1,861 Closed
SFM
1980
Signet Financial Management
New Jersey
– -$306K -1,837 Closed
IF
1981
IRON Financial
Illinois
– -$294K -1,765 Closed
JSL
1982
JT Stratford LLC
Georgia
– -$283K -1,697 Closed
MIM
1983
Montgomery Investment Management
Maryland
– -$236K -1,417 Closed
HP
1984
Hartree Partners
New York
– -$222K -1,332 Closed
SFS
1985
Strategic Financial Services
New York
– -$213K -1,278 Closed
PA
1986
Planning Alternatives
Michigan
– -$209K -1,252 Closed
ZAM
1987
Zevin Asset Management
Massachusetts
– -$202K -1,209 Closed
LD
1988
Lipe & Dalton
New York
– -$133K -800 Closed
MAS
1989
Madden Advisory Services
Florida
– -$119K -717 Closed
BKA
1990
Brick & Kyle Associates
Pennsylvania
– -$87K -519 Closed
JC
1991
JBF Capital
Colorado
– -$70K -420 Closed
SAS
1992
Stelac Advisory Services
New York
– -$185K -360 Closed
QFA
1993
Quattro Financial Advisors
Texas
– -$56.7K -340 Closed
CIM
1994
Contravisory Investment Management
Massachusetts
– -$43K -255 Closed
FPTW
1995
Franklin, Parlapiano, Turner & Welch
Texas
– -$29K -175 Closed
SLF
1996
Sun Life Financial
Ontario, Canada
– -$1.03K -172 Closed
BCM
1997
Barometer Capital Management
Ontario, Canada
– -$21K -125 Closed
LWA
1998
Lenox Wealth Advisors
New York
– -$19K -115 Closed
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