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Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,946 hedge funds and large institutions have $166B invested in Berkshire Hathaway Class B in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 736 increasing their positions, 773 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,946
Holders Change
+13
Holders Change %
+0.67%
% of All Funds
48.59%
Holding in Top 10
391
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+3.99%
% of All Funds
9.76%
New
92
Increased
736
Reduced
773
Closed
64
Calls
$1.52B
Puts
$1.41B
Net Calls
+$107M
Net Calls Change
-$53.4M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.69B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$561M
3
BlackRock
BlackRock
New York
+$434M
4
Morgan Stanley
Morgan Stanley
New York
+$424M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$296M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$205M
2
Brown Advisory
Brown Advisory
Maryland
-$107M
3
PI
Putnam Investments
Massachusetts
-$83.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$78M
5
TCIM
TIAA CREF Investment Management
New York
-$71.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
1976
Fred Alger Management
New York
– -$557K -3,290 Closed
CWM
1977
Concert Wealth Management
California
– -$515K -3,075 Closed
LP
1978
LMR Partners
United Kingdom
– -$484K -2,857 Closed
LP
1979
LGL Partners
Pennsylvania
– -$421K -2,488 Closed
Twin Tree Management
1980
Twin Tree Management
Texas
– -$412K -2,430 Closed
EMG
1981
Ellington Management Group
Connecticut
– -$390K -2,300 Closed
WFMPM
1982
Woodley Farra Manion Portfolio Management
Indiana
– -$352K -2,076 Closed
PAS
1983
Park Avenue Securities
New York
– -$371K -2,057 Closed
IP
1984
Isthmus Partners
Wisconsin
– -$330K -1,950 Closed
BW
1985
Biegel & Waller
Maryland
– -$329K -1,943 Closed
PVWM
1986
Point View Wealth Management
New Jersey
– -$312K -1,840 Closed
HCM
1987
HM Capital Management
Missouri
– -$305K -1,800 Closed
PHK
1988
Point72 Hong Kong
Hong Kong
– -$275K -1,626 Closed
Verition Fund Management
1989
Verition Fund Management
Connecticut
– -$266K -1,573 Closed
ACM
1990
American Capital Management
New York
– -$254K -1,500 Closed
ROTUOC
1991
Regents of the University of California
California
– -$249K -1,465 Closed
DE
1992
Day & Ennis
Georgia
– -$247K -1,461 Closed
CWA
1993
Cypress Wealth Advisors
California
– -$236K -1,395 Closed
PHAM
1994
Palisades Hudson Asset Management
Florida
– -$228K -1,349 Closed
AA
1995
ALPS Advisors
Colorado
– -$226K -1,334 Closed
DA
1996
Doliver Advisors
Texas
– -$224K -1,320 Closed
SSG
1997
Summit Securities Group
New York
– -$218K -1,288 Closed
FLI
1998
Family Legacy Inc
South Carolina
– -$213K -1,256 Closed
UBV
1999
United Bank (Virginia)
Virginia
– -$203K -1,200 Closed
BWM
2000
BigSur Wealth Management
Florida
– -$203K -1,138 Closed
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