BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,169 hedge funds and large institutions have $167B invested in Berkshire Hathaway Class B in 2018 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 893 increasing their positions, 831 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,169
Holders Change
+7
Holders Change %
+0.32%
% of All Funds
49.72%
Holding in Top 10
410
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-8.69%
% of All Funds
9.4%
New
91
Increased
893
Reduced
831
Closed
65
Calls
$2B
Puts
$1.73B
Net Calls
+$271M
Net Calls Change
-$235M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$652M
2
PAG
Private Advisor Group
New Jersey
+$620M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$426M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$348M
5
Norges Bank
Norges Bank
Norway
+$270M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$933M
2
Morgan Stanley
Morgan Stanley
New York
-$524M
3
EVM
Eaton Vance Management
Massachusetts
-$407M
4
Deutsche Bank
Deutsche Bank
Germany
-$366M
5
Ameriprise
Ameriprise
Minnesota
-$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
Massachusetts Financial Services
276
Massachusetts Financial Services
Massachusetts
$44.1M -$8.17M -43,776 -16%
Fifth Third Bancorp
277
Fifth Third Bancorp
Ohio
$43.4M -$90.2K -483 -0.2%
Simplex Trading
278
Simplex Trading
Illinois
$43.2M +$29.5M +158,231 +215%
Citadel Advisors
279
Citadel Advisors
Florida
$43.1M +$23.3M +124,732 +117%
OAM
280
Oppenheimer Asset Management
New York
$43M +$72.6K +389 +0.2%
B
281
BP
United Kingdom
$42.9M – – –
RI
282
RWWM Inc
California
$42.9M -$883K -4,633 -2%
AIA
283
Avalon Investment & Advisory
Texas
$42.7M +$5.86M +31,387 +16%
CBOA
284
Commonwealth Bank of Australia
Australia
$42.6M +$4.63M +24,824 +12%
Envestnet Asset Management
285
Envestnet Asset Management
Illinois
$42.2M +$17.8M +95,502 +73%
FQ
286
First Quadrant
California
$42.1M -$826K -4,427 -2%
EIA
287
Edgemoor Investment Advisors
Maryland
$42M +$351K +1,882 +0.8%
DMIC
288
Dixon Mitchell Investment Counsel
British Columbia, Canada
$41.8M +$10.8M +58,121 +35%
ADEF
289
Adams Diversified Equity Fund
Maryland
$41.7M +$5.77M +30,900 +16%
EWM
290
Evercore Wealth Management
New York
$41.2M +$2.89M +15,473 +8%
ISL
291
Ingalls & Snyder LLC
New York
$41.1M +$1.4M +7,525 +4%
HIMCH
292
Hartford Investment Management Co (HIMCO)
Connecticut
$40.9M -$27.3M -146,298 -40%
LWCFA
293
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40.7M -$785K -4,208 -2%
Nomura Asset Management
294
Nomura Asset Management
Japan
$40.7M +$1.35M +7,230 +3%
NG
295
Northstar Group
New York
$40.6M +$527K +2,826 +1%
LWCA
296
Locust Wood Capital Advisers
New York
$40.5M +$20.7M +111,025 +105%
LWM
297
Lenox Wealth Management
Ohio
$40.4M -$895K -4,794 -2%
AG
298
Advisor Group
Arizona
$40.3M -$596K -3,195 -1%
BJ
299
Brouwer & Janachowski
California
$40.3M +$214K +1,149 +0.5%
PCI
300
Pacifica Capital Investments
Texas
$40.2M -$841K -4,504 -2%
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