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 %
PL
351
Parthenon LLC
Kentucky
$30.9M +$307K +1,645 +1%
Luther King Capital Management (LKCM)
352
Luther King Capital Management (LKCM)
Texas
$30.9M -$1.25M -6,702 -4%
CAG
353
Crestwood Advisors Group
Massachusetts
$30.6M +$208K +1,015 +0.7%
UH
354
Unigestion Holding
Switzerland
$30.2M +$30.2M +162,020 New
BNP Paribas Asset Management
355
BNP Paribas Asset Management
France
$30.1M -$3.4M -18,202 -10%
SEI Investments
356
SEI Investments
Pennsylvania
$30.1M +$9M +48,242 +43%
AM
357
Account Management
Massachusetts
$30M -$534K -2,861 -2%
AP
358
Archon Partners
New Jersey
$29.9M – – –
Mariner
359
Mariner
Kansas
$29.5M +$1.91M +10,253 +7%
CPSAC
360
Chas P. Smith & Associates (CPS)
Florida
$29.5M -$121K -646 -0.4%
Connor, Clark & Lunn Investment Management (CC&L)
361
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$29.4M +$26.8M +143,750 +1,046%
CB
362
Commerce Bank
Missouri
$29.3M +$632K +3,385 +2%
Victory Capital Management
363
Victory Capital Management
Texas
$28.9M -$1.94M -10,377 -6%
DnB Asset Management
364
DnB Asset Management
Norway
$28.8M +$1.52M +8,134 +6%
JVBC
365
J.V. Bruni & Co
Colorado
$28.5M -$422K -2,263 -1%
SAM
366
Shell Asset Management
Netherlands
$28.4M -$1.9M -10,180 -6%
PCM
367
Parsons Capital Management
Rhode Island
$28.2M +$46.1K +247 +0.2%
First Trust Advisors
368
First Trust Advisors
Illinois
$28M +$13.2M +70,566 +89%
WBC
369
Westpac Banking Corp
Australia
$28M +$346K +1,855 +1%
GCM
370
Gabalex Capital Management
New York
$28M -$3.73M -20,000 -12%
SIM
371
Sprucegrove Investment Management
Ontario, Canada
$28M -$1.59M -8,520 -5%
RA
372
RiverPark Advisors
New York
$27.8M -$2.07M -11,100 -7%
CTC
373
Central Trust Company
Missouri
$27.8M -$533K -2,853 -2%
OWP
374
Obermeyer Wealth Partners
Colorado
$27.7M -$2.08M -11,159 -7%
RG
375
Rathbones Group
United Kingdom
$27.7M +$72.6K +389 +0.3%
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