BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,214 hedge funds and large institutions have $193B invested in Berkshire Hathaway Class B in 2018 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 894 increasing their positions, 839 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,214
Holders Change
+45
Holders Change %
+2.07%
% of All Funds
50.7%
Holding in Top 10
449
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+9.51%
% of All Funds
10.28%
New
126
Increased
894
Reduced
839
Closed
64
Calls
$3.05B
Puts
$1.87B
Net Calls
+$1.18B
Net Calls Change
+$906M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.82B
2
Capital International Investors
Capital International Investors
California
+$820M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$650M
4
State Street
State Street
Massachusetts
+$535M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$513M

Top Sellers

1
HAG
HighPoint Advisor Group
Illinois
-$7.54B
2
PAG
Private Advisor Group
New Jersey
-$691M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$638M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$610M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$480M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
376
New Capital Management
Texas
$31.2M – – –
RC
377
Roundview Capital
New Jersey
$30.9M +$1.22M +5,706 +4%
HK
378
Horizon Kinetics
New York
$30.6M -$903K -4,216 -3%
GC
379
Guggenheim Capital
Illinois
$30.5M -$688K -3,213 -2%
RIG
380
Roosevelt Investment Group
New York
$30.4M +$150K +700 +0.5%
FAM
381
Fenimore Asset Management
New York
$30.2M -$223K -1,040 -0.7%
MA
382
MUFG Americas
New York
$30.1M +$5.35M +24,978 +22%
ACM
383
Aquamarine Capital Management
New York
$30.1M – – –
Victory Capital Management
384
Victory Capital Management
Texas
$30.1M -$3.04M -14,210 -9%
NAM
385
Nissay Asset Management
Japan
$30M +$822K +3,837 +3%
DWM
386
Destination Wealth Management
California
$30M +$2.4M +11,207 +9%
SCM
387
Stevens Capital Management
Pennsylvania
$29.6M +$8.21M +38,348 +38%
NB
388
Norinchukin Bank
Japan
$29.5M +$3.86M +18,034 +15%
ICP
389
Ironvine Capital Partners
Nebraska
$29.5M +$622K +2,904 +2%
OTPPB
390
Ontario Teachers' Pension Plan Board
Ontario, Canada
$29.5M +$1.1M +5,136 +4%
LI
391
Lafayette Investments
Maryland
$29.5M -$186K -867 -0.6%
BBI
392
Baxter Bros Inc
Connecticut
$29.4M +$414K +1,933 +1%
FNBOO
393
First National Bank of Omaha
Nebraska
$29.2M +$4.05M +18,895 +16%
TAM
394
Tocqueville Asset Management
New York
$29.2M -$406K -1,897 -1%
NFGCM
395
Norman Fields Gottscho Capital Management
New York
$28.8M +$183K +854 +0.6%
RC
396
RegentAtlantic Capital
New Jersey
$28.6M +$285K +1,333 +1%
SFM
397
Stack Financial Management
Montana
$28.5M -$848K -3,959 -3%
FIM
398
Foresters Investment Management
New York
$28.4M +$28.4M +132,700 New
GJIC
399
Gamble Jones Investment Counsel
California
$28.1M +$418K +1,951 +2%
ACA
400
Anchor Capital Advisors
Massachusetts
$28M -$829K -3,872 -3%
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