BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,394 hedge funds and large institutions have $187B invested in Berkshire Hathaway Class B in 2018 Q4 according to their latest regulatory filings, with 285 funds opening new positions, 972 increasing their positions, 809 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,394
Holders Change
+180
Holders Change %
+8.13%
% of All Funds
53.43%
Holding in Top 10
539
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+20.04%
% of All Funds
12.03%
New
285
Increased
972
Reduced
809
Closed
82
Calls
$3.71B
Puts
$2.03B
Net Calls
+$1.68B
Net Calls Change
+$500M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$934M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$804M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$801M
4
BlackRock
BlackRock
New York
+$606M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$447M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.02B
2
Deutsche Bank
Deutsche Bank
Germany
-$522M
3
State Street
State Street
Massachusetts
-$508M
4
CWM
Cornerstone Wealth Management
Missouri
-$338M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
376
SG Americas Securities
New York
$30.4M +$12.6M +61,697 +71%
CAG
377
Crestwood Advisors Group
Massachusetts
$30.3M -$111K -545 -0.4%
RC
378
Roundview Capital
New Jersey
$30.3M +$819K +4,011 +3%
RIG
379
Roosevelt Investment Group
New York
$30.2M +$1.2M +5,887 +4%
SIM
380
Sentry Investment Management
Wisconsin
$30.2M -$779K -3,816 -3%
NA
381
Neuburgh Advisers
California
$30.1M +$3.67M +17,996 +14%
OWP
382
Obermeyer Wealth Partners
Colorado
$30M -$410K -2,007 -1%
JVBC
383
J.V. Bruni & Co
Colorado
$29.9M -$1.04M -5,074 -3%
GAM
384
Gotham Asset Management
New York
$29.8M +$5.04M +24,661 +20%
NCM
385
New Capital Management
Texas
$29.7M -$48.8K -239 -0.2%
FAM
386
Fenimore Asset Management
New York
$29.3M +$507K +2,482 +2%
Macquarie Group
387
Macquarie Group
Australia
$29.3M +$18.3M +89,407 +166%
NAM
388
Nissay Asset Management
Japan
$29.2M +$562K +2,750 +2%
OTPPB
389
Ontario Teachers' Pension Plan Board
Ontario, Canada
$29.1M +$992K +4,859 +4%
DWM
390
Destination Wealth Management
California
$28.9M +$281K +1,375 +1%
SIM
391
Sprucegrove Investment Management
Ontario, Canada
$28.8M -$2.36M -11,570 -8%
BBI
392
Baxter Bros Inc
Connecticut
$28.7M +$652K +3,191 +2%
ICP
393
Ironvine Capital Partners
Nebraska
$28.7M +$1.01M +5,002 +4%
ACM
394
Aquamarine Capital Management
New York
$28.7M – – –
Lazard Asset Management
395
Lazard Asset Management
New York
$28.4M -$8.75M -42,872 -24%
LI
396
Lafayette Investments
Maryland
$28.2M +$57.4K +281 +0.2%
HK
397
Horizon Kinetics
New York
$27.7M -$1.49M -7,318 -5%
SAM
398
Shell Asset Management
Netherlands
$27.6M -$3.81M -18,640 -12%
NFGCM
399
Norman Fields Gottscho Capital Management
New York
$27.6M +$124K +605 +0.5%
AFA
400
American Financial Advisors
Georgia
$27.5M +$27.5M +134,460 New
14 15
16
17 18