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 %
RCAMU
451
Rothschild & Co Asset Management US
Connecticut
$19.8M +$214K +1,149 +1%
HA
452
Halsey Associates
Connecticut
$19.6M -$558K -2,990 -3%
CAN
453
Cetera Advisor Networks
California
$19.4M -$982K -5,262 -5%
AIMCA
454
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$19.2M -$1.19M -6,400 -6%
Mackenzie Financial
455
Mackenzie Financial
Ontario, Canada
$19.1M -$4.86M -26,032 -20%
QAM
456
QCI Asset Management
New York
$19M +$356K +1,905 +2%
MA
457
Menlo Advisors
California
$19M -$299K -1,603 -2%
AL
458
Aspiriant LLC
California
$18.9M -$611K -3,276 -3%
MCIM
459
Meadow Creek Investment Management
Georgia
$18.8M +$968K +5,184 +5%
TCOV
460
Trust Company of Vermont
Vermont
$18.8M +$477K +2,556 +3%
UONDDL
461
University of Notre Dame du Lac
Indiana
$18.8M – – –
SCM
462
Stevens Capital Management
Pennsylvania
$18.7M -$13.1M -70,328 -41%
TCA
463
Taconic Capital Advisors
New York
$18.7M – – –
GPCM
464
Greenbrier Partners Capital Management
Texas
$18.7M – – –
VIG
465
Vienna Insurance Group
Poland
$18.7M – – –
TYCC
466
Texas Yale Capital Corp
Florida
$18.4M -$941K -5,040 -5%
LPC
467
Loeb Partners Corp
New York
$18.4M +$8.87M +47,500 +93%
FT
468
Fiduciary Trust
Massachusetts
$18.2M -$244K -1,307 -1%
TSW
469
Thompson Siegel & Walmsley
Virginia
$18.1M -$998K -5,347 -5%
SEM
470
Suncoast Equity Management
Florida
$18.1M +$103K +550 +0.6%
GIC
471
GFI Investment Counsel
Ontario, Canada
$18.1M +$58.6K +314 +0.3%
Man Group
472
Man Group
United Kingdom
$18M -$1.01M -5,397 -5%
EBSAM
473
Eubel Brady & Suttman Asset Management
Ohio
$18M -$286K -1,532 -2%
SRAM
474
Stone Ridge Asset Management
New York
$17.9M -$2.18M -11,674 -11%
YAM
475
Yacktman Asset Management
Texas
$17.9M +$13.5M +72,498 +313%
17 18
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