BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,162 hedge funds and large institutions have $181B invested in Berkshire Hathaway Class B in 2018 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 891 increasing their positions, 849 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
+5
Holders Change %
+0.23%
% of All Funds
49.62%
Holding in Top 10
449
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.05%
% of All Funds
10.31%
New
106
Increased
891
Reduced
849
Closed
73
Calls
$2.2B
Puts
$1.69B
Net Calls
+$505M
Net Calls Change
+$166M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$701M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$491M
3
EVM
Eaton Vance Management
Massachusetts
+$425M
4
BlackRock
BlackRock
New York
+$372M
5
Goldman Sachs
Goldman Sachs
New York
+$302M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$997M
2
State Street
State Street
Massachusetts
-$759M
3
CC
Claybrook Capital
Massachusetts
-$563M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$410M
5
DZ Bank
DZ Bank
Germany
-$362M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
501
Edmond de Rothschild Holding
Switzerland
$17M -$2.83M -14,206 -14%
CCB
502
Cutter & Co Brokerage
Missouri
$16.8M +$1.56M +7,844 +10%
JCM
503
Janney Capital Management
Pennsylvania
$16.8M -$160K -804 -0.9%
FAAS
504
First Allied Advisory Services
California
$16.8M -$574K -2,872 -3%
JIC
505
Johnson Investment Counsel
Ohio
$16.7M -$585K -2,933 -3%
NCM
506
Novare Capital Management
North Carolina
$16.6M +$40.9K +205 +0.2%
MML Investors Services
507
MML Investors Services
Massachusetts
$16.5M +$1.94M +9,745 +13%
MLL
508
Moody Lynn & Lieberson
Massachusetts
$16.5M +$104K +520 +0.6%
SSWM
509
Smith Salley Wealth Management
North Carolina
$16.4M +$102K +509 +0.6%
Twin Tree Management
510
Twin Tree Management
Texas
$16.3M +$6.45M +32,311 +65%
GP
511
Greenline Partners
New York
$16.3M +$170K +854 +1%
JCM
512
Jacobi Capital Management
Pennsylvania
$16.2M +$4.15M +21,270 +34%
Pacer Advisors
513
Pacer Advisors
Pennsylvania
$16.2M +$2.77M +13,872 +21%
MAM
514
Meeder Asset Management
Ohio
$16.2M +$886K +4,441 +6%
BFA
515
Beaumont Financial Advisors
Massachusetts
$16.1M +$649K +3,251 +4%
SIG
516
Schaller Investment Group
North Carolina
$16M -$115K -575 -0.7%
UB
517
UMB Bank
Missouri
$15.9M +$490K +2,454 +3%
SRC
518
Shufro Rose & Co
New York
$15.9M -$305K -1,529 -2%
First Trust Advisors
519
First Trust Advisors
Illinois
$15.9M -$4.01M -20,126 -20%
JIC
520
JRM Investment Counsel
Nebraska
$15.9M +$578K +2,898 +4%
BAM
521
Barrett Asset Management
New York
$15.9M +$1.23M +6,185 +8%
DY
522
Dowling & Yahnke
California
$15.6M -$180K -900 -1%
AIM
523
AMI Investment Management
Indiana
$15.6M +$179K +895 +1%
RIM
524
Redpoint Investment Management
Australia
$15.5M +$90K +451 +0.6%
FWCM
525
Ferguson Wellman Capital Management
Oregon
$15.5M -$662K -3,319 -4%
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