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 %
HA
501
Heartland Advisors
Wisconsin
$16.2M -$234K -1,253 -1%
HCMT
502
Highland Capital Management (Tennessee)
Tennessee
$16.1M +$93.3K +500 +0.6%
SAM
503
Silvercrest Asset Management
New York
$16M -$306K -1,641 -2%
JIC
504
Johnson Investment Counsel
Ohio
$15.9M +$303K +1,621 +2%
BAM
505
Burgundy Asset Management
Ontario, Canada
$15.9M +$5.84M +31,279 +58%
TCM
506
Twin Capital Management
Pennsylvania
$15.8M -$997K -5,340 -6%
AA
507
Ancora Advisors
Ohio
$15.8M -$468K -2,509 -3%
JCM
508
Jacobi Capital Management
Pennsylvania
$15.7M +$215K +1,150 +1%
PIA
509
Piedmont Investment Advisors
North Carolina
$15.7M -$38.4M -205,705 -71%
CCB
510
Cutter & Co Brokerage
Missouri
$15.6M -$122K -654 -0.8%
NCM
511
Novare Capital Management
North Carolina
$15.6M +$40.7K +218 +0.3%
SSWM
512
Smith Salley Wealth Management
North Carolina
$15.6M +$263K +1,409 +2%
EDRH
513
Edmond de Rothschild Holding
Switzerland
$15.5M -$338K -1,812 -2%
AIM
514
AMI Investment Management
Indiana
$15.4M +$812K +4,348 +6%
BAM
515
Barrett Asset Management
New York
$15.3M +$494K +2,645 +3%
GP
516
Greenline Partners
New York
$15.3M +$58.8K +315 +0.4%
KRS
517
Kentucky Retirement Systems
Kentucky
$15.3M -$3.49M -18,724 -19%
JCM
518
Janney Capital Management
Pennsylvania
$15.2M -$488K -2,613 -3%
BFA
519
Beaumont Financial Advisors
Massachusetts
$15.2M +$96.5K +517 +0.6%
WF
520
Welch & Forbes
Massachusetts
$15.2M -$1.02M -5,463 -6%
QI
521
QS Investors
New York
$15.1M +$4.74M +25,400 +46%
AC
522
Avenir Corporation
Virginia
$15.1M +$4.44M +23,812 +42%
CAPTRUST Financial Advisors
523
CAPTRUST Financial Advisors
North Carolina
$15M +$991K +5,310 +7%
JIC
524
JRM Investment Counsel
Nebraska
$14.9M +$44.6K +239 +0.3%
Jones Financial Companies
525
Jones Financial Companies
Missouri
$14.8M +$393K +2,108 +3%
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