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 %
BFS
501
Baskin Financial Services
Ontario, Canada
$18.3M -$204K -997 -1%
MAM
502
Meeder Asset Management
Ohio
$18.2M +$631K +3,088 +4%
NPF
503
Norris Perne & French
Michigan
$18.2M +$94.9K +465 +0.5%
SAM
504
Silvercrest Asset Management
New York
$18.1M +$293K +1,435 +2%
BWP
505
Baldwin Wealth Partners
Massachusetts
$18.1M +$2.04K +10 +0%
JIC
506
JRM Investment Counsel
Nebraska
$18.1M +$1.3M +6,380 +8%
OCM
507
Osterweis Capital Management
California
$18M +$16.6M +81,122 +1,182%
VFA
508
Voya Financial Advisors
Connecticut
$17.9M -$241K -1,193 -1%
SEI Investments
509
SEI Investments
Pennsylvania
$17.9M +$2.01M +9,580 +13%
CI Investments Inc
510
CI Investments Inc
Ontario, Canada
$17.9M +$9.96M +48,800 +126%
TNB
511
Thomasville National Bank
Georgia
$17.8M -$400K -1,957 -2%
GP
512
Greenline Partners
New York
$17.8M – – –
FQ
513
First Quadrant
California
$17.8M -$18.1M -88,853 -50%
JIC
514
Johnson Investment Counsel
Ohio
$17.7M +$225K +1,101 +1%
NP
515
NS Partners
United Kingdom
$17.7M +$671K +3,285 +4%
SSWM
516
Smith Salley Wealth Management
North Carolina
$17.6M +$233K +1,143 +1%
DA
517
Denali Advisors
California
$17.5M +$6.04M +29,600 +53%
Jane Street
518
Jane Street
New York
$17.5M +$7.05M +34,549 +68%
HA
519
Heartland Advisors
Wisconsin
$17.5M -$82.1K -402 -0.5%
WCM
520
Wedge Capital Management
North Carolina
$17.4M -$1.87M -9,144 -10%
KRS
521
Kentucky Retirement Systems
Kentucky
$17.3M +$328K +1,605 +2%
NCM
522
Novare Capital Management
North Carolina
$17.2M -$1.43K -7 -0%
Mackenzie Financial
523
Mackenzie Financial
Ontario, Canada
$17.1M +$2.12M +10,407 +14%
CEP
524
Chicago Equity Partners
Illinois
$17.1M -$5M -24,510 -23%
AIM
525
AMI Investment Management
Indiana
$17M +$195K +954 +1%
19 20
21
22 23