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 %
SIG
526
Schaller Investment Group
North Carolina
$14.8M -$204K -1,092 -1%
UB
527
UMB Bank
Missouri
$14.8M -$64.6K -346 -0.4%
FAAS
528
First Allied Advisory Services
California
$14.8M -$858K -4,602 -5%
TAF
529
Tredje AP-fonden
Sweden
$14.6M -$3.7M -19,801 -20%
ZIG
530
Zurich Insurance Group
Switzerland
$14.6M +$944K +5,060 +7%
ECM
531
Elgethun Capital Management
South Dakota
$14.4M +$510K +2,716 +4%
B
532
Barings
North Carolina
$14.4M +$52.8K +283 +0.4%
LMGAM
533
Liberty Mutual Group Asset Management
Massachusetts
$14.4M +$45.9K +246 +0.3%
DY
534
Dowling & Yahnke
California
$14.3M -$373K -2,001 -3%
S
535
SignatureFD
Georgia
$14.2M +$318K +1,702 +2%
BSW
536
Buckingham Strategic Wealth
Missouri
$14.2M +$445K +2,383 +3%
BCM
537
Bridgeway Capital Management
Texas
$14.1M +$1.16M +6,195 +9%
OI
538
Oakbrook Investments
Illinois
$14.1M +$339K +1,814 +2%
Skandinaviska Enskilda Banken (SEB)
539
Skandinaviska Enskilda Banken (SEB)
Sweden
$14M +$13.2M +70,584 +1,671%
DWM
540
Doyle Wealth Management
Florida
$13.9M +$478K +2,559 +4%
RIM
541
Redpoint Investment Management
Australia
$13.8M -$683K -3,659 -5%
FBB
542
Fulton Breakefield Broenniman
Maryland
$13.8M -$108K -576 -0.8%
VIP
543
Vantage Investment Partners
Missouri
$13.8M +$4.11M +22,032 +42%
FWCM
544
Ferguson Wellman Capital Management
Oregon
$13.7M -$835K -4,475 -6%
RFA
545
Reilly Financial Advisors
California
$13.5M -$312K -1,671 -2%
TIP
546
Torray Investment Partners
Maryland
$13.5M -$12.9K -69 -0.1%
RBA
547
Richard Bernstein Advisors
New York
$13.4M +$692K +3,705 +5%
PGFC
548
Peapack-Gladstone Financial Corp
New Jersey
$13.4M -$59.7K -320 -0.4%
FNBT
549
FineMark National Bank & Trust
Florida
$13.4M +$2.39M +12,805 +22%
MRCM
550
M&R Capital Management
New Jersey
$13.4M -$274K -1,470 -2%
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