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 %
OCA
676
Otter Creek Advisors
Florida
$9.29M -$2.53M -12,704 -21%
VW
677
Vantage Wealth
California
$9.29M -$965K -4,835 -9%
AWM
678
Altium Wealth Management
New York
$9.28M +$302K +1,514 +3%
AWM
679
Altavista Wealth Management
North Carolina
$9.27M -$172K -862 -2%
TW
680
Transform Wealth
Colorado
$9.27M +$422K +2,115 +5%
PHS
681
Pekin Hardy Strauss
Illinois
$9.26M -$146K -733 -2%
BPCE
682
Bank Pictet & Cie (Europe)
Germany
$9.25M +$1.47M +7,355 +19%
CWM
683
Catamount Wealth Management
Connecticut
$9.25M +$307K +1,540 +3%
NIPH
684
NN Investment Partners Holdings
Netherlands
$9.22M -$802K -4,022 -8%
MCM
685
Murphy Capital Management
New Jersey
$9.22M -$307K -1,541 -3%
DSAM
686
Dock Street Asset Management
Florida
$9.16M -$1.85M -9,267 -17%
WFG
687
Wills Financial Group
Virginia
$9.15M -$5.39K -27 -0.1%
HCM
688
Howland Capital Management
Massachusetts
$9.13M -$58.2K -292 -0.6%
ACM
689
Academy Capital Management
Texas
$9.1M -$31.5K -158 -0.3%
LFR
690
Lehman Financial Resources
Pennsylvania
$9.09M +$31.9K +160 +0.4%
MI
691
Markston International
New York
$9.06M -$27.1K -136 -0.3%
NC
692
Northpointe Capital
Michigan
$8.96M -$226K -1,134 -2%
IRF
693
IBM Retirement Fund
New York
$8.95M -$1.01M -5,070 -10%
MCA
694
Mercer Capital Advisers
New Jersey
$8.92M +$276K +1,385 +3%
SKK
695
Shepherd Kaplan Krochuk
Massachusetts
$8.81M +$1.27M +6,347 +17%
CHAM
696
Clear Harbor Asset Management
Connecticut
$8.8M +$70.6K +354 +0.8%
KRSITF
697
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.79M -$1.41M -7,046 -14%
ECM
698
Exchange Capital Management
Michigan
$8.73M -$529K -2,650 -6%
PWM
699
Patriot Wealth Management
Texas
$8.73M +$197K +987 +2%
Daiwa Securities Group
700
Daiwa Securities Group
Japan
$8.73M +$739K +3,587 +9%
26 27
28
29 30