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 %
NRS
701
Neville Rodie & Shaw
New York
$9.56M +$71.5K +350 +0.8%
SFM
702
Signature Financial Management
Virginia
$9.52M -$215K -1,051 -2%
MI
703
Markston International
New York
$9.52M +$220K +1,076 +2%
NIPH
704
NN Investment Partners Holdings
Netherlands
$9.51M -$5.86M -28,712 -38%
KLI
705
Kelman-Lazarov Inc
Tennessee
$9.5M -$318K -1,558 -3%
BCM
706
Banyan Capital Management
Georgia
$9.49M +$9.49M +46,492 New
WS
707
Wedbush Securities
California
$9.46M +$824K +4,037 +10%
BAS
708
Brown Advisory Securities
Maryland
$9.46M +$1.05M +5,163 +12%
SWP
709
Stratos Wealth Partners
Ohio
$9.43M +$9.43M +46,190 New
CHAM
710
Clear Harbor Asset Management
Connecticut
$9.36M +$397K +1,945 +4%
HCM
711
Howland Capital Management
Massachusetts
$9.33M -$105K -516 -1%
AF
712
Alerus Financial
North Dakota
$9.3M -$776K -3,802 -8%
PHS
713
Pekin Hardy Strauss
Illinois
$9.16M -$126K -616 -1%
MCA
714
Mercer Capital Advisers
New Jersey
$9.11M +$58.2K +285 +0.6%
BRWA
715
B. Riley Wealth Advisors
Florida
$9.1M -$634K -3,106 -7%
NC
716
Northpointe Capital
Michigan
$9.06M -$192K -942 -2%
PWM
717
Patriot Wealth Management
Texas
$9.06M -$253K -1,240 -3%
CWM
718
Catamount Wealth Management
Connecticut
$9.03M -$623K -3,030 -6%
NAMP
719
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.01M -$217K -1,065 -2%
ANBT
720
American National Bank & Trust
Texas
$8.99M -$172K -844 -2%
ACM
721
Academy Capital Management
Texas
$8.97M -$55.9K -274 -0.6%
LNC
722
Lincoln National Corp
Pennsylvania
$8.88M +$1M +4,913 +13%
CFB
723
Cullen/Frost Bankers
Texas
$8.84M -$68.2K -334 -0.8%
WRM
724
Weybosset Research & Management
Rhode Island
$8.82M -$12.5K -61 -0.1%
UR
725
USCA RIA
Texas
$8.81M +$1.43K +7 +0%
27 28
29
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