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 %
ATIA
776
American Trust Investment Advisors
New Hampshire
$7.02M -$7.98K -40 -0.1%
PAIM
777
Punch & Associates Investment Management
Minnesota
$7.02M +$197K +987 +3%
TPW
778
Tiller Private Wealth
Pennsylvania
$7M +$378K +1,894 +6%
MCM
779
Manchester Capital Management
Vermont
$7M -$646K -3,238 -8%
KTM
780
Keeler Thomas Management
Utah
$6.98M -$346K -1,737 -5%
DAM
781
Davis Asset Management
California
$6.98M – – –
AP
782
Advisor Partners
California
$6.96M +$449K +2,253 +7%
EAM
783
Evanson Asset Management
California
$6.92M +$217K +1,090 +3%
CRA
784
Circle Road Advisors
New York
$6.92M -$4.36M -21,861 -39%
FSA
785
Franklin Street Advisors
North Carolina
$6.91M +$602K +3,020 +10%
MCM
786
Marsico Capital Management
Colorado
$6.86M -$2.67M -13,384 -28%
TI
787
Trigran Investments
Illinois
$6.84M +$63.8K +320 +0.9%
OA
788
Outfitter Advisors
Virginia
$6.82M -$380K -1,905 -5%
CHP
789
Cable Hill Partners
Oregon
$6.8M +$6.29M +32,199 +1,249%
ACP
790
Aviance Capital Partners
Florida
$6.74M -$86K -431 -1%
CCA
791
Covey Capital Advisors
Georgia
$6.72M – – –
AWA
792
Arete Wealth Advisors
Illinois
$6.72M +$2.83M +14,197 +73%
PMG
793
ProVise Management Group
Florida
$6.66M -$314K -1,572 -4%
RW
794
Rand Wealth
Maryland
$6.65M -$116K -580 -2%
EML
795
Eos Management LP
New York
$6.63M – – –
RCC
796
Red Cedar Capital
Nebraska
$6.62M -$47.3K -237 -0.7%
SAM
797
Summit Asset Management
Tennessee
$6.61M +$47.7K +239 +0.7%
PWLP
798
Prio Wealth Limited Partnership
Massachusetts
$6.59M -$432K -2,167 -6%
SRCM
799
Swift Run Capital Management
Virginia
$6.57M +$4.93M +24,720 +301%
SFSG
800
Stearns Financial Services Group
North Carolina
$6.53M -$112K -559 -2%
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