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 %
CWM
776
Calamos Wealth Management
Illinois
$6.75M -$185K -992 -3%
EA
777
Edge Advisors
Georgia
$6.73M -$41.2K -221 -0.6%
TPW
778
Tiller Private Wealth
Pennsylvania
$6.71M +$163K +873 +2%
WSFS
779
Wilmington Savings Fund Society
Delaware
$6.71M +$4.48K +24 +0.1%
TI
780
Trigran Investments
Illinois
$6.67M +$269K +1,440 +4%
EAM
781
Evanson Asset Management
California
$6.62M +$141K +756 +2%
CCP
782
Centaur Capital Partners
Texas
$6.61M +$915K +4,900 +16%
PAIM
783
Punch & Associates Investment Management
Minnesota
$6.6M +$31.5K +169 +0.5%
DAM
784
Davis Asset Management
California
$6.53M – – –
CHP
785
Cable Hill Partners
Oregon
$6.52M +$31.2K +167 +0.5%
M
786
MOTCO
Texas
$6.52M -$86.2K -462 -1%
ATIA
787
American Trust Investment Advisors
New Hampshire
$6.5M -$76.3K -409 -1%
MCM
788
Manchester Capital Management
Vermont
$6.49M -$51.1K -274 -0.8%
1832 Asset Management
789
1832 Asset Management
Ontario, Canada
$6.48M +$2M +10,670 +45%
CA
790
CapWealth Advisors
Tennessee
$6.44M +$4.47M +23,969 +227%
MCM
791
Marsico Capital Management
Colorado
$6.42M – – –
RW
792
Rand Wealth
Maryland
$6.42M +$191K +1,022 +3%
LNC
793
Lincoln National Corp
Pennsylvania
$6.41M +$719K +3,850 +13%
GFPC
794
Global Financial Private Capital
Florida
$6.41M +$1.31M +7,037 +26%
TSS
795
Two Sigma Securities
New York
$6.35M -$3.28M -17,585 -34%
OA
796
Outfitter Advisors
Virginia
$6.33M -$56.9K -305 -0.9%
SLI
797
Sumitomo Life Insurance
Japan
$6.29M +$247K +1,323 +4%
SAM
798
Summit Asset Management
Tennessee
$6.27M +$83.1K +445 +1%
CAM
799
Cubic Asset Management
Massachusetts
$6.27M +$480K +2,569 +8%
OCAM
800
Onex Canada Asset Management
Ontario, Canada
$6.24M +$154K +826 +3%
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