BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,214 hedge funds and large institutions have $193B invested in Berkshire Hathaway Class B in 2018 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 894 increasing their positions, 839 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,214
Holders Change
+45
Holders Change %
+2.07%
% of All Funds
50.7%
Holding in Top 10
449
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+9.51%
% of All Funds
10.28%
New
126
Increased
894
Reduced
839
Closed
64
Calls
$3.05B
Puts
$1.87B
Net Calls
+$1.18B
Net Calls Change
+$906M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.82B
2
Capital International Investors
Capital International Investors
California
+$820M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$650M
4
State Street
State Street
Massachusetts
+$535M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$513M

Top Sellers

1
HAG
HighPoint Advisor Group
Illinois
-$7.54B
2
PAG
Private Advisor Group
New Jersey
-$691M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$638M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$610M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$480M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCT
826
Chemung Canal Trust
New York
$6.52M -$3.26M -15,246 -33%
AF
827
Arrow Financial
New York
$6.49M +$66.2K +309 +1%
AWA
828
ARS Wealth Advisors
Florida
$6.48M +$437K +2,043 +7%
SFM
829
Systematic Financial Management
New Jersey
$6.47M +$6.47M +30,223 New
TFCP
830
Twin Focus Capital Partners
Massachusetts
$6.46M – – –
FHA
831
First Horizon Advisors
Tennessee
$6.44M -$2.36K -11 -0%
CRA
832
Circle Road Advisors
New York
$6.41M -$446K -2,081 -7%
FAB
833
First American Bank
Illinois
$6.38M +$6.38M +29,786 New
MCM
834
Marsico Capital Management
Colorado
$6.37M -$993K -4,637 -13%
NFG
835
Next Financial Group
Texas
$6.36M -$112K -521 -2%
CM
836
Churchill Management
California
$6.34M +$474K +2,214 +8%
FNT
837
First National Trust
Pennsylvania
$6.33M +$54.8K +256 +0.9%
BOTW
838
Bank of the West
California
$6.33M -$220K -1,029 -3%
PCM
839
Pointe Capital Management
Michigan
$6.32M +$428K +2,001 +7%
MCP
840
Mirador Capital Partners
California
$6.27M +$370K +1,726 +6%
RHBC
841
R.H. Bluestein & Co
Michigan
$6.27M +$5.79M +27,050 +1,217%
1832 Asset Management
842
1832 Asset Management
Ontario, Canada
$6.24M -$1.14M -5,339 -15%
MWM
843
Mission Wealth Management
California
$6.21M +$84.6K +395 +1%
CC
844
Cannell Capital
Wyoming
$6.18M +$410K +1,914 +7%
PJSIMP
845
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.17M +$4.5K +21 +0.1%
BS
846
Boenning & Scattergood
Pennsylvania
$6.15M +$349K +1,631 +6%
ISB
847
Iowa State Bank
Iowa
$6.12M +$10.7K +50 +0.2%
BA
848
Boston Advisors
Massachusetts
$6.11M -$259K -1,210 -4%
CCP
849
Centaur Capital Partners
Texas
$6.1M -$1.48M -6,900 -19%
SWM
850
Stockman Wealth Management
Montana
$6.09M -$81.8K -382 -1%
32 33
34
35 36