BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,416 hedge funds and large institutions have $184B invested in Berkshire Hathaway Class B in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 1,023 increasing their positions, 918 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,416
Holders Change
+22
Holders Change %
+0.92%
% of All Funds
52.37%
Holding in Top 10
450
Holding in Top 10 Change
-89
Holding in Top 10 Change %
-16.51%
% of All Funds
9.76%
New
136
Increased
1,023
Reduced
918
Closed
81
Calls
$2.68B
Puts
$1.98B
Net Calls
+$695M
Net Calls Change
-$982M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$460M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$425M
3
Legal & General Group
Legal & General Group
United Kingdom
+$304M
4
Renaissance Technologies
Renaissance Technologies
New York
+$269M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$187M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1B
2
Capital International Investors
Capital International Investors
California
-$404M
3
Canada Life
Canada Life
Manitoba, Canada
-$359M
4
Asset Management One
Asset Management One
Japan
-$295M
5
CS
Credit Suisse
Switzerland
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
851
1832 Asset Management
Ontario, Canada
$6.01M -$1.66M -8,294 -22%
VHAM
852
Van Hulzen Asset Management
California
$6M +$28.1K +140 +0.5%
PJSIMP
853
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.99M +$163K +811 +3%
WCM
854
WealthBridge Capital Management
Ohio
$5.99M +$329K +1,576 +6%
FHA
855
First Horizon Advisors
Tennessee
$5.97M -$47.4K -236 -0.8%
FAB
856
First American Bank
Illinois
$5.97M -$147K -733 -2%
CAM
857
Centre Asset Management
New York
$5.97M +$205K +1,020 +4%
CCP
858
Corient Capital Partners
California
$5.94M +$645K +3,212 +12%
AF
859
Arrow Financial
New York
$5.9M -$122K -605 -2%
SWM
860
Stockman Wealth Management
Montana
$5.89M +$186K +926 +3%
PCM
861
Pointe Capital Management
Michigan
$5.88M -$41.6K -207 -0.7%
SFSG
862
Stearns Financial Services Group
North Carolina
$5.82M -$375K -1,869 -6%
ISB
863
Iowa State Bank
Iowa
$5.79M – – –
SHCM
864
Stokes & Hubbell Capital Management
Louisiana
$5.75M +$5.63K +28 +0.1%
CFA
865
Cahill Financial Advisors
Minnesota
$5.75M +$6.03K +30 +0.1%
OIA
866
OneDigital Investment Advisors
Kansas
$5.74M +$348K +1,681 +6%
BA
867
Boston Advisors
Massachusetts
$5.74M -$96.6K -481 -2%
CA
868
Cullinan Associates
Kentucky
$5.72M +$231K +1,150 +4%
EWA
869
Evolution Wealth Advisors
Florida
$5.7M +$838K +4,170 +17%
YL
870
YCG LLC
Texas
$5.68M – – –
CLOS
871
Compagnie Lombard Odier SCmA
Switzerland
$5.68M +$116K +577 +2%
FA
872
FDx Advisors
Illinois
$5.68M +$2.67M +13,270 +89%
KS
873
Karpas Strategies
Connecticut
$5.67M +$394K +1,961 +7%
SFM
874
Systematic Financial Management
New Jersey
$5.67M -$1.01M -5,031 -15%
LMIM
875
Lockheed Martin Investment Management
Maryland
$5.66M +$5.66M +28,150 New
33 34
35
36 37