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 %
CA
901
Clearstead Advisors
Ohio
$4.67M -$68.5K -367 -1%
JAM
902
Jolley Asset Management
North Carolina
$4.65M +$167K +895 +4%
AFA
903
Arlington Financial Advisors
California
$4.64M +$813K +4,110 +21%
Lord, Abbett & Co
904
Lord, Abbett & Co
New Jersey
$4.63M -$45M -241,283 -91%
PFA
905
Paradigm Financial Advisors
Missouri
$4.63M -$88.6K -475 -2%
BJL
906
Brighton Jones LLC
Washington
$4.62M -$1.33M -7,102 -22%
CHA
907
Carmichael Hill & Associates
Maryland
$4.62M -$12.7K -68 -0.3%
AAM
908
Auxier Asset Management
Oregon
$4.58M +$322K +1,725 +8%
PCAP
909
Pratt Collard Advisory Partners
New York
$4.57M +$26.9K +144 +0.6%
AIIMS
910
Analyst IMS Investment Management Services
Israel
$4.55M -$1.46M -7,830 -24%
OCA
911
Otter Creek Advisors
Florida
$4.55M -$4.14M -22,193 -48%
TCM
912
Telos Capital Management
California
$4.53M +$218K +1,170 +5%
HIMC
913
Heritage Investors Management Corp
Maryland
$4.52M +$194K +1,040 +4%
GPC
914
Glacier Peak Capital
Washington
$4.52M +$4.52M +24,202 New
AF
915
Aldebaran Financial
$4.51M +$111K +595 +3%
TC
916
Telemus Capital
Michigan
$4.5M +$27.6K +148 +0.6%
CCM
917
Consolidated Capital Management
California
$4.49M -$48.7K -261 -1%
CRC
918
Curi RMB Capital
Illinois
$4.49M +$146K +781 +3%
ATC
919
Argent Trust Co
Tennessee
$4.47M +$1.28M +6,848 +40%
RAM
920
RK Asset Management
Michigan
$4.47M +$2.02M +10,840 +83%
EWA
921
Exencial Wealth Advisors
Oklahoma
$4.47M +$242K +1,298 +6%
FCFS
922
First Command Financial Services
Texas
$4.46M +$2.12M +11,364 +91%
FCB
923
First Command Bank
Texas
$4.46M +$2.12M +11,364 +91%
RG
924
Rikoon Group
New Mexico
$4.43M -$5.23K -28 -0.1%
MBTD
925
Mechanics Bank - Trust Department
California
$4.42M +$154K +825 +4%
35 36
37
38 39