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 %
CRC
901
Curi RMB Capital
Illinois
$5.28M +$132K +617 +3%
B
902
Brightworth
Georgia
$5.27M -$110K -513 -2%
AAM
903
Auxier Asset Management
Oregon
$5.26M – – –
PCAP
904
Pratt Collard Advisory Partners
New York
$5.23M -$17.1K -80 -0.3%
EWA
905
Exencial Wealth Advisors
Oklahoma
$5.22M +$94.8K +443 +2%
KJWM
906
Kiley Juergens Wealth Management
Washington
$5.22M +$461K +2,155 +10%
APP
907
Avantax Planning Partners
Iowa
$5.21M +$152K +710 +3%
ASN
908
Advisory Services Network
Georgia
$5.19M +$19.3K +90 +0.4%
TCM
909
Telos Capital Management
California
$5.19M -$11.8K -55 -0.2%
AF
910
Aldebaran Financial
$5.16M -$10.7K -50 -0.2%
GFPC
911
Global Financial Private Capital
Florida
$5.14M -$2.21M -10,312 -30%
RAM
912
RK Asset Management
Michigan
$5.12M -$12.2K -57 -0.2%
PFP
913
Pinnacle Financial Partners
Tennessee
$5.12M +$228K +1,063 +5%
RG
914
Rikoon Group
New Mexico
$5.1M +$10.3K +48 +0.2%
AFA
915
Arlington Financial Advisors
California
$5.09M -$59.1K -269 -1%
DM
916
Delphi Management
Massachusetts
$5.06M -$144K -674 -3%
MBTD
917
Mechanics Bank - Trust Department
California
$5.05M -$20.3K -95 -0.4%
ATC
918
Argent Trust Co
Tennessee
$5.03M -$80.4K -377 -2%
PFA
919
Paradigm Financial Advisors
Missouri
$5.01M -$294K -1,371 -6%
SNBOSD
920
Security National Bank of So Dak
Iowa
$5M -$41.8K -195 -0.8%
HSA
921
HBK Sorce Advisory
Pennsylvania
$5M +$261K +1,218 +6%
KJHP
922
K.J. Harrison & Partners
Ontario, Canada
$4.99M +$159K +743 +3%
HIMC
923
Heritage Investors Management Corp
Maryland
$4.95M -$237K -1,107 -5%
DI
924
Dalton Investments
Nevada
$4.94M -$1.07M -5,000 -18%
GIA
925
Guyasuta Investment Advisors
Pennsylvania
$4.93M -$122K -571 -2%
35 36
37
38 39