BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,417 hedge funds and large institutions have $196B invested in Berkshire Hathaway Class B in 2019 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 988 increasing their positions, 944 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,417
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
52.58%
Holding in Top 10
462
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+2.67%
% of All Funds
10.05%
New
95
Increased
988
Reduced
944
Closed
69
Calls
$2.92B
Puts
$2.37B
Net Calls
+$554M
Net Calls Change
-$142M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$2.07B
2
PSCM
Pershing Square Capital Management
New York
+$749M
3
Capital International Investors
Capital International Investors
California
+$512M
4
Invesco
Invesco
Georgia
+$459M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$414M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.35B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.07B
3
SAM
SP Asset Management
California
-$579M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$325M
5
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
EM
901
Excalibur Management
Massachusetts
$5.35M -$56.5K -265 -1%
JWM
902
Jupiter Wealth Management
Colorado
$5.35M -$44.2K -213 -0.8%
SIA
903
SeaBridge Investment Advisors
New Jersey
$5.35M +$234K +1,100 +5%
TU
904
TDAM USA
Ontario, Canada
$5.33M +$199K +932 +4%
BC
905
Brinker Capital
Pennsylvania
$5.31M -$427K -2,004 -7%
EWA
906
Exencial Wealth Advisors
Oklahoma
$5.29M – – –
KFGK
907
Keystone Financial Group (Kentucky)
Kentucky
$5.27M +$28.6K +134 +0.5%
TW
908
Transform Wealth
Colorado
$5.26M -$1.36M -6,402 -21%
SS
909
Sunbelt Securities
Texas
$5.26M +$298K +1,397 +6%
LA
910
LFL Advisers
Illinois
$5.25M -$28.8K -135 -0.5%
AFA
911
Arlington Financial Advisors
California
$5.25M +$50.1K +235 +1%
RG
912
Rikoon Group
New Mexico
$5.22M +$149K +698 +3%
CC
913
Cognios Capital
Kansas
$5.22M -$264K -1,237 -5%
PCM
914
Prelude Capital Management
New York
$5.21M -$2.96M -13,878 -36%
MRI
915
Mad River Investors
Massachusetts
$5.16M -$490K -2,300 -9%
DIA
916
Dean Investment Associates
Ohio
$5.15M -$75.7K -355 -1%
PV
917
Private Vista
Illinois
$5.15M -$341K -1,598 -6%
CRC
918
Curi RMB Capital
Illinois
$5.13M +$321K +1,504 +7%
P
919
Pitcairn
Pennsylvania
$5.12M +$1.12M +5,241 +28%
PGAM
920
Princeton Global Asset Management
New Jersey
$5.12M +$55.2K +259 +1%
FIM
921
Freedom Investment Management
Connecticut
$5.1M +$105K +493 +2%
CQS
922
Credential Qtrade Securities
$5.1M -$147K -689 -3%
MAM
923
Martingale Asset Management
Massachusetts
$5.07M -$5.38M -25,218 -51%
PAM
924
Paradigm Asset Management
New York
$5.06M +$2.09M +9,800 +70%
TC
925
Telemus Capital
Michigan
$5.05M -$394K -1,993 -7%
35 36
37
38 39