BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,162 hedge funds and large institutions have $181B invested in Berkshire Hathaway Class B in 2018 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 891 increasing their positions, 849 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
+5
Holders Change %
+0.23%
% of All Funds
49.62%
Holding in Top 10
449
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.05%
% of All Funds
10.31%
New
106
Increased
891
Reduced
849
Closed
73
Calls
$2.2B
Puts
$1.69B
Net Calls
+$505M
Net Calls Change
+$166M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$701M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$491M
3
EVM
Eaton Vance Management
Massachusetts
+$425M
4
BlackRock
BlackRock
New York
+$372M
5
Goldman Sachs
Goldman Sachs
New York
+$302M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$997M
2
State Street
State Street
Massachusetts
-$759M
3
CC
Claybrook Capital
Massachusetts
-$563M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$410M
5
DZ Bank
DZ Bank
Germany
-$362M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
926
Level Four Advisory Services
Texas
$4.53M +$220K +1,103 +5%
EWA
927
Exencial Wealth Advisors
Oklahoma
$4.52M +$145K +728 +3%
BAC
928
Boys Arnold & Co
North Carolina
$4.52M -$12.4K -62 -0.3%
AIM
929
Anchor Investment Management
South Carolina
$4.51M +$81.8K +410 +2%
KJHP
930
K.J. Harrison & Partners
Ontario, Canada
$4.5M +$32.5K +163 +0.7%
LCS
931
Levin Capital Strategies
New York
$4.48M -$1.41M -7,051 -24%
CA
932
Cullinan Associates
Kentucky
$4.47M +$694K +3,480 +18%
SCM
933
Shelton Capital Management
Colorado
$4.46M +$209K +1,047 +5%
TG
934
TCW Group
California
$4.45M -$60.8K -305 -1%
IA
935
IndexIQ Advisors
New York
$4.42M +$4.42M +22,132 New
NCM
936
Northside Capital Management
Oregon
$4.41M +$64.6K +324 +1%
GIA
937
Guyasuta Investment Advisors
Pennsylvania
$4.4M -$12.8K -64 -0.3%
BHWM
938
Bar Harbor Wealth Management
New Hampshire
$4.39M -$109K -547 -2%
BPM
939
Bowling Portfolio Management
Ohio
$4.39M -$5.19K -26 -0.1%
MIP
940
Marietta Investment Partners
Wisconsin
$4.39M -$8.98K -45 -0.2%
FB
941
Fulton Bank
Pennsylvania
$4.38M +$122K +613 +3%
BIC
942
Beach Investment Counsel
Pennsylvania
$4.36M -$9.97K -50 -0.2%
MPI
943
Mairs & Power Inc
Minnesota
$4.36M +$1.12M +5,598 +34%
ICOM
944
Investment Counselors of Maryland
Maryland
$4.33M -$47.5K -238 -1%
PC
945
Palo Capital
California
$4.29M +$204K +1,025 +5%
CAM
946
Cypress Asset Management
Texas
$4.29M -$1.39M -6,989 -25%
WA
947
Wealth Architects
California
$4.27M -$40.7K -204 -0.9%
LIM
948
Leavell Investment Management
Alabama
$4.26M -$99.7K -500 -2%
KJWM
949
Kiley Juergens Wealth Management
Washington
$4.25M -$20.7K -104 -0.5%
KIA
950
KCM Investment Advisors
California
$4.23M +$193K +969 +5%
36 37
38
39 40