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 %
SFM
926
Systematic Financial Management
New Jersey
$5.05M -$963K -4,517 -16%
ECM
927
Element Capital Management
New York
$5.03M +$3.87M +18,146 +333%
RAM
928
RK Asset Management
Michigan
$5.03M -$21.3K -100 -0.4%
CCFCSB
929
Cape Cod Five Cents Savings Bank
Massachusetts
$5.02M -$270K -1,265 -5%
BOH
930
Bank of Hawaii
Hawaii
$5.01M +$85.9K +403 +2%
OIA
931
OneDigital Investment Advisors
Kansas
$5.01M -$912K -4,280 -15%
FMWA
932
Forvis Mazars Wealth Advisors
Missouri
$5.01M +$5.01M +23,491 New
MBTD
933
Mechanics Bank - Trust Department
California
$5M -$49.9K -234 -1%
KJHP
934
K.J. Harrison & Partners
Ontario, Canada
$4.99M – – –
IEFM
935
IQ EQ Fund Management
Ireland
$4.95M +$4.95M +23,205 New
PCAP
936
Pratt Collard Advisory Partners
New York
$4.9M -$56.5K -265 -1%
HWA
937
Heritage Wealth Advisors
Virginia
$4.9M +$308K +1,444 +7%
BP
938
Ballentine Partners
Massachusetts
$4.9M +$635K +2,979 +15%
JAM
939
Jolley Asset Management
North Carolina
$4.89M -$17.1K -80 -0.3%
CA
940
Cambridge Advisors
Nebraska
$4.87M -$237K -1,111 -5%
VC
941
Vestor Capital
Illinois
$4.85M -$3.07M -14,407 -39%
SNBOSCI
942
Security National Bank of Sioux City Iowa
Iowa
$4.84M -$85.3K -400 -2%
AIIMS
943
Analyst IMS Investment Management Services
Israel
$4.81M +$251K +1,177 +6%
AIM
944
Anchor Investment Management
South Carolina
$4.81M +$85.3K +400 +2%
PFA
945
Paradigm Financial Advisors
Missouri
$4.8M -$94K -441 -2%
EFS
946
Essex Financial Services
Connecticut
$4.8M +$853 +4 +0%
NEI
947
Northwest & Ethical Investments
Ontario, Canada
$4.8M -$206K -967 -4%
TIA
948
Traphagen Investment Advisors
New Jersey
$4.78M – – –
MPI
949
Mairs & Power Inc
Minnesota
$4.77M +$49.7K +233 +1%
Marshall Wace
950
Marshall Wace
United Kingdom
$4.77M +$4.77M +22,379 New
36 37
38
39 40