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 %
MWNA
951
Marshall Wace North America
New York
$4.06M +$481K +2,575 +13%
ST
952
Smithfield Trust
Pennsylvania
$4.05M +$182K +975 +5%
CCT
953
Country Club Trust
Missouri
$4.04M +$407K +2,182 +11%
PC
954
Palo Capital
California
$4.02M +$5.23K +28 +0.1%
ICOM
955
Investment Counselors of Maryland
Maryland
$4M -$51.3K -275 -1%
FB
956
Fulton Bank
Pennsylvania
$4M -$99.7K -534 -2%
IB
957
Intrust Bank
Kansas
$3.98M +$25.2K +135 +0.6%
CS
958
Credential Securities
$3.96M +$582K +3,117 +17%
LCS
959
Levin Capital Strategies
New York
$3.96M -$233K -1,250 -6%
PWM
960
Perigon Wealth Management
California
$3.95M +$274K +1,468 +7%
MYIA
961
Mount Yale Investment Advisors
Colorado
$3.94M +$252K +1,352 +7%
KIA
962
KCM Investment Advisors
California
$3.93M -$25.2K -135 -0.6%
BIMC
963
Benson Investment Management Company
Virginia
$3.93M +$12.1K +65 +0.3%
MFWM
964
Motley Fool Wealth Management
Virginia
$3.92M -$24.8K -133 -0.6%
SS
965
Sunbelt Securities
Texas
$3.9M +$52.8K +283 +1%
CCP
966
Corient Capital Partners
California
$3.88M +$228K +1,220 +6%
CAM
967
Cypress Asset Management
Texas
$3.88M -$135K -725 -3%
FHC
968
First Heartland Consultants
Missouri
$3.87M -$57.3K -307 -1%
BPM
969
Bowling Portfolio Management
Ohio
$3.86M -$243K -1,300 -6%
BOH
970
Bank of Hawaii
Hawaii
$3.86M +$4.29K +23 +0.1%
DAS
971
Dynamic Advisor Solutions
Arizona
$3.85M +$412K +2,209 +12%
BC
972
Blackhill Capital
New Jersey
$3.82M -$444K -2,380 -10%
MIAN
973
Mariner Independent Advisor Network
Kansas
$3.82M -$18.3M -98,064 -83%
FIM
974
Freedom Investment Management
Connecticut
$3.79M +$77.3K +414 +2%
FAIM
975
Financial Advocates Investment Management
Washington
$3.78M +$23.1K +123 +0.6%
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