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 %
FAIM
951
Financial Advocates Investment Management
Washington
$4.54M +$226K +1,057 +5%
CAM
952
Close Asset Management
United Kingdom
$4.53M +$875K +4,338 +24%
LFAS
953
Level Four Advisory Services
Texas
$4.52M -$298K -1,393 -6%
PWM
954
Perigon Wealth Management
California
$4.51M -$17.1K -80 -0.4%
CL
955
Choreo LLC
Illinois
$4.51M +$227K +1,062 +5%
MYIA
956
Mount Yale Investment Advisors
Colorado
$4.5M -$174K -785 -4%
MIFH
957
Migdal Insurance & Financial Holdings
Israel
$4.5M +$2.07M +9,678 +85%
SS
958
Sunbelt Securities
Texas
$4.47M – – –
Fuller & Thaler Asset Management
959
Fuller & Thaler Asset Management
California
$4.46M -$899K -4,200 -17%
DIA
960
Dana Investment Advisors
Wisconsin
$4.46M -$252K -1,179 -5%
CCP
961
Corient Capital Partners
California
$4.45M – – –
BIMC
962
Benson Investment Management Company
Virginia
$4.45M -$57.2K -267 -1%
IB
963
Intrust Bank
Kansas
$4.44M -$126K -588 -3%
BA
964
Bristlecone Advisors
Washington
$4.43M +$2.32M +10,813 +109%
ZF
965
Zhang Financial
Michigan
$4.39M +$221K +1,028 +5%
LWAC
966
Laurel Wealth Advisors (California)
California
$4.38M +$275K +1,286 +7%
WA
967
Wealth Architects
California
$4.37M +$79.2K +370 +2%
BOH
968
Bank of Hawaii
Hawaii
$4.36M -$66.4K -310 -1%
BP
969
Ballentine Partners
Massachusetts
$4.36M +$174K +813 +4%
FHC
970
First Heartland Consultants
Missouri
$4.34M -$91.9K -429 -2%
Lido Advisors
971
Lido Advisors
California
$4.34M +$2.46M +11,489 +131%
BOIA
972
Bush ODonnell Investment Advisors
Missouri
$4.33M – – –
GT
973
Glenview Trust
Kentucky
$4.32M +$4.32M +20,195 New
MYLI
974
Meiji Yasuda Life Insurance
Japan
$4.32M +$158K +740 +4%
BRM
975
Boston Research & Management
Massachusetts
$4.31M +$21.4K +100 +0.5%
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