BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,416 hedge funds and large institutions have $184B invested in Berkshire Hathaway Class B in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 1,023 increasing their positions, 918 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,416
Holders Change
+22
Holders Change %
+0.92%
% of All Funds
52.37%
Holding in Top 10
450
Holding in Top 10 Change
-89
Holding in Top 10 Change %
-16.51%
% of All Funds
9.76%
New
136
Increased
1,023
Reduced
918
Closed
81
Calls
$2.68B
Puts
$1.98B
Net Calls
+$695M
Net Calls Change
-$982M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$460M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$425M
3
Legal & General Group
Legal & General Group
United Kingdom
+$304M
4
Renaissance Technologies
Renaissance Technologies
New York
+$269M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$187M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1B
2
Capital International Investors
Capital International Investors
California
-$404M
3
Canada Life
Canada Life
Manitoba, Canada
-$359M
4
Asset Management One
Asset Management One
Japan
-$295M
5
CS
Credit Suisse
Switzerland
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
TEE
1001
Tibra Equities Europe
United Kingdom
$4.06M +$4.06M +20,200 New
BA
1002
Bristlecone Advisors
Washington
$4.06M -$42.4K -211 -1%
PWM
1003
Perigon Wealth Management
California
$4.05M -$755K -3,582 -16%
GC
1004
Grimes & Company
Massachusetts
$4.05M -$5.83K -29 -0.1%
LIM
1005
Leavell Investment Management
Alabama
$4.03M +$51.2K +255 +1%
LA
1006
LVW Advisors
New York
$4.03M +$920K +4,577 +30%
AAM
1007
AR Asset Management
California
$4.02M – – –
BP
1008
Ballentine Partners
Massachusetts
$4.02M +$57.1K +284 +1%
Lido Advisors
1009
Lido Advisors
California
$4.01M -$411K -2,046 -9%
ICOM
1010
Investment Counselors of Maryland
Maryland
$4.01M -$262K -1,302 -6%
ZF
1011
Zhang Financial
Michigan
$3.99M -$84.8K -422 -2%
XSC
1012
X-Square Capital
Puerto Rico
$3.96M -$141K -703 -3%
NCM
1013
Northside Capital Management
Oregon
$3.96M – – –
GIC
1014
Gantzert Investment Company
Illinois
$3.96M -$10K -50 -0.3%
SVWA
1015
Sound View Wealth Advisors
Georgia
$3.96M -$182K -905 -4%
JIC
1016
Joel Isaacson & Co
New York
$3.96M +$119K +590 +3%
BPM
1017
Bowling Portfolio Management
Ohio
$3.95M -$71.1K -354 -2%
GCM
1018
Grisanti Capital Management
New York
$3.94M +$700K +3,483 +22%
NFG
1019
Noven Financial Group
Colorado
$3.94M +$802K +3,993 +26%
PMFA
1020
Plante Moran Financial Advisors
Michigan
$3.91M +$254K +1,263 +7%
SBIA
1021
Sheaff Brock Investment Advisors
Indiana
$3.91M +$804 +4 +0%
PIMG
1022
Patriot Investment Management Group
Tennessee
$3.89M +$3.89M +19,375 New
WGCA
1023
Wolf Group Capital Advisors
Virginia
$3.89M +$89.8K +447 +2%
TIM
1024
Tortoise Investment Management
New York
$3.89M +$530K +2,637 +16%
MHIM
1025
MacNealy Hoover Investment Management
Ohio
$3.88M +$69.3K +345 +2%
39 40
41
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