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 %
CIA
1026
Capital Investment Advisors
Georgia
$3.82M -$20.1K -94 -0.5%
PCM
1027
Prelude Capital Management
New York
$3.8M +$863K +4,032 +29%
GTAM
1028
Global Trust Asset Management
Florida
$3.8M +$796K +3,717 +27%
FPS
1029
Fieldpoint Private Securities
Connecticut
$3.79M -$16.1K -75 -0.4%
CT
1030
Chicago Trust
Illinois
$3.79M +$6.42K +30 +0.2%
GW
1031
GW & Wade
Massachusetts
$3.77M +$53.5K +250 +1%
APA
1032
American Portfolios Advisors
New York
$3.76M +$884K +4,129 +31%
HWA
1033
Heritage Wealth Advisors
Virginia
$3.76M +$156K +730 +4%
Verition Fund Management
1034
Verition Fund Management
Connecticut
$3.73M +$2.92M +13,633 +359%
AP
1035
Arlington Partners
Alabama
$3.72M +$21.4K +100 +0.6%
LNB
1036
Ledyard National Bank
$3.71M -$13.3K -62 -0.4%
VSI
1037
Verde Servicos Internacionais
Brazil
$3.67M +$3.67M +19,659 New
ACM
1038
Azimuth Capital Management
Michigan
$3.65M +$73.9K +345 +2%
RCAG
1039
Rehmann Capital Advisory Group
Michigan
$3.65M -$55.9K -261 -2%
GCM
1040
Glynn Capital Management
California
$3.62M – – –
TIM
1041
Tortoise Investment Management
New York
$3.62M -$17.1K -80 -0.5%
IFAM
1042
Institutional & Family Asset Management
Colorado
$3.61M -$2.06M -9,612 -36%
BC
1043
Burney Company
Virginia
$3.6M -$437K -2,041 -11%
NFG
1044
Nations Financial Group
Iowa
$3.6M -$200K -932 -5%
CCM
1045
Compton Capital Management
Rhode Island
$3.59M -$23.5K -110 -0.7%
BS
1046
Banco Santander
Spain
$3.59M -$2.79M -13,048 -44%
EVM
1047
Evelyn V. Moreno
$3.58M -$85.9K -401 -2%
WA
1048
WBH Advisory
Maryland
$3.58M +$130K +607 +4%
GWS
1049
Glassman Wealth Services
Virginia
$3.57M -$428 -2 -0%
NSIM
1050
North Star Investment Management
Illinois
$3.57M – – –
40 41
42
43 44