BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,394 hedge funds and large institutions have $187B invested in Berkshire Hathaway Class B in 2018 Q4 according to their latest regulatory filings, with 285 funds opening new positions, 972 increasing their positions, 809 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,394
Holders Change
+180
Holders Change %
+8.13%
% of All Funds
53.43%
Holding in Top 10
539
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+20.04%
% of All Funds
12.03%
New
285
Increased
972
Reduced
809
Closed
82
Calls
$3.71B
Puts
$2.03B
Net Calls
+$1.68B
Net Calls Change
+$500M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$934M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$804M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$801M
4
BlackRock
BlackRock
New York
+$606M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$447M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.02B
2
Deutsche Bank
Deutsche Bank
Germany
-$522M
3
State Street
State Street
Massachusetts
-$508M
4
CWM
Cornerstone Wealth Management
Missouri
-$338M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
1101
Citadel Advisors
Florida
$3.45M -$103M -504,906 -97%
AIM
1102
Axiom Investment Management
New York
$3.43M +$3.43M +16,788 New
CCA
1103
Checchi Capital Advisers
California
$3.43M -$281K -1,375 -8%
TCM
1104
Traynor Capital Management
Pennsylvania
$3.42M +$216K +1,057 +7%
TIM
1105
Tortoise Investment Management
New York
$3.41M -$35.3K -173 -1%
EVM
1106
Evelyn V. Moreno
$3.41M -$10.2K -50 -0.3%
GWS
1107
Glassman Wealth Services
Virginia
$3.4M -$4.08K -20 -0.1%
PK
1108
Pflug Koory
Nebraska
$3.4M +$235K +1,150 +7%
RA
1109
Riverstone Advisors
Texas
$3.4M +$3.4M +16,635 New
TFS
1110
TrustCore Financial Services
Tennessee
$3.39M +$24.1K +118 +0.7%
DA
1111
Duality Advisers
Florida
$3.39M +$3.39M +16,580 New
BC
1112
Burney Company
Virginia
$3.38M -$52.7K -258 -2%
AWM
1113
Alterna Wealth Management
Texas
$3.38M +$3.38M +19,968 New
1SB
1114
1ST Source Bank
Indiana
$3.38M +$12.5K +61 +0.4%
HCP
1115
Holt Capital Partners
Texas
$3.37M -$21.6K -106 -0.6%
GKFF
1116
George Kaiser Family Foundation
Oklahoma
$3.36M – – –
Fuller & Thaler Asset Management
1117
Fuller & Thaler Asset Management
California
$3.36M -$902K -4,418 -21%
RHFI
1118
Reilly Herbert Faulkner III
$3.36M +$6.74K +33 +0.2%
FI
1119
Fosun International
China
$3.34M -$4.2M -21,000 -56%
PA
1120
Perennial Advisors
New York
$3.34M +$154K +756 +5%
NAM
1121
North American Management
Massachusetts
$3.34M -$20.4K -100 -0.6%
DI
1122
DAGCO Inc
Ohio
$3.34M +$3.34M +16,350 New
NSIM
1123
North Star Investment Management
Illinois
$3.33M -$67.4K -330 -2%
FGP
1124
Foyston, Gordon, & Payne
Ontario, Canada
$3.33M – – –
MC
1125
Martin & Co
Tennessee
$3.33M -$23.5K -115 -0.7%
43 44
45
46 47