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 %
ZIM
1126
Zacks Investment Management
Illinois
$2.95M +$176K +824 +6%
CCM
1127
Canal Capital Management
Virginia
$2.94M -$34.3K -160 -1%
DBG
1128
De Burlo Group
Massachusetts
$2.93M – – –
SIAP
1129
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.93M +$17.3K +81 +0.6%
FFA
1130
Fragasso Financial Advisors
Pennsylvania
$2.92M +$518K +2,403 +22%
HCA
1131
Horan Capital Advisors
Ohio
$2.91M -$52.7K -246 -2%
LA
1132
LVW Advisors
New York
$2.89M -$17.3K -81 -0.6%
CIC
1133
Crawford Investment Counsel
Georgia
$2.88M +$182K +849 +7%
GP
1134
Girard Partners
Pennsylvania
$2.88M -$21.4K -100 -0.7%
BCM
1135
Blume Capital Management
California
$2.86M -$10.7K -50 -0.4%
MWNA
1136
Marshall Wace North America
New York
$2.86M -$1.8M -8,421 -39%
MWM
1137
Marietta Wealth Management
Georgia
$2.85M +$62.1K +290 +2%
DLA
1138
Douglas Lane & Associates
New York
$2.85M +$569K +2,656 +25%
MHIC
1139
Marble Harbor Investment Counsel
Massachusetts
$2.85M – – –
HTHT
1140
Hemenway Trust Hemenway Trust
New Hampshire
$2.84M -$11.1K -52 -0.4%
RW
1141
REDW Wealth
New Mexico
$2.84M – – –
DHFB
1142
Dixon Hubard Feinour & Brown
Virginia
$2.82M +$201K +940 +8%
CT
1143
Cambridge Trust
Massachusetts
$2.81M -$32.3K -151 -1%
DAM
1144
Delta Asset Management
Tennessee
$2.81M – – –
SIMM
1145
Stillwater Investment Management (Minnesota)
Minnesota
$2.8M -$25.3K -118 -0.9%
KWM
1146
Kingsview Wealth Management
Oregon
$2.8M +$373K +1,741 +15%
MCTIC
1147
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.77M -$38.5K -180 -1%
LA
1148
LFL Advisers
Illinois
$2.77M – – –
NFG
1149
Noven Financial Group
Colorado
$2.73M +$598K +2,792 +28%
LOAME
1150
Lombard Odier Asset Management (Europe)
United Kingdom
$2.72M – – –
44 45
46
47 48