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 %
HTHT
1201
Hemenway Trust Hemenway Trust
New Hampshire
$2.78M +$71.5K +350 +3%
FCB
1202
First Command Bank
Texas
$2.78M -$1.27M -6,231 -31%
FCFS
1203
First Command Financial Services
Texas
$2.78M -$1.27M -6,231 -31%
BA
1204
Birinyi Associates
Connecticut
$2.77M +$193K +944 +7%
FM
1205
Family Management
New York
$2.76M -$174K -854 -6%
SIAP
1206
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.75M -$35.7K -175 -1%
NWS
1207
Newport Wealth Strategies
California
$2.74M +$314K +1,600 +13%
BCWM
1208
Blue Chip Wealth Management
Florida
$2.74M +$258K +1,265 +10%
Hudson Bay Capital Management
1209
Hudson Bay Capital Management
Connecticut
$2.74M +$2.74M +13,400 New
BCM
1210
Blume Capital Management
California
$2.73M – – –
TC
1211
TownSquare Capital
Utah
$2.73M +$2.73M +13,126 New
GP
1212
Girard Partners
Pennsylvania
$2.73M -$20K -98 -0.7%
NHC
1213
Nicholas Hoffman & Company
Georgia
$2.73M +$178K +873 +7%
MIC
1214
Means Investment Company
Maine
$2.72M +$2.72M +13,338 New
MHIC
1215
Marble Harbor Investment Counsel
Massachusetts
$2.71M – – –
RW
1216
REDW Wealth
New Mexico
$2.71M – – –
MFG
1217
Magnus Financial Group
New York
$2.7M +$2.7M +13,242 New
NL
1218
NKCFO LLC
Illinois
$2.69M +$2.69M +13,150 New
LOAME
1219
Lombard Odier Asset Management (Europe)
United Kingdom
$2.68M +$83.9K +411 +3%
DAM
1220
Delta Asset Management
Tennessee
$2.68M – – –
SIMM
1221
Stillwater Investment Management (Minnesota)
Minnesota
$2.67M – – –
DHFB
1222
Dixon Hubard Feinour & Brown
Virginia
$2.66M -$30.6K -150 -1%
Point72 Asset Management
1223
Point72 Asset Management
Connecticut
$2.65M +$2.65M +13,000 New
WEC
1224
Winslow Evans & Crocker
Massachusetts
$2.64M +$422K +2,068 +19%
MF
1225
Manchester Financial
California
$2.64M +$2.64M +12,917 New
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