BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,162 hedge funds and large institutions have $181B invested in Berkshire Hathaway Class B in 2018 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 891 increasing their positions, 849 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
+5
Holders Change %
+0.23%
% of All Funds
49.62%
Holding in Top 10
449
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.05%
% of All Funds
10.31%
New
106
Increased
891
Reduced
849
Closed
73
Calls
$2.2B
Puts
$1.69B
Net Calls
+$505M
Net Calls Change
+$166M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$701M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$491M
3
EVM
Eaton Vance Management
Massachusetts
+$425M
4
BlackRock
BlackRock
New York
+$372M
5
Goldman Sachs
Goldman Sachs
New York
+$302M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$997M
2
State Street
State Street
Massachusetts
-$759M
3
CC
Claybrook Capital
Massachusetts
-$563M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$410M
5
DZ Bank
DZ Bank
Germany
-$362M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
1226
Tompkins Financial
New York
$2.08M +$7.98K +40 +0.4%
DLA
1227
Douglas Lane & Associates
New York
$2.08M +$57.8K +290 +3%
RPG
1228
Risk Paradigm Group
Texas
$2.07M +$29.3K +147 +1%
Hudson Bay Capital Management
1229
Hudson Bay Capital Management
Connecticut
$2.07M +$2.07M +10,350 New
RWA
1230
RGT Wealth Advisors
Texas
$2.06M -$331K -1,660 -14%
VC
1231
Vicus Capital
Pennsylvania
$2.06M +$52.5K +263 +3%
BIM
1232
Baldwin Investment Management
Pennsylvania
$2.05M +$67.8K +340 +3%
EFSCE
1233
Enterprise Financial Services Corp (EFSC)
Missouri
$2.03M -$199 -1 -0%
MMPW
1234
Mitchell McLeod Pugh & Williams
Alabama
$2.03M +$16K +80 +0.8%
NFG
1235
Noven Financial Group
Colorado
$2.03M +$129K +647 +7%
LIA
1236
LBMC Investment Advisors
Tennessee
$2.02M -$384K -1,923 -16%
WAM
1237
Weatherly Asset Management
California
$2.01M -$20.3K -102 -1%
SCA
1238
Snowden Capital Advisors
New York
$2.01M +$219K +1,097 +12%
BA
1239
Bristlecone Advisors
Washington
$2M -$808K -4,048 -29%
DSC
1240
Duncker Streett & Co
Missouri
$2M +$377K +1,890 +23%
CFM
1241
Coronation Fund Managers
South Africa
$2M – – –
AF
1242
Allworth Financial
California
$1.99M +$301K +1,511 +18%
PCP
1243
Proficio Capital Partners
Massachusetts
$1.99M +$18K +90 +0.9%
LW
1244
Linscomb Wealth
Texas
$1.99M -$67.2K -337 -3%
SS
1245
Simplicity Solutions
Minnesota
$1.98M +$47.3K +237 +2%
WPW
1246
Waldron Private Wealth
Pennsylvania
$1.97M +$235K +1,179 +14%
ERIM
1247
Eagle Ridge Investment Management
Connecticut
$1.96M -$137K -688 -7%
SIC
1248
Schwartz Investment Counsel
Michigan
$1.94M – – –
LIM
1249
Lathrop Investment Management
Arkansas
$1.93M +$1.93M +9,684 New
PP
1250
Pegasus Partners
Wisconsin
$1.91M -$327K -1,637 -15%
48 49
50
51 52