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 %
UBG
1326
United Bank (Georgia)
Georgia
$1.55M +$6.38K +32 +0.4%
KA
1327
Kovack Advisors
Florida
$1.54M +$318K +1,594 +26%
SCM
1328
Sterneck Capital Management
Missouri
$1.53M -$130K -654 -8%
MCM
1329
Mengis Capital Management
Oregon
$1.53M – – –
HDIM
1330
Hanson & Doremus Investment Management
Vermont
$1.53M +$811K +4,066 +113%
LAIC
1331
Lederer & Associates Investment Counsel
California
$1.53M +$19K +95 +1%
VWA
1332
V Wealth Advisors
Kansas
$1.52M +$301K +1,531 +25%
CBB
1333
Citizens Business Bank
California
$1.52M -$209K -1,050 -12%
BW
1334
Bison Wealth
Georgia
$1.52M +$13.8K +69 +0.9%
HCMNY
1335
Howard Capital Management (New York)
New York
$1.52M +$33.9K +170 +2%
BIAS
1336
Beacon Investment Advisory Services
New Jersey
$1.52M +$183K +917 +14%
WAG
1337
Winthrop Advisory Group
Massachusetts
$1.52M -$24.6K -125 -2%
PAMG
1338
Patton Albertson Miller Group
Tennessee
$1.51M -$739K -3,703 -33%
ADL
1339
Asset Dedication LLC
California
$1.51M -$19.7K -99 -1%
PP
1340
PDS Planning
Ohio
$1.51M +$342K +1,713 +29%
WA
1341
Waverly Advisors
Alabama
$1.5M -$247K -1,237 -14%
IC
1342
Inverness Counsel
New York
$1.5M +$137K +687 +10%
KCM
1343
Kornitzer Capital Management
Kansas
$1.5M -$9.97K -50 -0.7%
OC
1344
Oarsman Capital
Wisconsin
$1.5M +$13K +65 +0.9%
IMOV
1345
Investment Management of Virginia
Virginia
$1.49M -$22.5K -113 -1%
S
1346
SimplyRich
California
$1.49M -$6.38K -32 -0.4%
NAM
1347
Needelman Asset Management
California
$1.49M -$28.9K -145 -2%
SAM
1348
SignalPoint Asset Management
Missouri
$1.49M +$190K +953 +15%
JAFL
1349
Jay A. Fishman Ltd
Michigan
$1.48M -$793K -3,975 -35%
CC
1350
Courier Capital
New York
$1.48M +$97K +486 +7%
52 53
54
55 56