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 %
PIA
1326
Phoenix Investment Adviser
New York
$1.67M +$1.67M +7,800 New
WA
1327
Winfield Associates
Ohio
$1.67M +$192K +895 +13%
FMC
1328
First Merchants Corp
Indiana
$1.66M +$13.3K +62 +0.8%
WWM
1329
Windsor Wealth Management
Indiana
$1.66M +$296K +1,380 +22%
WSCM
1330
Wellington Shields Capital Management
New York
$1.65M +$22.3K +104 +1%
FA
1331
FCG Advisors
New Jersey
$1.65M +$1.07K +5 +0.1%
LAIC
1332
Lederer & Associates Investment Counsel
California
$1.65M – – –
GI
1333
GS Investments
Minnesota
$1.64M -$31K -145 -2%
SAM
1334
SignalPoint Asset Management
Missouri
$1.64M +$28.5K +133 +2%
BW
1335
Bison Wealth
Georgia
$1.64M – – –
NIMI
1336
Natixis Investment Managers International
France
$1.63M -$903K -4,217 -36%
IIC
1337
Integrated Investment Consultants
Michigan
$1.63M – – –
Cohen & Steers
1338
Cohen & Steers
New York
$1.62M +$1.62M +7,578 New
IMOV
1339
Investment Management of Virginia
Virginia
$1.62M -$15.6K -73 -1%
MCM
1340
Mengis Capital Management
Oregon
$1.61M -$17K -50 -1%
WAG
1341
Winthrop Advisory Group
Massachusetts
$1.6M -$53.5K -250 -3%
MPM
1342
Meritage Portfolio Management
Kansas
$1.6M -$23.3K -109 -1%
JAFL
1343
Jay A. Fishman Ltd
Michigan
$1.59M +$5.35K +25 +0.3%
IWC
1344
Integrated Wealth Concepts
Massachusetts
$1.59M +$173K +807 +12%
WA
1345
Waverly Advisors
Alabama
$1.59M +$16.1K +75 +1%
PSC
1346
Prentiss Smith & Co
Vermont
$1.59M – – –
FAG
1347
Financial Advisory Group
Texas
$1.58M – – –
NP
1348
NorthRock Partners
Minnesota
$1.58M -$501K -2,345 -24%
GI
1349
Glovista Investments
New Jersey
$1.58M -$10.7K -50 -0.7%
HCMNY
1350
Howard Capital Management (New York)
New York
$1.58M +$16.1K +75 +1%
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