BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,417 hedge funds and large institutions have $196B invested in Berkshire Hathaway Class B in 2019 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 988 increasing their positions, 944 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,417
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
52.58%
Holding in Top 10
462
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+2.67%
% of All Funds
10.05%
New
95
Increased
988
Reduced
944
Closed
69
Calls
$2.92B
Puts
$2.37B
Net Calls
+$554M
Net Calls Change
-$142M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$2.07B
2
PSCM
Pershing Square Capital Management
New York
+$749M
3
Capital International Investors
Capital International Investors
California
+$512M
4
Invesco
Invesco
Georgia
+$459M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$414M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.35B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.07B
3
SAM
SP Asset Management
California
-$579M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$325M
5
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRWM
1326
Castle Rock Wealth Management
California
$2.04M +$2.04M +9,556 New
SFG
1327
SNS Financial Group
Minnesota
$2.03M +$158K +743 +8%
CFS
1328
CRA Financial Services
New Jersey
$2.03M +$36.2K +170 +2%
LCS
1329
Levin Capital Strategies
New York
$2.01M -$213K -1,000 -10%
IIA
1330
IPG Investment Advisors
California
$2M -$221K -1,036 -10%
NCM
1331
Next Capital Management
New York
$2M +$22.4K +105 +1%
SAM
1332
Security Asset Management
New York
$1.99M – – –
ARMC
1333
American Research & Management Company
Massachusetts
$1.99M -$74.6K -350 -4%
CC
1334
Caxton Corporation
New Jersey
$1.99M – – –
PS
1335
Portfolio Strategies
New York
$1.98M +$4.26K +20 +0.2%
KAH
1336
Kathryn A. Hall
$1.97M -$298K -1,400 -13%
KTC
1337
Kistler-Tiffany Companies
Pennsylvania
$1.95M +$360K +1,688 +23%
ACM
1338
Ashford Capital Management
Delaware
$1.95M -$85.3K -400 -4%
PGWM
1339
Parisi Gray Wealth Management
New Jersey
$1.95M +$13.6K +64 +0.7%
FI
1340
FormulaFolio Investments
Michigan
$1.95M -$119K -557 -6%
ZIC
1341
ZWJ Investment Counsel
Georgia
$1.93M +$522K +2,450 +37%
WAP
1342
Wealthcare Advisory Partners
Pennsylvania
$1.93M +$281K +1,317 +17%
KPW
1343
Kore Private Wealth
New York
$1.93M -$37.7K -177 -2%
NWM
1344
Northwest Wealth Management
Iowa
$1.92M +$47.5K +223 +3%
PFS
1345
Prospera Financial Services
Texas
$1.92M +$1.92M +8,994 New
RM
1346
Resource Management
Louisiana
$1.92M +$74.8K +351 +4%
PFS
1347
Physicians Financial Services
North Carolina
$1.92M +$165K +775 +9%
CCM
1348
Community Capital Management
Florida
$1.92M +$717K +3,361 +60%
DRS
1349
Deane Retirement Strategies
Louisiana
$1.92M +$25.6K +120 +1%
KWM
1350
Kingsview Wealth Management
Oregon
$1.92M -$1.8M -8,434 -48%
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