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 %
PS
1426
Portfolio Solutions
Michigan
$1.38M -$28.6K -133 -2%
CAN
1427
Claraphi Advisory Network
United States
$1.38M +$187K +875 +16%
JLBC
1428
J.L. Bainbridge & Co
Florida
$1.38M +$1.38M +6,424 New
FNBSF
1429
First National Bank Sioux Falls
South Dakota
$1.37M +$228K +1,067 +20%
ST
1430
Sabal Trust
Florida
$1.37M +$19.1K +89 +1%
AIM
1431
Avity Investment Management
Connecticut
$1.37M +$32.1K +150 +2%
BIAS
1432
Beacon Investment Advisory Services
New Jersey
$1.36M -$10.7K -50 -0.8%
AB
1433
Atlas Brown
Kentucky
$1.36M – – –
FTI
1434
Fiduciary Trust International
Massachusetts
$1.35M – – –
AB
1435
AT Bancorp
Iowa
$1.35M +$15.4K +72 +1%
AF
1436
Advisornet Financial
Minnesota
$1.35M +$32.1K +150 +2%
TL
1437
Tirschwell & Loewy
New York
$1.34M +$3.43K +16 +0.3%
EIA
1438
Eldridge Investment Advisors
New Hampshire
$1.34M – – –
IHL
1439
Investment House LLC
California
$1.34M – – –
VCA
1440
Verdence Capital Advisors
Maryland
$1.33M -$147K -688 -10%
FPFS
1441
First Personal Financial Services
North Carolina
$1.33M +$21.4K +100 +2%
FFSOTS
1442
Fiduciary Financial Services of The Southwest
Texas
$1.32M +$13.9K +65 +1%
NA
1443
Nottingham Advisors
New York
$1.32M +$4.28K +20 +0.3%
CNBT
1444
Canandaigua National Bank & Trust
New York
$1.32M -$53.3K -249 -4%
EDRIA
1445
Edmonds Duncan Registered Investment Advisors
Kansas
$1.32M – – –
RT
1446
Rockland Trust
Massachusetts
$1.32M +$81.8K +382 +7%
SIC
1447
SFE Investment Counsel
California
$1.31M -$18.8K -88 -1%
EWM
1448
Endurance Wealth Management
Rhode Island
$1.31M – – –
BHTS
1449
Bar Harbor Trust Services
Maine
$1.31M – – –
LRPA
1450
L. Roy Papp & Associates
Arizona
$1.31M +$7.07K +33 +0.5%
56 57
58
59 60