BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,169 hedge funds and large institutions have $167B invested in Berkshire Hathaway Class B in 2018 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 893 increasing their positions, 831 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,169
Holders Change
+7
Holders Change %
+0.32%
% of All Funds
49.72%
Holding in Top 10
410
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-8.69%
% of All Funds
9.4%
New
91
Increased
893
Reduced
831
Closed
65
Calls
$2B
Puts
$1.73B
Net Calls
+$271M
Net Calls Change
-$235M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$652M
2
PAG
Private Advisor Group
New Jersey
+$620M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$426M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$348M
5
Norges Bank
Norges Bank
Norway
+$270M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$933M
2
Morgan Stanley
Morgan Stanley
New York
-$524M
3
EVM
Eaton Vance Management
Massachusetts
-$407M
4
Deutsche Bank
Deutsche Bank
Germany
-$366M
5
Ameriprise
Ameriprise
Minnesota
-$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
126
Ladenburg Thalmann Financial Services
Florida
$146M – – –
Barrow, Hanley, Mewhinney & Strauss
127
Barrow, Hanley, Mewhinney & Strauss
Texas
$145M +$70.2M +375,968 +94%
GC
128
Giverny Capital
Quebec, Canada
$142M +$4.07M +21,802 +3%
Aviva
129
Aviva
United Kingdom
$141M -$4.37M -23,436 -3%
GEM
130
Global Endowment Management
North Carolina
$141M +$7.47K +40 +0%
HighTower Advisors
131
HighTower Advisors
Illinois
$138M -$1.7M -9,114 -1%
AIG
132
American International Group
New York
$137M -$651K -3,489 -0.5%
SA
133
SQ Advisors
Florida
$136M -$13.2M -70,738 -9%
State of New Jersey Common Pension Fund D
134
State of New Jersey Common Pension Fund D
New Jersey
$134M -$33.6M -180,000 -20%
MVIP
135
Mar Vista Investment Partners
California
$134M -$9.13M -48,889 -6%
GIM
136
Greylin Investment Management
Virginia
$134M +$734K +3,931 +0.6%
BGIM
137
Brandywine Global Investment Management
Pennsylvania
$133M -$137K -732 -0.1%
TD Asset Management
138
TD Asset Management
Ontario, Canada
$133M -$3.22M -17,240 -2%
DWA
139
Douglass Winthrop Advisors
New York
$131M +$4.63M +24,822 +4%
Wellington Management Group
140
Wellington Management Group
Massachusetts
$130M +$31.2M +167,316 +32%
MIS
141
Morningstar Investment Services
Illinois
$130M -$165K -884 -0.1%
ESBC
142
E.S. Barr & Co
Kentucky
$129M +$608K +3,255 +0.5%
SI
143
Scharf Investments
California
$129M -$29.6M -158,732 -19%
JFL
144
Jarislowsky, Fraser Ltd
Quebec, Canada
$127M +$3.97M +21,280 +3%
HFS
145
HL Financial Services
Kentucky
$126M +$1.46M +7,836 +1%
Citigroup
146
Citigroup
New York
$126M -$37.4M -200,259 -23%
Stifel Financial
147
Stifel Financial
Missouri
$126M +$336K +1,800 +0.3%
Kovitz Investment Group Partners
148
Kovitz Investment Group Partners
Illinois
$125M -$3.27M -17,543 -3%
USAA
149
United Services Automobile Association
Texas
$125M -$525K -2,812 -0.4%
FMI
150
Factory Mutual Insurance
Massachusetts
$122M +$1.31M +7,000 +1%
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