BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,416 hedge funds and large institutions have $184B invested in Berkshire Hathaway Class B in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 1,023 increasing their positions, 918 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,416
Holders Change
+22
Holders Change %
+0.92%
% of All Funds
52.37%
Holding in Top 10
450
Holding in Top 10 Change
-89
Holding in Top 10 Change %
-16.51%
% of All Funds
9.76%
New
136
Increased
1,023
Reduced
918
Closed
81
Calls
$2.68B
Puts
$1.98B
Net Calls
+$695M
Net Calls Change
-$982M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$460M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$425M
3
Legal & General Group
Legal & General Group
United Kingdom
+$304M
4
Renaissance Technologies
Renaissance Technologies
New York
+$269M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$187M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1B
2
Capital International Investors
Capital International Investors
California
-$404M
3
Canada Life
Canada Life
Manitoba, Canada
-$359M
4
Asset Management One
Asset Management One
Japan
-$295M
5
CS
Credit Suisse
Switzerland
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
1526
Artemis Wealth Advisors
New York
$1.28M +$957K +4,763 +292%
WP
1527
WealthSource Partners
California
$1.28M +$198K +986 +18%
OAM
1528
Oxford Asset Management
United Kingdom
$1.28M +$1.28M +6,393 New
DJSG
1529
D.J. St. Germain
Massachusetts
$1.28M -$25.1K -125 -2%
CWM
1530
Confluence Wealth Management
Oregon
$1.28M +$50.2K +250 +4%
SWM
1531
SeaCrest Wealth Management
New York
$1.27M +$20.1K +100 +2%
RT
1532
Rockland Trust
Massachusetts
$1.27M +$29.1K +145 +2%
1NWS
1533
1 North Wealth Services
Maryland
$1.27M -$65.9K -328 -5%
IDA
1534
Intelligence Driven Advisers
California
$1.27M -$469K -2,337 -27%
CC
1535
Courier Capital
New York
$1.27M +$35.2K +175 +3%
LC
1536
Lindbrook Capital
California
$1.27M +$136K +677 +12%
VDI
1537
Vaughan David Investments
Illinois
$1.26M -$3.01K -15 -0.2%
TL
1538
Tirschwell & Loewy
New York
$1.26M – – –
KWA
1539
KCS Wealth Advisory
California
$1.26M +$176K +876 +16%
VWM
1540
Venturi Wealth Management
Texas
$1.25M +$13.1K +64 +1%
CNBT
1541
Canandaigua National Bank & Trust
New York
$1.25M +$10K +50 +0.8%
BF
1542
Blankinship & Foster
California
$1.24M -$54.2K -270 -4%
EDRIA
1543
Edmonds Duncan Registered Investment Advisors
Kansas
$1.24M – – –
NAS
1544
Nicolet Advisory Services
Wisconsin
$1.24M +$1.24M +6,159 New
IAS
1545
IMA Advisory Services
Colorado
$1.24M -$550K -2,741 -31%
DI
1546
Dalton Investments
Nevada
$1.24M – – –
DPIM
1547
Duff & Phelps Investment Management
Illinois
$1.24M +$30.1K +150 +3%
LPT
1548
Legacy Private Trust
Wisconsin
$1.23M +$22.5K +112 +2%
JSL
1549
JT Stratford LLC
Georgia
$1.23M -$39.4K -196 -3%
EWM
1550
Endurance Wealth Management
Rhode Island
$1.23M – – –
60 61
62
63 64