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 %
QOP
1551
Quinn Opportunity Partners
Virginia
$1.28M +$640K +3,000 +100%
HI
1552
Hudock Inc
Pennsylvania
$1.28M -$143K -670 -10%
BST
1553
Bath Savings Trust
Maine
$1.28M -$5.97K -28 -0.5%
UAS
1554
United Asset Strategies
New York
$1.28M +$20.2K +95 +2%
CCFM
1555
Clear Creek Financial Management
Washington
$1.27M +$1.27M +5,981 New
LWM
1556
Lyell Wealth Management
California
$1.27M -$4.26K -20 -0.3%
FPFS
1557
First Personal Financial Services
North Carolina
$1.26M +$39K +183 +3%
AIP
1558
Ahrens Investment Partners
Louisiana
$1.26M -$167K -785 -12%
SCM
1559
Schnieders Capital Management
California
$1.26M -$13.9K -65 -1%
GCM
1560
Gibraltar Capital Management
Oklahoma
$1.26M – – –
ITIM
1561
Indiana Trust & Investment Management
Indiana
$1.26M +$116K +544 +10%
STA
1562
Summit Trail Advisors
New York
$1.26M -$37.3K -175 -3%
SMC
1563
Smith, Moore & Co
Missouri
$1.26M +$11.1K +52 +0.9%
LC
1564
Lindbrook Capital
California
$1.25M -$98K -460 -7%
GCA
1565
Gradient Capital Advisors
California
$1.24M +$14.7K +69 +1%
TVWM
1566
Tower View Wealth Management
Wisconsin
$1.24M -$1.2M -5,610 -49%
JIP
1567
Jaffetilchin Investment Partners
Florida
$1.23M +$1.23M +5,770 New
BWA
1568
Burt Wealth Advisors
Maryland
$1.22M – – –
LJHT
1569
Laurie J. Hall Trustee
$1.22M – – –
NGA
1570
Naples Global Advisors
Florida
$1.21M -$40.9K -192 -3%
VA
1571
Valmark Advisers
Ohio
$1.21M -$32K -150 -3%
SIC
1572
SFE Investment Counsel
California
$1.21M +$4.27K +20 +0.4%
MCM
1573
Maryland Capital Management
Maryland
$1.21M +$342K +1,606 +39%
SS
1574
Simplicity Solutions
Minnesota
$1.21M -$6.41M -30,061 -84%
NFG
1575
Nadler Financial Group
Illinois
$1.2M +$102K +478 +9%
61 62
63
64 65