BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,162 hedge funds and large institutions have $181B invested in Berkshire Hathaway Class B in 2018 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 891 increasing their positions, 849 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
+5
Holders Change %
+0.23%
% of All Funds
49.62%
Holding in Top 10
449
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.05%
% of All Funds
10.31%
New
106
Increased
891
Reduced
849
Closed
73
Calls
$2.2B
Puts
$1.69B
Net Calls
+$505M
Net Calls Change
+$166M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$701M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$491M
3
EVM
Eaton Vance Management
Massachusetts
+$425M
4
BlackRock
BlackRock
New York
+$372M
5
Goldman Sachs
Goldman Sachs
New York
+$302M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$997M
2
State Street
State Street
Massachusetts
-$759M
3
CC
Claybrook Capital
Massachusetts
-$563M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$410M
5
DZ Bank
DZ Bank
Germany
-$362M
Name Holding Trade Value Shares
Change 		Shares
Change %
NI
1576
NFC Investments
Tennessee
$876K – – –
FFBTD
1577
First Financial Bank - Trust Division
Ohio
$875K -$171K -856 -16%
PWAG
1578
Polaris Wealth Advisory Group
California
$875K -$9.18K -46 -1%
SIM
1579
SSI Investment Management
California
$873K -$12.7K -64 -1%
BI
1580
Ballast Inc
Kentucky
$872K -$2.82M -14,141 -76%
MCM
1581
Maryland Capital Management
Maryland
$871K +$84.8K +425 +11%
MBT
1582
Monroe Bank & Trust
Michigan
$869K -$46.9K -235 -5%
SWM
1583
SeaCrest Wealth Management
New York
$868K – – –
AWM
1584
AllSquare Wealth Management
New York
$867K +$3.99K +20 +0.5%
MSA
1585
Marino Stram & Associates
Massachusetts
$861K +$19.2K +96 +2%
CIP
1586
Convergence Investment Partners
Florida
$859K +$61.8K +310 +8%
BIA
1587
Biondo Investment Advisors
Pennsylvania
$858K – – –
CHA
1588
Cedar Hill Associates
Illinois
$858K +$257K +1,288 +43%
PCTC
1589
Perkins Coie Trust Company
Washington
$856K +$59.8K +300 +8%
MCM
1590
Mitchell Capital Management
Kansas
$855K +$401K +2,012 +88%
RWA
1591
River Wealth Advisors
Pennsylvania
$852K +$42.3K +212 +5%
BWAM
1592
Boyd Watterson Asset Management
Ohio
$851K -$30.9K -155 -4%
CRIG
1593
Charter Research & Investment Group
Connecticut
$850K -$39.9K -200 -4%
IIM
1594
Intact Investment Management
Quebec, Canada
$848K -$99.8K -500 -11%
Kayne Anderson Rudnick Investment Management
1595
Kayne Anderson Rudnick Investment Management
California
$848K – – –
MPIA
1596
Mountain Pacific Investment Advisers
Idaho
$848K +$152K +764 +22%
SIAS
1597
Shine Investment Advisory Services
Colorado
$844K +$25.5K +128 +3%
Skandinaviska Enskilda Banken (SEB)
1598
Skandinaviska Enskilda Banken (SEB)
Sweden
$843K -$14.4M -72,001 -94%
BMCM
1599
Bryn Mawr Capital Management
Pennsylvania
$842K +$44.5K +223 +6%
RIS
1600
Retirement Income Solutions
Michigan
$841K +$841K +4,218 New
62 63
64
65 66