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 %
Kayne Anderson Rudnick Investment Management
1601
Kayne Anderson Rudnick Investment Management
California
$803K +$9.34K +50 +1%
BHA
1602
Beech Hill Advisors
New York
$803K +$65.4K +350 +9%
PCTC
1603
Perkins Coie Trust Company
Washington
$801K – – –
TCOT
1604
Trust Company of Toledo
Ohio
$801K +$56K +300 +8%
BWAM
1605
Boyd Watterson Asset Management
Ohio
$797K +$747 +4 +0.1%
CRIG
1606
Charter Research & Investment Group
Connecticut
$796K – – –
TI
1607
Truepoint Inc
Ohio
$796K +$692K +3,708 +663%
BAMG
1608
Brand Asset Management Group
Missouri
$796K +$796K +4,265 New
IIM
1609
Intact Investment Management
Quebec, Canada
$793K – – –
SIAS
1610
Shine Investment Advisory Services
Colorado
$790K – – –
VCM
1611
Vivaldi Capital Management
Illinois
$787K +$21.7K +116 +3%
MWM
1612
Meridian Wealth Management
Kentucky
$785K -$266K -1,423 -25%
LC
1613
LCNB Corp
Ohio
$783K +$413K +2,215 +112%
RIS
1614
Retirement Income Solutions
Michigan
$781K -$5.97K -32 -0.8%
B
1615
Bridgeworth
Alabama
$780K -$113K -604 -13%
HL
1616
HeadInvest LLC
Maine
$780K – – –
NCM
1617
Northstar Capital Management
New York
$778K – – –
TC
1618
Trilogy Capital
California
$775K +$332K +1,780 +75%
PFS
1619
Physicians Financial Services
North Carolina
$774K – – –
SCM
1620
Southport Capital Management
Tennessee
$774K +$10.6K +57 +1%
MC
1621
Miles Capital
Iowa
$773K -$7.47K -40 -1%
SIM
1622
Sadoff Investment Management
Wisconsin
$771K +$149K +800 +24%
MPIA
1623
Mountain Pacific Investment Advisers
Idaho
$770K -$23.3K -125 -3%
BMCM
1624
Bryn Mawr Capital Management
Pennsylvania
$769K -$19.6K -105 -2%
AIP
1625
Almanack Investment Partners
Pennsylvania
$767K +$305K +1,632 +66%
63 64
65
66 67