BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,394 hedge funds and large institutions have $187B invested in Berkshire Hathaway Class B in 2018 Q4 according to their latest regulatory filings, with 285 funds opening new positions, 972 increasing their positions, 809 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,394
Holders Change
+180
Holders Change %
+8.13%
% of All Funds
53.43%
Holding in Top 10
539
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+20.04%
% of All Funds
12.03%
New
285
Increased
972
Reduced
809
Closed
82
Calls
$3.71B
Puts
$2.03B
Net Calls
+$1.68B
Net Calls Change
+$500M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$934M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$804M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$801M
4
BlackRock
BlackRock
New York
+$606M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$447M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.02B
2
Deutsche Bank
Deutsche Bank
Germany
-$522M
3
State Street
State Street
Massachusetts
-$508M
4
CWM
Cornerstone Wealth Management
Missouri
-$338M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
1626
Outlook Wealth Advisors
Texas
$1.04M +$1.04M +509 New
GFS
1627
GYL Financial Synergies
Connecticut
$1.04M +$1.04M +5,076 New
VCM
1628
Vision Capital Management
Oregon
$1.03M -$2.06M -10,078 -67%
NB
1629
Nicolet Bankshares
Wisconsin
$1.03M +$24.5K +120 +2%
PI
1630
Pathlight Investors
Arizona
$1.03M +$1.03M +5,251 New
SCA
1631
Sage Capital Advisors
South Dakota
$1.03M -$8.57K -42 -0.8%
EA
1632
Elm Advisors
California
$1.03M – – –
PAS
1633
Partnervest Advisory Services
California
$1.03M +$82.5K +404 +9%
NL
1634
NVWM LLC
Pennsylvania
$1.02M +$11.2K +55 +1%
JGIA
1635
Jackson Grant Investment Advisers
Connecticut
$1.02M +$33.5K +164 +3%
FWM
1636
Fairhaven Wealth Management
Illinois
$1.02M +$1.02M +4,990 New
CAM
1637
Costello Asset Management
Pennsylvania
$1.02M +$1.02M +4,993 New
SIC
1638
Sigma Investment Counselors
Michigan
$1.02M -$9.6K -47 -0.9%
NQWM
1639
Northwest Quadrant Wealth Management
Oregon
$1.02M – – –
CCP
1640
Cardan Capital Partners
Colorado
$1.01M -$96.8K -474 -9%
CAM
1641
Crestone Asset Management
Colorado
$1.01M -$97K -475 -9%
AFC
1642
AFT Forsyth & Company
Florida
$1.01M – – –
Assenagon Asset Management
1643
Assenagon Asset Management
Luxembourg
$1.01M -$5.23M -25,619 -84%
OFW
1644
Omnia Family Wealth
Florida
$1.01M – – –
SWA
1645
Stratos Wealth Advisors
Ohio
$1.01M +$1.01M +4,925 New
SCG
1646
Sonata Capital Group
Washington
$1M +$10.4K +51 +1%
GGI
1647
Godsey & Gibb Inc
Virginia
$1M +$153K +750 +18%
OCM
1648
Orleans Capital Management
Louisiana
$1M – – –
NPT
1649
Nixon Peabody Trust
Massachusetts
$997K – – –
FFBTD
1650
First Financial Bank - Trust Division
Ohio
$993K +$2.04K +10 +0.2%
64 65
66
67 68