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 %
IAM
1626
Iridian Asset Management
Connecticut
$1.07M – – –
NQWM
1627
Northwest Quadrant Wealth Management
Oregon
$1.07M – – –
TFF
1628
The Family Firm
Maryland
$1.07M – – –
AFC
1629
AFT Forsyth & Company
Florida
$1.07M +$12.8K +60 +1%
NWA
1630
New World Advisors
Massachusetts
$1.06M +$94.8K +445 +10%
GC
1631
Gilbert & Cook
Iowa
$1.05M +$1.28K +6 +0.1%
FWM
1632
Fairhaven Wealth Management
Illinois
$1.05M -$36.2K -170 -3%
AC
1633
Avestar Capital
New York
$1.05M +$12.9K +61 +1%
OAM
1634
Occidental Asset Management
California
$1.05M -$69.3K -325 -6%
CAAS
1635
Capital Asset Advisory Services
Michigan
$1.05M +$839K +3,936 +394%
EA
1636
Elm Advisors
California
$1.05M -$21.3K -100 -2%
VCM
1637
Versant Capital Management
Arizona
$1.05M -$65K -305 -6%
GFS
1638
GYL Financial Synergies
Connecticut
$1.05M -$17.3K -81 -2%
OCM
1639
Orleans Capital Management
Louisiana
$1.05M – – –
SCA
1640
Sage Capital Advisors
South Dakota
$1.05M – – –
SIM
1641
Sadoff Investment Management
Wisconsin
$1.04M -$10.7K -50 -1%
RCA
1642
Rex Capital Advisors
Rhode Island
$1.03M – – –
GSC
1643
G&S Capital
Colorado
$1.03M +$44.3K +208 +4%
WCG
1644
Weaver Consulting Group
California
$1.03M +$32K +150 +3%
BMC
1645
Benin Management Corp
Connecticut
$1.03M +$139K +650 +16%
CT
1646
Clearstead Trust
Maine
$1.03M – – –
BAM
1647
Brave Asset Management
New Jersey
$1.02M -$69.1K -324 -6%
TCOT
1648
Trust Company of Toledo
Ohio
$1.02M – – –
HDIM
1649
Hanson & Doremus Investment Management
Vermont
$1.02M +$237K +1,114 +30%
LWM
1650
Liberty Wealth Management
California
$1.02M +$147K +690 +17%
64 65
66
67 68