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 %
TA
1676
Townsend & Associates
Colorado
$673K +$46.3K +248 +7%
AAM
1677
Augustine Asset Management
Florida
$671K -$38.3K -205 -5%
VA
1678
Valmark Advisers
Ohio
$670K +$43.5K +233 +7%
SA
1679
Sunesis Advisors
Kansas
$668K +$668K +3,580 New
LRIA
1680
Leonard Rickey Investment Advisors
Washington
$665K – – –
GIP
1681
Greatmark Investment Partners
Georgia
$665K +$14K +75 +2%
GAM
1682
Gemmer Asset Management
California
$664K +$20.5K +110 +3%
Aristotle Capital Management
1683
Aristotle Capital Management
California
$663K +$93.4K +500 +16%
SGK
1684
Steigerwald Gordon & Koch
Virginia
$662K +$23.3K +125 +4%
CAI
1685
Capital Advisors Inc
Oklahoma
$661K -$272K -1,456 -29%
NSAM
1686
North Star Asset Management
Wisconsin
$661K – – –
BWM
1687
Bernicke Wealth Management
Wisconsin
$658K +$66.6K +357 +11%
CTA
1688
Colonial Trust Advisors
South Carolina
$655K – – –
FC
1689
Financial Consulate
Maryland
$654K +$115K +616 +21%
FNFDCM
1690
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$652K – – –
EF
1691
Empirical Finance
Pennsylvania
$651K -$191K -1,025 -23%
ICM
1692
IMS Capital Management
Oregon
$650K +$14.7K +79 +2%
ABP
1693
Arthur B. Page
$649K – – –
OIWM
1694
OptiFour Integrated Wealth Management
Virginia
$645K – – –
PPCM
1695
Pillar Pacific Capital Management
California
$643K – – –
SG
1696
Strid Group
Pennsylvania
$643K – – –
MIM
1697
Marco Investment Management
Georgia
$642K -$37.3K -200 -5%
SG
1698
StoneX Group
New York
$642K +$14K +75 +2%
PHK
1699
Point72 Hong Kong
Hong Kong
$637K +$108K +576 +20%
PIM
1700
Provident Investment Management
Michigan
$635K – – –
66 67
68
69 70