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 %
LPL Financial
151
LPL Financial
California
$119M +$3.46M +18,526 +3%
SCM
152
Smead Capital Management
Arizona
$119M -$2.2M -11,813 -2%
PAM
153
Panagora Asset Management
Massachusetts
$116M -$25M -134,035 -18%
VNIM
154
Vaughan Nelson Investment Management
Texas
$115M +$15.2M +81,177 +15%
DC
155
Davenport & Co
Virginia
$114M +$342K +1,830 +0.3%
ACI
156
AMP Capital Investors
Australia
$114M +$1.99M +10,649 +2%
OAC
157
OMERS Administration Corp
Ontario, Canada
$111M – – –
ProShare Advisors
158
ProShare Advisors
Maryland
$111M -$4.57M -24,489 -4%
American Century Companies
159
American Century Companies
Missouri
$110M -$3.02M -16,163 -3%
Royal London Asset Management
160
Royal London Asset Management
United Kingdom
$109M +$109M +586,059 New
JPMPWA
161
J.P. Morgan Private Wealth Advisors
California
$108M +$21.1M +113,279 +24%
AACR
162
ACR Alpine Capital Research
Missouri
$107M +$16M +85,683 +18%
MSL
163
Mackay Shields LLC
New York
$106M +$2.64M +14,156 +3%
EIG
164
EdgePoint Investment Group
Ontario, Canada
$106M +$1.07M +5,718 +1%
MIM
165
MetLife Investment Management
New Jersey
$106M -$2.35M -12,597 -2%
AI
166
Ariel Investments
Illinois
$103M +$1.4M +7,498 +1%
AA
167
ALPS Advisors
Colorado
$99.2M +$91.2M +488,688 +1,140%
DekaBank Deutsche Girozentrale
168
DekaBank Deutsche Girozentrale
Germany
$97.7M +$8.23M +43,613 +9%
AC
169
Alleghany Corporation
New York
$97.3M – – –
LDB
170
Lee, Danner & Bass
Tennessee
$97M -$8.04M -43,081 -8%
BO
171
BRR OpCo
Ohio
$96.7M -$547K -2,929 -0.6%
Comerica Bank
172
Comerica Bank
Texas
$96.4M -$1.42M -7,451 -1%
MWA
173
Marshall Wace Asia
Hong Kong
$95.7M -$12.5M -67,116 -12%
Rafferty Asset Management
174
Rafferty Asset Management
New York
$94.9M +$3.09M +16,569 +3%
MAMU
175
Marathon Asset Management (UK)
United Kingdom
$94.4M +$262K +1,403 +0.3%
5 6
7
8 9