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 %
GAM
1726
Gemmer Asset Management
California
$845K +$46.7K +229 +6%
CPA
1727
Capital Planning Advisors
California
$845K +$50K +245 +6%
CCM
1728
Chilton Capital Management
Texas
$843K -$104K -511 -11%
LCP
1729
Legacy Capital Partners
Wisconsin
$842K +$394K +1,930 +88%
RIS
1730
Retirement Income Solutions
Michigan
$841K -$16.3K -80 -2%
NIC
1731
Northwest Investment Counselors
Oregon
$838K +$33.3K +163 +4%
FEM
1732
Fulcrum Equity Management
Texas
$837K +$837K +4,100 New
TC
1733
Trilogy Capital
California
$836K – – –
NCM
1734
Northstar Capital Management
New York
$835K – – –
CGA
1735
Crescent Grove Advisors
Illinois
$835K +$314K +1,540 +60%
SIAS
1736
Shine Investment Advisory Services
Colorado
$834K -$20K -98 -2%
CT
1737
Clearstead Trust
Maine
$833K +$381K +1,864 +84%
BWP
1738
BSW Wealth Partners
Colorado
$828K -$36.2K -177 -4%
BWM
1739
Bernicke Wealth Management
Wisconsin
$826K +$42.3K +207 +5%
BA
1740
Bard Associates
Illinois
$824K -$30.6K -150 -4%
TCM
1741
Tradition Capital Management
New Jersey
$823K -$223K -1,095 -21%
BIA
1742
Biondo Investment Advisors
Pennsylvania
$821K -$57.2K -280 -7%
UH
1743
Unigestion Holding
Switzerland
$818K -$29.9M -146,345 -97%
BWA
1744
BDO Wealth Advisors
Florida
$818K -$10.2K -50 -1%
IIM
1745
Intact Investment Management
Quebec, Canada
$817K -$40.9K -200 -5%
DAM
1746
Deltec Asset Management
New York
$817K +$817K +4,000 New
PFA
1747
Pure Financial Advisors
California
$816K +$17.1K +84 +2%
HAIM
1748
Hunter Associates Investment Management
Pennsylvania
$812K -$83.7K -410 -9%
LWM
1749
Liberty Wealth Management
California
$810K +$810K +3,968 New
CWM
1750
Centric Wealth Management
Illinois
$807K +$807K +3,953 New
68 69
70
71 72