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 %
BP
1776
BBR Partners
New York
$810K +$40.1K +188 +5%
MCM
1777
Marsico Capital Management
Colorado
$806K – – –
PCIA
1778
Prime Capital Investment Advisors
Kansas
$801K -$128K -599 -14%
SIC
1779
Sigma Investment Counselors
Michigan
$800K +$10K +47 +1%
LCM
1780
Liberty Capital Management
Michigan
$796K +$239K +1,120 +43%
ABTD
1781
Arvest Bank Trust Division
Oklahoma
$792K -$8.53K -40 -1%
LRIA
1782
Leonard Rickey Investment Advisors
Washington
$792K +$32.4K +152 +4%
LOAMS
1783
Lombard Odier Asset Management (Switzerland)
Switzerland
$789K -$105K -492 -12%
FSA
1784
Fort Sheridan Advisors
Illinois
$788K +$63.9K +300 +9%
SGI
1785
Summit Global Investments
Utah
$788K +$788K +3,695 New
RWA
1786
River Wealth Advisors
Pennsylvania
$787K – – –
CCM
1787
Carlson Capital Management
Minnesota
$785K -$38.6K -181 -5%
CAW
1788
Cornerstone Advisors (Washington)
Washington
$785K +$81.5K +382 +12%
PWAP
1789
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$783K +$10.7K +50 +1%
WCA
1790
Windsor Creek Advisors
Vermont
$781K – – –
BI
1791
Ballast Inc
Kentucky
$779K -$31.9K -150 -4%
B
1792
Bellecapital
Switzerland
$778K – – –
MFP
1793
Meridian Financial Partners
Virginia
$777K +$4.31K +20 +0.6%
WLIM
1794
White Lighthouse Investment Management
Massachusetts
$777K +$90.6K +425 +13%
HFA
1795
High Falls Advisors
New York
$774K -$16.4K -77 -2%
CC
1796
Cornerstone Capital
California
$774K -$16K -75 -2%
AF
1797
Affiance Financial
Minnesota
$774K – – –
LCM
1798
LVM Capital Management
Michigan
$772K – – –
FIA
1799
Foundations Investment Advisors
Arizona
$771K +$77.4K +360 +11%
GSWM
1800
Golden State Wealth Management
California
$768K -$30.9K -145 -4%
70 71
72
73 74