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 %
OAJ
1801
Ogorek Anthony Joseph
New York
$738K +$15.3K +75 +2%
BONST
1802
Bank of Nova Scotia Trust
Ontario, Canada
$733K -$4.09K -20 -0.6%
SA
1803
Sunesis Advisors
Kansas
$731K – – –
MFP
1804
Meridian Financial Partners
Virginia
$731K +$731K +3,582 New
PWAP
1805
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$730K -$306K -1,500 -30%
JGUA
1806
John G. Ullman & Associates
New York
$730K +$61.3K +300 +9%
HDIM
1807
Hanson & Doremus Investment Management
Vermont
$729K +$1.02K +5 +0.1%
LRIA
1808
Leonard Rickey Investment Advisors
Washington
$728K – – –
AAM
1809
Augustine Asset Management
Florida
$726K -$7.14K -35 -1%
DCM
1810
Dimension Capital Management
Florida
$726K +$726K +3,554 New
Aristotle Capital Management
1811
Aristotle Capital Management
California
$725K – – –
RIA
1812
Regal Investment Advisors
Michigan
$723K -$108K -530 -13%
SGK
1813
Steigerwald Gordon & Koch
Virginia
$715K +$2.04K +10 +0.3%
BCM
1814
Boltwood Capital Management
California
$714K – – –
FNFDCM
1815
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$713K – – –
WP
1816
WealthShield Partners
North Carolina
$713K +$4.09K +20 +0.6%
RWM
1817
Reston Wealth Management
Virginia
$711K +$711K +3,484 New
CC
1818
Cedar Capital
Illinois
$710K -$9.19K -45 -1%
FIM
1819
Fernwood Investment Management
Massachusetts
$709K +$194K +950 +38%
LFA
1820
Legend Financial Advisors
Pennsylvania
$709K +$709K +3,470 New
EF
1821
Empirical Finance
Pennsylvania
$705K -$97K -475 -12%
OIWM
1822
OptiFour Integrated Wealth Management
Virginia
$705K – – –
PPSG
1823
Princeton Portfolio Strategies Group
New Jersey
$703K -$10.2K -50 -1%
SG
1824
Strid Group
Pennsylvania
$703K – – –
GI
1825
Gradient Investments
Minnesota
$701K -$252K -1,234 -26%
71 72
73
74 75