BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,416 hedge funds and large institutions have $184B invested in Berkshire Hathaway Class B in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 1,023 increasing their positions, 918 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,416
Holders Change
+22
Holders Change %
+0.92%
% of All Funds
52.37%
Holding in Top 10
450
Holding in Top 10 Change
-89
Holding in Top 10 Change %
-16.51%
% of All Funds
9.76%
New
136
Increased
1,023
Reduced
918
Closed
81
Calls
$2.68B
Puts
$1.98B
Net Calls
+$695M
Net Calls Change
-$982M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$460M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$425M
3
Legal & General Group
Legal & General Group
United Kingdom
+$304M
4
Renaissance Technologies
Renaissance Technologies
New York
+$269M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$187M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1B
2
Capital International Investors
Capital International Investors
California
-$404M
3
Canada Life
Canada Life
Manitoba, Canada
-$359M
4
Asset Management One
Asset Management One
Japan
-$295M
5
CS
Credit Suisse
Switzerland
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPIC
1801
LeJeune Puetz Investment Counsel
Michigan
$742K -$14.5K -72 -2%
WCA
1802
Windsor Creek Advisors
Vermont
$740K – – –
HDIM
1803
Hanson & Doremus Investment Management
Vermont
$738K +$20.5K +102 +3%
IC
1804
Iconiq Capital
California
$738K +$738K +3,675 New
ONST
1805
Old North State Trust
North Carolina
$737K -$6.23K -31 -0.8%
CPO
1806
Cerity Partners OCIO
New York
$735K -$44.2K -220 -6%
B
1807
Bellecapital
Switzerland
$733K +$186K +927 +34%
TC
1808
Trilogy Capital
California
$732K -$90K -448 -11%
AF
1809
Affiance Financial
Minnesota
$730K -$29.9K -149 -4%
LCM
1810
LVM Capital Management
Michigan
$728K – – –
PWAP
1811
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$728K +$10K +50 +1%
BP
1812
BBR Partners
New York
$726K -$35K -174 -5%
TIM
1813
Total Investment Management
Arizona
$725K +$411K +2,003 +131%
SGK
1814
Steigerwald Gordon & Koch
Virginia
$724K +$20.3K +101 +3%
MA
1815
MCF Advisors
Kentucky
$724K +$35.2K +175 +5%
OC
1816
Oakworth Capital
Alabama
$719K -$151K -750 -17%
SC
1817
SRB Corp
Massachusetts
$719K +$191K +952 +36%
STMM
1818
South Texas Money Management
Texas
$718K -$12.1K -60 -2%
JGUA
1819
John G. Ullman & Associates
New York
$718K – – –
LRIA
1820
Leonard Rickey Investment Advisors
Washington
$716K – – –
HFA
1821
Huber Financial Advisors
Illinois
$716K +$376K +1,870 +110%
PHIMC
1822
Private Harbour Investment Management & Counsel
Ohio
$715K -$319K -1,590 -31%
Aristotle Capital Management
1823
Aristotle Capital Management
California
$713K – – –
DCM
1824
Dimension Capital Management
Florida
$711K -$3.42K -17 -0.5%
MWPCG
1825
Measured Wealth Private Client Group
New Hampshire
$711K +$303K +1,508 +74%
71 72
73
74 75