BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,162 hedge funds and large institutions have $181B invested in Berkshire Hathaway Class B in 2018 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 891 increasing their positions, 849 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
+5
Holders Change %
+0.23%
% of All Funds
49.62%
Holding in Top 10
449
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.05%
% of All Funds
10.31%
New
106
Increased
891
Reduced
849
Closed
73
Calls
$2.2B
Puts
$1.69B
Net Calls
+$505M
Net Calls Change
+$166M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$701M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$491M
3
EVM
Eaton Vance Management
Massachusetts
+$425M
4
BlackRock
BlackRock
New York
+$372M
5
Goldman Sachs
Goldman Sachs
New York
+$302M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$997M
2
State Street
State Street
Massachusetts
-$759M
3
CC
Claybrook Capital
Massachusetts
-$563M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$410M
5
DZ Bank
DZ Bank
Germany
-$362M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
1851
1834 Investment Advisors
Wisconsin
$431K -$44.5K -223 -9%
KWA
1852
KCS Wealth Advisory
California
$430K +$123K +616 +40%
WC
1853
Weil Company
California
$430K +$125K +625 +41%
JFGLC
1854
Johnson Financial Group LLC (Colorado)
Colorado
$429K +$5.19K +26 +1%
BAM
1855
Bruderman Asset Management
New York
$427K -$14K -70 -3%
DLHL
1856
Donald L. Hagan LLC
Florida
$426K – – –
LWA
1857
Lenox Wealth Advisors
New York
$426K +$426K +2,135 New
LGWM
1858
Litman Gregory Wealth Management
California
$425K +$425K +2,131 New
CM
1859
Cornerstone Management
Georgia
$424K -$61.4K -308 -13%
LWS
1860
Lucia Wealth Services
California
$423K -$87.4K -438 -17%
RCM
1861
Radnor Capital Management
Pennsylvania
$423K – – –
EB
1862
Eastern Bank
Massachusetts
$422K -$1.8K -9 -0.4%
BP
1863
Broadleaf Partners
Ohio
$421K – – –
CP
1864
Camelot Portfolios
Ohio
$419K -$762K -3,823 -65%
FA
1865
FC Advisory
Pennsylvania
$416K – – –
WFMPM
1866
Woodley Farra Manion Portfolio Management
Indiana
$414K +$414K +2,076 New
FNBTCON
1867
First National Bank & Trust Co of Newtown
Pennsylvania
$413K +$84.8K +425 +26%
VR
1868
Viridian RIA
Washington
$413K +$413K +2,074 New
OSNBOA
1869
Old Second National Bank of Aurora
Illinois
$412K -$28.1K -141 -6%
CHC
1870
City Holding Co
West Virginia
$412K -$2.8K -14 -0.7%
RP
1871
Rowlandmiller & Partners
Georgia
$410K – – –
HCM
1872
HMS Capital Management
Tennessee
$408K +$24.6K +123 +6%
Members Trust
1873
Members Trust
Florida
$407K -$3.99K -20 -1%
CBN
1874
Cadence Bank NA
Texas
$405K -$8.18K -41 -2%
SCI
1875
Stableford Capital II
Arizona
$404K +$6.98K +35 +2%
73 74
75
76 77