BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,169 hedge funds and large institutions have $167B invested in Berkshire Hathaway Class B in 2018 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 893 increasing their positions, 831 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,169
Holders Change
+7
Holders Change %
+0.32%
% of All Funds
49.72%
Holding in Top 10
410
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-8.69%
% of All Funds
9.4%
New
91
Increased
893
Reduced
831
Closed
65
Calls
$2B
Puts
$1.73B
Net Calls
+$271M
Net Calls Change
-$235M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$652M
2
PAG
Private Advisor Group
New Jersey
+$620M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$426M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$348M
5
Norges Bank
Norges Bank
Norway
+$270M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$933M
2
Morgan Stanley
Morgan Stanley
New York
-$524M
3
EVM
Eaton Vance Management
Massachusetts
-$407M
4
Deutsche Bank
Deutsche Bank
Germany
-$366M
5
Ameriprise
Ameriprise
Minnesota
-$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
2051
Montgomery Investment Management
Maryland
$215K – – –
AL
2052
Arnhold LLC
New York
$215K – – –
DIM
2053
DC Investments Management
Virginia
$215K +$215K +1,154 New
PT
2054
Plimoth Trust
Massachusetts
$214K -$11.2K -60 -5%
ACM
2055
AlphaStar Capital Management
North Carolina
$214K +$214K +1,148 New
HA
2056
Harborview Advisors
Maine
$213K -$18.7K -100 -8%
PA
2057
Parkside Advisors
California
$213K – – –
VIA
2058
Vident Investment Advisory
Georgia
$212K +$212K +1,135 New
AFM
2059
Abbot Financial Management
Massachusetts
$210K – – –
JWBC
2060
John W. Bristol & Co
New York
$208K – – –
PAA
2061
Peregrine Asset Advisers
Oregon
$207K – – –
SHA
2062
Seneca House Advisors
Virginia
$206K -$2.8K -15 -1%
BBA
2063
Braun-Bostich & Associates
Pennsylvania
$206K – – –
CAM
2064
Chesapeake Asset Management
New York
$205K – – –
HCM
2065
Harvest Capital Management
New Hampshire
$203K +$2.24K +12 +1%
CF
2066
Copperwynd Financial
Arizona
$202K – – –
FMP
2067
Financial Management Professionals
Texas
$196K -$373 -2 -0.2%
ML
2068
McAdam LLC
Pennsylvania
$186K +$12.7K +68 +7%
DWA
2069
Divergent Wealth Advisors
Utah
$183K – – –
WOC
2070
West Oak Capital
California
$178K -$121K -650 -40%
IF
2071
Ironwood Financial
Arizona
$178K – – –
ME
2072
McIlrath & Eck
Washington
$175K -$41.9K -224 -19%
SJIM
2073
St. Johns Investment Management
Florida
$174K -$9.35K -50 -5%
BG
2074
Bollard Group
Massachusetts
$168K – – –
GEA
2075
Glen Eagle Advisors
New Jersey
$168K +$18.7K +100 +13%
81 82
83
84 85