BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,214 hedge funds and large institutions have $193B invested in Berkshire Hathaway Class B in 2018 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 894 increasing their positions, 839 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,214
Holders Change
+45
Holders Change %
+2.07%
% of All Funds
50.7%
Holding in Top 10
449
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+9.51%
% of All Funds
10.28%
New
126
Increased
894
Reduced
839
Closed
64
Calls
$3.05B
Puts
$1.87B
Net Calls
+$1.18B
Net Calls Change
+$906M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.82B
2
Capital International Investors
Capital International Investors
California
+$820M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$650M
4
State Street
State Street
Massachusetts
+$535M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$513M

Top Sellers

1
HAG
HighPoint Advisor Group
Illinois
-$7.54B
2
PAG
Private Advisor Group
New Jersey
-$691M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$638M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$610M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$480M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
2051
Arnhold LLC
New York
$246K – – –
FPIS
2052
Financial Planning & Information Services
Wisconsin
$245K -$38.5K -180 -14%
HA
2053
Harborview Advisors
Maine
$244K – – –
PA
2054
Parkside Advisors
California
$244K – – –
FRM
2055
Fox Run Management
Connecticut
$241K -$217K -1,014 -47%
AFM
2056
Abbot Financial Management
Massachusetts
$241K – – –
ACM
2057
AlphaStar Capital Management
North Carolina
$240K -$5.34K -25 -2%
JWBC
2058
John W. Bristol & Co
New York
$239K – – –
BBA
2059
Braun-Bostich & Associates
Pennsylvania
$236K – – –
PAA
2060
Peregrine Asset Advisers
Oregon
$236K +$12.9K +60 +6%
CCM
2061
Carderock Capital Management
Maryland
$235K +$235K +1,098 New
CF
2062
Copperwynd Financial
Arizona
$232K – – –
SHA
2063
Seneca House Advisors
Virginia
$231K -$6.01K -28 -3%
HCM
2064
Harvest Capital Management
New Hampshire
$230K -$2.57K -12 -1%
IAMOG
2065
Investors Asset Management of Georgia
Georgia
$226K +$226K +1,055 New
FMP
2066
Financial Management Professionals
Texas
$225K – – –
CWM
2067
Connecticut Wealth Management
Connecticut
$225K +$225K +1,047 New
MFG
2068
Monte Financial Group
Connecticut
$225K +$225K +1,049 New
DWM
2069
Dorchester Wealth Management
Quebec, Canada
$225K +$225K +1,049 New
GA
2070
Geller Advisors
New York
$225K +$225K +1,050 New
CIS
2071
Connors Investor Services
Pennsylvania
$225K +$225K +1,050 New
WCWM
2072
Wooster Corthell Wealth Management
Connecticut
$225K +$225K +1,052 New
CWA
2073
Cypress Wealth Advisors
California
$221K +$221K +1,030 New
SSWM
2074
Sheets Smith Wealth Management
North Carolina
$220K +$220K +1,026 New
SAM
2075
Strategy Asset Managers
California
$219K +$219K +1,022 New
81 82
83
84 85