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 %
DPI
2101
Diversified Portfolios Inc
Michigan
$363K +$52.2K +260 +17%
HBT
2102
Hills Bank & Trust
Iowa
$363K +$66.6K +331 +22%
DLCIG
2103
D.L. Carlson Investment Group
New Hampshire
$362K -$12.1K -60 -3%
RWA
2104
Redhawk Wealth Advisors
Minnesota
$362K – – –
BWM
2105
BigSur Wealth Management
Florida
$361K +$361K +1,796 New
IWS
2106
Insight Wealth Strategies
California
$360K +$2.61K +13 +0.7%
MFT
2107
Moisand Fitzgerald Tamayo
Florida
$358K – – –
CWM
2108
Cahaba Wealth Management
Georgia
$357K -$4.21K -21 -1%
SAS
2109
Stelac Advisory Services
New York
$355K – – –
State Farm Mutual Automobile Insurance
2110
State Farm Mutual Automobile Insurance
Illinois
$354K – – –
CCP
2111
Clarkston Capital Partners
Michigan
$354K – – –
TF
2112
Trek Financial
Arizona
$354K +$20.1K +100 +6%
CC
2113
Colrain Capital
Massachusetts
$352K – – –
MCIA
2114
Mountain Capital Investment Advisors
Colorado
$351K -$4.62K -23 -1%
MSWMA
2115
Market Street Wealth Management Advisors
Indiana
$349K – – –
VFP
2116
Verus Financial Partners
Virginia
$347K -$13.1K -65 -4%
JWBC
2117
John W. Bristol & Co
New York
$347K – – –
PPW
2118
Pasadena Private Wealth
California
$345K +$345K +1,716 New
VIM
2119
Vista Investment Management
Pennsylvania
$344K +$13.7K +68 +4%
BCA
2120
Bray Capital Advisors
Florida
$344K +$15.3K +76 +5%
HIM
2121
Hanlon Investment Management
New Jersey
$341K +$341K +1,698 New
JIM
2122
Jupiter Investment Management
United Kingdom
$341K +$341K +1,700 New
PWPS
2123
Pinnacle Wealth Planning Services
Ohio
$340K -$56.6K -282 -14%
IOOF
2124
Independent Order of Foresters
Ontario, Canada
$340K – – –
C
2125
Cerebellum
California
$339K +$339K +1,688 New
83 84
85
86 87