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 %
WAM
2151
Wolverine Asset Management
Illinois
$14K – – –
ED
2152
Exane Derivatives
France
$13.8K -$189 -1 -1%
OFS
2153
Orrstown Financial Services
Pennsylvania
$9K – – –
PMG
2154
ProVise Management Group
Florida
$6.17K -$65 -350 -1%
C
2155
Cerebellum
California
$6K -$126K -691 -95%
NA
2156
NewEdge Advisors
Louisiana
$5.67K +$1.06K +5,641 +23%
HS
2157
Horan Securities
United States
$5K – – –
TAIM
2158
TD Ameritrade Investment Management
Nebraska
$4K +$4K +22 New
CAGAS
2159
Capital Advisory Group Advisory Services
Minnesota
$3K – – –
AA
2160
Altman Advisors
Illinois
$2.1K +$2.1K +8,778 New
CAM
2161
ClariVest Asset Management
California
$2K – – –
WCM
2162
Wealthcare Capital Management
Virginia
$2K – – –
FA
2163
Fortis Advisors
Pennsylvania
$2K – – –
NDSI
2164
Newman Dignan & Sheerar Inc
Rhode Island
$1.61K -$6 -31 -0.4%
SHCM
2165
Silver Heights Capital Management
Ontario, Canada
$1K – – –
AFNAS
2166
American Financial Network Advisory Services
California
$625 – – –
CI
2167
Cowen Inc
New York
$187 +$187 +1,000 New
FRA
2168
Front Row Advisors
California
$114 +$7 +37 +7%
GCM
2169
Gladius Capital Management
Illinois
$103 +$103 +550 New
Balyasny Asset Management
2170
Balyasny Asset Management
Illinois
– -$57.3M -287,137 Closed
STA
2171
Summit Trail Advisors
New York
– -$5.73M -40,021 Closed
AC
2172
Addenda Capital
Quebec, Canada
– -$6.16M -30,867 Closed
CIM
2173
Contrarius Investment Management
Jersey
– -$5.79M -29,029 Closed
EOJOAM
2174
E. Ohman J:or Asset Management
Sweden
– -$5.71M -28,600 Closed
KC
2175
Kepos Capital
New York
– -$5.18M -25,979 Closed
85 86
87
88 89