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 %
TFO
2201
Tarbox Family Office
California
$274K -$402 -2 -0.1%
SAM
2202
Strategy Asset Managers
California
$273K +$273K +1,361 New
HFS
2203
Howard Financial Services
Texas
$272K – – –
PCA
2204
Private Capital Advisors
Connecticut
$271K +$10K +50 +4%
IIM
2205
Ipswich Investment Management
Massachusetts
$271K +$130K +650 +93%
GGHC
2206
Gilder Gagnon Howe & Co
New York
$271K +$271K +1,351 New
WFWM
2207
Wechter Feldman Wealth Management
New Jersey
$269K – – –
WPC
2208
White Pine Capital
Minnesota
$268K – – –
TCPWM
2209
Traverso Chambers Private Wealth Management
California
$267K – – –
CWM
2210
Capital Wealth Management
Rhode Island
$266K – – –
LWA
2211
Lenox Wealth Advisors
New York
$265K -$107K -532 -29%
TST
2212
Tech Square Trading
Massachusetts
$265K +$265K +1,317 New
CWM
2213
Concentrum Wealth Management
California
$264K +$23.3K +116 +10%
LFG
2214
Larson Financial Group
Missouri
$263K +$19.5K +97 +8%
SAM
2215
Stansberry Asset Management
Texas
$262K -$22.9K -114 -8%
OPTFSNA
2216
Old Point Trust & Financial Services N A
Virginia
$262K – – –
BCP
2217
Blackhawk Capital Partners
Wisconsin
$262K +$262K +1,304 New
HCM
2218
HM Capital Management
Missouri
$261K – – –
BIM
2219
Bridgecreek Investment Management
Oklahoma
$261K – – –
BG
2220
Bollard Group
Massachusetts
$261K – – –
BFG
2221
Barber Financial Group
Kansas
$260K – – –
GA
2222
Gateway Advisory
New Jersey
$259K – – –
PCA
2223
Peddock Capital Advisors
Massachusetts
$253K – – –
CM
2224
Cornerstone Management
Georgia
$253K -$29.7K -148 -11%
SCM
2225
Stonebridge Capital Management
California
$251K -$2.08M -10,340 -89%
87 88
89
90 91