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 %
OFS
2326
Orrstown Financial Services
Pennsylvania
$151K +$151K +750 New
FA
2327
Financial Advantage
Maryland
$150K – – –
LPWM
2328
Lake Point Wealth Management
Texas
$145K -$28.2K -132 -16%
KFS
2329
Kelly Financial Services
Massachusetts
$144K +$144K +718 New
WPW
2330
Winthrop Partners - WNY
New York
$144K -$10.3K -50 -7%
AIM
2331
Arcadia Investment Management
Michigan
$143K -$239K -1,186 -63%
IBOK
2332
Independence Bank of Kentucky
Kentucky
$141K – – –
CWM
2333
Cedar Wealth Management
California
$139K -$64.3K -319 -32%
PFGIA
2334
Patriot Financial Group Insurance Agency
Massachusetts
$134K +$72.6K +362 +118%
MIM
2335
Macroview Investment Management
Maryland
$131K – – –
JWM
2336
Janiczek Wealth Management
Colorado
$129K -$7.61K -38 -6%
SGAM
2337
Smith Group Asset Management
Texas
$129K -$4.02K -20 -3%
GCM
2338
Gables Capital Management
Florida
$126K – – –
TFGT
2339
TS Financial Group (TSFG)
Illinois
$124K +$124K +616 New
EAM
2340
Erste Asset Management
Austria
$123K -$56.2K -280 -31%
FRA
2341
Front Row Advisors
California
$120K – – –
LFG
2342
LifePlan Financial Group
Ohio
$114K – – –
IDBONY
2343
Israel Discount Bank of New York
New York
$113K – – –
HIM
2344
Hillsdale Investment Management
Ontario, Canada
$112K +$112K +560 New
BEI
2345
Benjamin Edwards Inc
Missouri
$111K +$111K +555 New
WA
2346
WP Advisors
California
$103K -$635 -316 -0.6%
CRM
2347
Cramer Rosenthal McGlynn
Connecticut
$100K – – –
TI
2348
Truehand Inc
New Hampshire
$100K – – –
PR
2349
Payden & Rygel
California
$100K – – –
FMTCOCP
2350
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$99K +$24.5K +122 +33%
92 93
94
95 96