BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,394 hedge funds and large institutions have $187B invested in Berkshire Hathaway Class B in 2018 Q4 according to their latest regulatory filings, with 285 funds opening new positions, 972 increasing their positions, 809 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,394
Holders Change
+180
Holders Change %
+8.13%
% of All Funds
53.43%
Holding in Top 10
539
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+20.04%
% of All Funds
12.03%
New
285
Increased
972
Reduced
809
Closed
82
Calls
$3.71B
Puts
$2.03B
Net Calls
+$1.68B
Net Calls Change
+$500M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$934M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$804M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$801M
4
BlackRock
BlackRock
New York
+$606M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$447M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.02B
2
Deutsche Bank
Deutsche Bank
Germany
-$522M
3
State Street
State Street
Massachusetts
-$508M
4
CWM
Cornerstone Wealth Management
Missouri
-$338M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
2351
Glenmede Trust
Pennsylvania
$52.6K +$1.53K +7,491 +3%
CGT
2352
Capital Guardian Trust
California
$52K -$80.5K -395 -61%
AW
2353
Alpha Windward
Massachusetts
$51K -$1.22K -6 -2%
NC
2354
NewSquare Capital
Pennsylvania
$49K – – –
CWA
2355
Clarus Wealth Advisors
Arizona
$49K – – –
NSG
2356
Nalls Sherbakoff Group
Tennessee
$49K +$49K +240 New
TODC
2357
Trustees of Dartmouth College
New Hampshire
$48K – – –
CAM
2358
Cacti Asset Management
Georgia
$41K – – –
LWA
2359
Lowe Wealth Advisors
Maryland
$41K – – –
SFPIA
2360
Stevens First Principles Investment Advisors
California
$37K – – –
RIA
2361
RPG Investment Advisory
California
$37K – – –
QCIG
2362
Quad-Cities Investment Group
Iowa
$35K – – –
PVH
2363
Psagot Value Holdings
Israel
$35K +$35K +170 New
HWM
2364
Holloway Wealth Management
Florida
$33K -$36K – –
MIFH
2365
Migdal Insurance & Financial Holdings
Israel
$32K -$4.31M -20,854 -99%
CAGAS
2366
Capital Advisory Group Advisory Services
Minnesota
$32K +$19.3K +94 +152%
TFA
2367
Toth Financial Advisory
Virginia
$31K – – –
EI
2368
Ellevest Inc
New York
$31K +$31K +150 New
AMCA
2369
Arthur M. Cohen & Associates
Illinois
$28.2K – – –
SC
2370
Sawyer & Company
Massachusetts
$28K -$5.04K -25 -15%
AI
2371
ArchPoint Investors
Florida
$26K -$20.8K -100 -44%
FGC
2372
Financial Gravity Companies
Texas
$23K +$23K +111 New
FC
2373
Fiduciary Counselling
Minnesota
$21K +$21K +101 New
ED
2374
Exane Derivatives
France
$14.3K – – –
TWM
2375
Titus Wealth Management
California
$10.8K +$1.99K +4,204 +23%
93 94
95
96 97