BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,648 hedge funds and large institutions have $214B invested in Berkshire Hathaway Class B in 2019 Q4 according to their latest regulatory filings, with 354 funds opening new positions, 943 increasing their positions, 976 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,648
Holders Change
+235
Holders Change %
+9.74%
% of All Funds
52.29%
Holding in Top 10
495
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+12.76%
% of All Funds
9.77%
New
354
Increased
943
Reduced
976
Closed
79
Calls
$3.71B
Puts
$2.67B
Net Calls
+$1.05B
Net Calls Change
+$754M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.11B
2
Goldman Sachs
Goldman Sachs
New York
+$427M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$368M
4
GQG Partners
GQG Partners
Florida
+$230M
5
Barclays
Barclays
United Kingdom
+$219M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.13B
2
HighTower Advisors
HighTower Advisors
Illinois
-$281M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$262M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$234M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBA
2476
Braun-Bostich & Associates
Pennsylvania
$238K – – –
LBA
2477
Lowell Blake & Associates
Massachusetts
$238K +$238K +1,050 New
IWP
2478
Insight Wealth Partners
Texas
$238K +$238K +1,051 New
TF
2479
TRH Financial
Iowa
$238K +$238K +1,052 New
CB
2480
CNB Bank
Pennsylvania
$235K -$22.6K -100 -9%
DW
2481
Domani Wealth
Pennsylvania
$234K – – –
DA
2482
Dillon & Associates
Michigan
$234K – – –
SSWM
2483
Sheets Smith Wealth Management
North Carolina
$234K – – –
RC
2484
Rovin Capital
Arizona
$232K +$232K +1,023 New
AFM
2485
Andesa Financial Management
Pennsylvania
$231K – – –
CIA
2486
Compass Ion Advisors
Pennsylvania
$230K +$230K +1,014 New
CCA
2487
Clearwater Capital Advisors
Illinois
$229K -$25K -110 -10%
SWIG
2488
Strategic Wealth Investment Group
Kentucky
$228K +$228K +1,005 New
HFM
2489
Hartford Financial Management
Connecticut
$227K – – –
HIM
2490
Hillsdale Investment Management
Ontario, Canada
$227K – – –
IBOK
2491
Independence Bank of Kentucky
Kentucky
$227K +$90.8K +400 +67%
MG
2492
Meritage Group
California
$227K +$227K +1,000 New
SDJVC
2493
St. Denis J. Villere & Co
Louisiana
$226K +$226K +1,000 New
BWL
2494
Bogart Wealth LLC
Virginia
$225K – – –
PP
2495
PrairieView Partners
Minnesota
$224K – – –
EWF
2496
Epstein & White Financial
California
$223K -$4.77K -21 -2%
DACG
2497
Donor Advised Charitable Giving
California
$222K -$226K -1,000 -50%
MAM
2498
Morse Asset Management
Connecticut
$220K +$220K +970 New
EIG
2499
Ellenbecker Investment Group
Wisconsin
$219K -$28.4K -125 -11%
SFC
2500
SYM Financial Corp
Indiana
$219K -$11.3K -50 -5%
98 99
100
101 102