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 %
PW
2501
Peninsula Wealth
California
$217K +$217K +957 New
BEC
2502
Blue Edge Capital
Virginia
$216K +$216K +954 New
WOC
2503
West Oak Capital
California
$216K – – –
CMO
2504
Covenant Multifamily Offices
Texas
$216K +$216K +952 New
PHAM
2505
Palisades Hudson Asset Management
Florida
$216K +$216K +955 New
GWMIA
2506
Global Wealth Management Investment Advisory
Florida
$215K -$7.47K -33 -3%
CAM
2507
Cacti Asset Management
Georgia
$215K – – –
VWM
2508
Valley Wealth Managers
New Jersey
$214K +$214K +942 New
CM
2509
Capital Management
Virginia
$214K +$214K +943 New
EARNEST Partners
2510
EARNEST Partners
Georgia
$211K +$4.31K +19 +2%
OR
2511
Olympiad Research
Connecticut
$210K +$210K +927 New
PA
2512
Planning Alternatives
Michigan
$210K +$210K +930 New
EPA
2513
Element Pointe Advisors
Florida
$206K +$206K +911 New
BG
2514
Bollard Group
Massachusetts
$204K -$90.3K -399 -31%
LC
2515
Loews Corp
New York
$204K -$79.3K -350 -28%
EMB
2516
Elefante Mark B
$204K -$22.7K -100 -10%
SJIM
2517
St. Johns Investment Management
Florida
$204K -$4.53K -20 -2%
ASA
2518
Armstrong Shaw Associates
Connecticut
$204K +$204K +900 New
JSA
2519
Jacobson & Schmitt Advisors
Wisconsin
$204K +$204K +900 New
IAS
2520
Investment Advisory Services
Texas
$204K +$204K +900 New
DLG
2521
Daniel L. Goodwin
$204K +$204K +900 New
CFC
2522
Coyle Financial Counsel
Illinois
$203K +$203K +895 New
TAM
2523
Trust Asset Management
Texas
$203K +$203K +897 New
PD
2524
Planning Directions
Pennsylvania
$203K +$203K +898 New
SFWA
2525
Summit Financial Wealth Advisors
Louisiana
$203K +$203K +913 New
99 100
101
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