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 %
TFGT
2551
TS Financial Group (TSFG)
Illinois
$144K +$4.53K +20 +3%
GCM
2552
Gables Capital Management
Florida
$142K – – –
FRA
2553
Front Row Advisors
California
$139K -$227 -1 -0.2%
SAM
2554
Sycomore Asset Management
France
$135K – – –
FWM
2555
Filbrandt Wealth Management
Wisconsin
$135K +$135K +600 New
RFM
2556
Royal Fund Management
Florida
$134K +$22.6K +100 +20%
CIM
2557
Contravisory Investment Management
Massachusetts
$132K +$15.8K +70 +14%
LFG
2558
LifePlan Financial Group
Ohio
$131K +$12.4K +55 +10%
CA
2559
Centerpoint Advisors
Massachusetts
$130K -$46.3K -205 -26%
BEI
2560
Benjamin Edwards Inc
Missouri
$126K – – –
KBFS
2561
Kohmann Bosshard Financial Services
Ohio
$125K – – –
GC
2562
Grace Capital
Massachusetts
$124K +$45.2K +200 +57%
CRM
2563
Cramer Rosenthal McGlynn
Connecticut
$113K – – –
TI
2564
Truehand Inc
New Hampshire
$113K – – –
CIR
2565
Clear Investment Research
Georgia
$113K +$108K +480 +2,400%
PR
2566
Payden & Rygel
California
$112K – – –
RCG
2567
Ruggie Capital Group
Florida
$109K -$1.32M -5,806 -92%
FFC
2568
First Financial Corp
Indiana
$104K – – –
HWM
2569
HighMark Wealth Management
Minnesota
$104K +$104K +463 New
APW
2570
Acima Private Wealth
Virginia
$103K – – –
SFG
2571
Sowa Financial Group
Rhode Island
$102K +$102K +450 New
CIS
2572
Capital International Sarl
California
$101K +$101K +444 New
TT
2573
TI-Trust
Illinois
$100K +$100K +442 New
CWA
2574
Capital Wealth Alliance
Arizona
$100K +$100K +444 New
CP
2575
Corbenic Partners
Pennsylvania
$99K +$99K +439 New
101 102
103
104 105