BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,606 hedge funds and large institutions have $167B invested in Berkshire Hathaway Class B in 2020 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 1,052 increasing their positions, 1,115 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,606
Holders Change
-17
Holders Change %
-0.65%
% of All Funds
53.57%
Holding in Top 10
418
Holding in Top 10 Change
-110
Holding in Top 10 Change %
-20.83%
% of All Funds
8.59%
New
137
Increased
1,052
Reduced
1,115
Closed
126
Calls
$3.49B
Puts
$3.35B
Net Calls
+$138M
Net Calls Change
-$897M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.29B
2
HHII
H&H International Investment
California
+$1.21B
3
BlackRock
BlackRock
New York
+$409M
4
Franklin Resources
Franklin Resources
California
+$343M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$229M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.75B
2
PSCM
Pershing Square Capital Management
New York
-$997M
3
Gates Foundation Trust
Gates Foundation Trust
Washington
-$893M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$813M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$457M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
2551
Sycomore Asset Management
France
$70K – – –
RWB
2552
RMR Wealth Builders
New Jersey
$69K +$69K +385 New
SIA
2553
Sit Investment Associates
Minnesota
$64K – – –
FMTCOCP
2554
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$61K – – –
CCMW
2555
Cypress Capital Management (Wyoming)
Wyoming
$59K – – –
RMC
2556
Regis Management Company
California
$58.5K +$9 +5 +0%
VRM
2557
Vectors Research Management
New York
$56K – – –
LGWM
2558
Litman Gregory Wealth Management
California
$54K – – –
AC
2559
Asio Capital
Kentucky
$54K +$54K +300 New
FFC
2560
First Financial Corp
Indiana
$53K -$4.3K -24 -8%
IRC
2561
Investors Research Corp
Georgia
$52K – – –
IWP
2562
IAG Wealth Partners
Wisconsin
$51K +$1.62K +9 +3%
CP
2563
Corbenic Partners
Pennsylvania
$44K -$22.9K -128 -34%
SL
2564
Savior LLC
Massachusetts
$44K +$3.61K +20 +9%
NG
2565
NWK Group
California
$42K +$11K +62 +35%
VEA
2566
Virtus ETF Advisers
New York
$37K +$27.4K +152 +287%
LWA
2567
Lowe Wealth Advisors
Maryland
$36K – – –
MAM
2568
Magellan Asset Management
Australia
$33K – – –
EAM
2569
Erste Asset Management
Austria
$32.1K +$32.1K +180 New
RIA
2570
RPG Investment Advisory
California
$32K – – –
HWM
2571
Holloway Wealth Management
Florida
$31K -$31K – –
IF
2572
Ironwood Financial
Arizona
$28K +$28K +158 New
BC
2573
Belmont Capital
California
$27K +$9K +50 +50%
SC
2574
Sawyer & Company
Massachusetts
$25K – – –
BCMIO
2575
Beacon Capital Management Inc (Ohio)
Ohio
$22K – – –
101 102
103
104 105