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 %
SL
2601
Savior LLC
Massachusetts
$51K +$51K +224 New
BCM
2602
Bourgeon Capital Management
Connecticut
$48K – – –
FCT
2603
Family Capital Trust
Massachusetts
$45K – – –
LWA
2604
Lowe Wealth Advisors
Maryland
$45K – – –
VRM
2605
Vectors Research Management
New York
$45K +$45K +198 New
RIA
2606
RPG Investment Advisory
California
$41K – – –
NC
2607
NewSquare Capital
Pennsylvania
$41K +$41K +180 New
MAM
2608
Magellan Asset Management
Australia
$39K – – –
PVH
2609
Psagot Value Holdings
Israel
$39K +$39K +170 New
HWM
2610
Holloway Wealth Management
Florida
$38K -$35K – –
AA
2611
Argent Advisors
Louisiana
$38K +$38K +170 New
SC
2612
Sawyer & Company
Massachusetts
$31K – – –
BCMIO
2613
Beacon Capital Management Inc (Ohio)
Ohio
$28K – – –
AI
2614
ArchPoint Investors
Florida
$28K – – –
SSWG
2615
Seven Springs Wealth Group
Tennessee
$28K +$28K +125 New
JWBC
2616
John W. Brooker & Co
California
$28K +$28K +125 New
IRC
2617
Investors Research Corp
Georgia
$27K – – –
LFA
2618
Lighthouse Financial Advisors
Maryland
$27K +$27K +122 New
BC
2619
Belmont Capital
California
$23K +$23K +100 New
BCM
2620
Birch Capital Management
Texas
$23K +$23K +100 New
RWB
2621
RMR Wealth Builders
New Jersey
$23K +$23K +100 New
TAIM
2622
TD Ameritrade Investment Management
Nebraska
$19K +$8.37K +37 +79%
BCA
2623
Bray Capital Advisors
Florida
$17K – – –
FWM
2624
FSA Wealth Management
Massachusetts
$17K +$17K +73 New
WAM
2625
Wolverine Asset Management
Illinois
$17K +$17K +79 New
103 104
105
106 107