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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 %
AIM
2701
Axiom Investment Management
New York
– -$517K -2,512 Closed
IA
2702
Independence Advisors
Pennsylvania
– -$465K -2,237 Closed
AIA
2703
Angeles Investment Advisors
California
– -$437K -2,103 Closed
QFA
2704
Quattro Financial Advisors
Texas
– -$415K -2,010 Closed
RL
2705
Ruffer LLP
United Kingdom
– -$416K -2,000 Closed
XWM
2706
Xcel Wealth Management
Florida
– -$408K -1,962 Closed
CC
2707
Centiva Capital
New York
– -$374K -1,797 Closed
KIM
2708
Karpus Investment Management
New York
– -$334K -1,605 Closed
QCM
2709
Quantinno Capital Management
New York
– -$290K -1,396 Closed
WFWM
2710
Wechter Feldman Wealth Management
New Jersey
– -$278K -1,337 Closed
CWM
2711
Capital Wealth Management
Rhode Island
– -$275K -1,322 Closed
LFS
2712
Lutz Financial Services
Nebraska
– -$270K -1,300 Closed
NG
2713
NatWest Group
United Kingdom
– -$266K -1,277 Closed
JC
2714
Jentner Corp
Ohio
– -$250K -1,203 Closed
GAG
2715
GM Advisory Group
New York
– -$248K -1,191 Closed
BCM
2716
Bluefin Capital Management
New York
– -$241K -1,159 Closed
HCM
2717
Howard Capital Management
Georgia
– -$228K -1,100 Closed
HPC
2718
Hobart Private Capital
North Carolina
– -$217K -1,044 Closed
BAM
2719
Bruderman Asset Management
New York
– -$230K -1,041 Closed
BWCS
2720
Beirne Wealth Consulting Services
Connecticut
– -$211K -1,016 Closed
LFA
2721
Landmark Financial Advisors
Kentucky
– -$203K -980 Closed
PI
2722
Parkside Investments
Illinois
– -$200K -962 Closed
OFS
2723
OneAscent Financial Services
Alabama
– -$203K -916 Closed
TA
2724
Thor Advisors
New York
– -$94K -450 Closed
SFM
2725
Systematic Financial Management
New Jersey
– -$91K -436 Closed
106 107 108
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