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 %
FLII
626
First Long Island Investors
New York
$13.6M +$38.1K +168 +0.3%
LIA
627
LS Investment Advisors
Michigan
$13.4M +$714K +3,151 +6%
AIM
628
Achmea Investment Management
Netherlands
$13.3M -$1.15M -5,093 -8%
JCM
629
Janney Capital Management
Pennsylvania
$13.3M -$298K -1,314 -2%
AWM
630
Altium Wealth Management
New York
$13.3M +$156K +690 +1%
WCM
631
Weik Capital Management
Pennsylvania
$13.2M -$186K -820 -1%
RG
632
Retirement Group
California
$13.2M +$13.2M +58,300 New
SFA
633
Sequoia Financial Advisors
Ohio
$13.2M -$333K -1,471 -2%
LDFR
634
Lehman & Derafelo Financial Resources
Pennsylvania
$13M +$37.4K +165 +0.3%
SBL
635
Sargent Bickham Lagudis
Colorado
$13M +$761K +3,358 +6%
RFA
636
Reilly Financial Advisors
California
$12.9M -$1.27M -5,604 -9%
SFS
637
Sowell Financial Services
Arkansas
$12.9M +$1.21M +5,326 +10%
FG
638
Fiduciary Group
Georgia
$12.8M +$468K +2,067 +4%
PCM
639
Poehling Capital Management
Wisconsin
$12.8M +$200K +885 +2%
HA
640
Heartland Advisors
Wisconsin
$12.8M -$4.09M -18,070 -24%
WAM
641
Wealthspire Advisors (Maryland)
Maryland
$12.8M -$45.1K -199 -0.4%
BG
642
Bahl & Gaynor
Ohio
$12.7M -$219K -969 -2%
FFN
643
Focus Financial Network
Minnesota
$12.7M -$288K -1,271 -2%
PTB
644
Pioneer Trust Bank
Oregon
$12.7M +$382K +1,688 +3%
VFA
645
Voya Financial Advisors
Connecticut
$12.6M -$7.52M -33,328 -37%
CI
646
Cigna Investments
Connecticut
$12.6M -$1.29M -5,759 -9%
IAA
647
Independent Advisor Alliance
North Carolina
$12.6M +$421K +1,860 +3%
CPC
648
Congress Park Capital
New York
$12.5M -$543K -2,397 -4%
BII
649
Bainco International Investors
Massachusetts
$12.5M -$448K -1,980 -3%
SIM
650
Sterling Investment Management
Arizona
$12.5M -$166K -732 -1%
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