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 %
EWA
626
Exencial Wealth Advisors
Oklahoma
$11.4M +$7.17M +40,157 +169%
LOPW
627
Live Oak Private Wealth
North Carolina
$11.4M +$3.93M +22,034 +53%
GIA
628
Granite Investment Advisors
New Hampshire
$11.4M -$216K -1,210 -2%
AJ
629
Ashburton (Jersey)
Jersey
$11.4M -$710K -3,976 -6%
MI
630
Markston International
New York
$11.3M -$299K -1,673 -3%
AM
631
Account Management
Massachusetts
$11.3M -$11.1M -62,220 -50%
HWA
632
Heritage Wealth Advisors
Virginia
$11.3M +$4.38M +24,510 +63%
NA
633
NewEdge Advisors
Louisiana
$11.3M +$2.5M +13,996 +28%
SF
634
Synovus Financial
Georgia
$11.2M +$790K +4,423 +8%
FSA
635
Franklin Street Advisors
North Carolina
$11.1M +$185K +1,039 +2%
PGIM
636
Pacific Global Investment Management
California
$11.1M -$39.8K -223 -0.4%
FCBT
637
First Citizens Bank & Trust
North Carolina
$11.1M +$1.12M +6,279 +11%
LDFR
638
Lehman & Derafelo Financial Resources
Pennsylvania
$11.1M +$324K +1,817 +3%
Massachusetts Financial Services
639
Massachusetts Financial Services
Massachusetts
$11M -$6.57M -36,800 -37%
AWM
640
Altium Wealth Management
New York
$10.9M -$157K -880 -1%
BFIM
641
Beese Fulmer Investment Management
Ohio
$10.8M -$191K -1,072 -2%
HC
642
Hendley & Co
Ohio
$10.8M -$31.8K -178 -0.3%
HB
643
Homrich & Berg
Georgia
$10.7M +$168K +940 +2%
HHMI
644
Howard Hughes Medical Institute
Maryland
$10.7M – – –
Cerity Partners
645
Cerity Partners
New York
$10.6M +$3.16M +17,675 +42%
ANBT
646
American National Bank & Trust
Texas
$10.5M -$256K -1,434 -2%
SBL
647
Sargent Bickham Lagudis
Colorado
$10.5M +$137K +768 +1%
MIAN
648
Mariner Independent Advisor Network
Kansas
$10.4M +$1.1M +6,209 +12%
CHAM
649
Clear Harbor Asset Management
Connecticut
$10.4M +$2.51M +14,075 +32%
MWM
650
Madison Wealth Management
Ohio
$10.4M -$2.4M -13,471 -19%
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