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 %
SWM
776
Stockman Wealth Management
Montana
$8.84M +$96.9K +428 +1%
HIC
777
Hartline Investment Corp
Illinois
$8.83M +$2.64M +11,649 +43%
PWLP
778
Prio Wealth Limited Partnership
Massachusetts
$8.72M +$1.93M +8,502 +28%
SC
779
Sepio Capital
Utah
$8.69M +$29.2K +129 +0.3%
HPWM
780
Highland Private Wealth Management
Washington
$8.68M +$7.12M +31,414 +455%
CEP
781
Chicago Equity Partners
Illinois
$8.61M -$3.26M -14,390 -27%
LNWWM
782
Laird Norton Wetherby Wealth Management
California
$8.59M -$583K -2,576 -6%
HKIM
783
Hayek Kallen Investment Management
Alabama
$8.58M -$169K -745 -2%
DDC
784
DF Dent & Co
Maryland
$8.58M -$81.8K -361 -0.9%
CC
785
Cipher Capital
New York
$8.55M +$8.55M +37,744 New
SFS
786
Summit Financial Strategies
Ohio
$8.55M -$242K -1,067 -3%
PFM
787
Patton Fund Management
Texas
$8.54M +$43.5K +192 +0.5%
MCP
788
Mirador Capital Partners
California
$8.54M +$2.25M +9,955 +36%
NAMP
789
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.52M -$788K -3,481 -8%
RTS
790
Round Table Services
New Jersey
$8.47M -$185K -819 -2%
ODCM
791
Old Dominion Capital Management
Virginia
$8.45M -$18.1K -80 -0.2%
Cerity Partners
792
Cerity Partners
New York
$8.43M +$347K +1,532 +4%
FANJ
793
Financial Architects (New Jersey)
New Jersey
$8.43M -$140K -620 -2%
AWA
794
Arete Wealth Advisors
Illinois
$8.42M +$394K +1,739 +5%
CPA
795
Clear Perspective Advisors
Illinois
$8.41M -$386K -1,706 -4%
PAIM
796
Punch & Associates Investment Management
Minnesota
$8.4M -$162K -715 -2%
ATC
797
Argent Trust Co
Tennessee
$8.36M +$220K +972 +3%
PIA
798
Piedmont Investment Advisors
North Carolina
$8.34M -$6.58M -29,056 -44%
GCM
799
Grisanti Capital Management
New York
$8.32M -$117K -518 -1%
FFWA
800
FRG Family Wealth Advisors
Washington
$8.3M -$148K -655 -2%
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