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 %
OBGC
876
O'Brien Greene & Co
Pennsylvania
$6.74M -$486K -2,145 -7%
ASN
877
Advisory Services Network
Georgia
$6.73M +$279K +1,231 +4%
GIM
878
Goelzer Investment Management
Indiana
$6.72M -$131K -578 -2%
FQ
879
First Quadrant
California
$6.71M -$68K -300 -1%
RJT
880
Raymond James Trust
Florida
$6.69M -$945K -4,173 -12%
AWA
881
ARS Wealth Advisors
Florida
$6.67M -$245K -1,081 -4%
MCM
882
Manchester Capital Management
Vermont
$6.63M -$170K -749 -2%
BAM
883
Belpointe Asset Management
Nevada
$6.61M +$261K +1,153 +4%
MPW
884
Monterey Private Wealth
California
$6.57M +$6.57M +29,023 New
ECM
885
Evergreen Capital Management
Washington
$6.57M +$384K +1,694 +6%
IPW
886
Inlet Private Wealth
Florida
$6.57M +$397K +1,752 +6%
APA
887
American Portfolios Advisors
New York
$6.57M +$440K +1,942 +7%
AWM
888
Argent Wealth Management
Massachusetts
$6.57M +$6.57M +28,986 New
SFO
889
Stokes Family Office
Louisiana
$6.55M +$6.55M +28,784 New
WC
890
Whitnell & Co
Illinois
$6.55M -$2.72K -12 -0%
ISB
891
Iowa State Bank
Iowa
$6.53M -$163K -718 -2%
CFA
892
Cahill Financial Advisors
Minnesota
$6.52M -$207K -915 -3%
HWA
893
Heritage Wealth Advisors
Virginia
$6.51M +$553K +2,443 +9%
EWA
894
Evolution Wealth Advisors
Florida
$6.5M +$1.08M +4,789 +20%
YL
895
YCG LLC
Texas
$6.48M – – –
WKWM
896
Walter & Keenan Wealth Management
Indiana
$6.43M -$407K -1,798 -6%
FM
897
Family Management
New York
$6.41M +$93.1K +411 +1%
Fiera Capital (Canada)
898
Fiera Capital (Canada)
Quebec, Canada
$6.37M +$134K +590 +2%
SB
899
Simmons Bank
Arkansas
$6.36M -$43.7K -193 -0.7%
VHAM
900
Van Hulzen Asset Management
California
$6.35M -$212K -938 -3%
34 35
36
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