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 %
BCM
1001
Beddow Capital Management
Wyoming
$4.96M -$267K -1,180 -5%
AIIMS
1002
Analyst IMS Investment Management Services
Israel
$4.96M -$110K -485 -2%
WAS
1003
Winch Advisory Services
Wisconsin
$4.95M +$83.1K +367 +2%
WA
1004
Wealth Architects
California
$4.94M -$67.5K -298 -1%
IWM
1005
IHT Wealth Management
Illinois
$4.93M +$549K +2,426 +13%
CHA
1006
Carmichael Hill & Associates
Maryland
$4.93M -$78.6K -347 -2%
JAM
1007
Jolley Asset Management
North Carolina
$4.92M -$339K -1,495 -6%
FFA
1008
Fragasso Financial Advisors
Pennsylvania
$4.85M +$240K +1,061 +5%
PV
1009
Private Vista
Illinois
$4.84M -$418K -1,846 -8%
BRM
1010
Boston Research & Management
Massachusetts
$4.84M -$63.4K -280 -1%
FB
1011
Fulton Bank
Pennsylvania
$4.82M -$62.1K -274 -1%
GC
1012
Grimes & Company
Massachusetts
$4.76M +$208K +920 +5%
BP
1013
Ballentine Partners
Massachusetts
$4.75M -$430K -1,897 -8%
GIC
1014
Gantzert Investment Company
Illinois
$4.74M +$117K +515 +3%
NC
1015
NovaPoint Capital
Georgia
$4.73M +$4.73M +20,864 New
SCA
1016
Snowden Capital Advisors
New York
$4.72M +$653K +2,882 +16%
CCT
1017
Chemung Canal Trust
New York
$4.72M +$27K +119 +0.6%
HTC
1018
Haverford Trust Company
Pennsylvania
$4.72M -$7.02K -31 -0.1%
HIMC
1019
Heritage Investors Management Corp
Maryland
$4.71M -$27.9K -123 -0.6%
NB
1020
NBT Bank
New York
$4.7M +$202K +891 +4%
MWM
1021
Marietta Wealth Management
Georgia
$4.69M +$130K +572 +3%
CCFCSB
1022
Cape Cod Five Cents Savings Bank
Massachusetts
$4.69M -$343K -1,514 -7%
PAM
1023
Paradigm Asset Management
New York
$4.69M +$306K +1,350 +7%
APW
1024
Aurora Private Wealth
New Jersey
$4.67M +$4.67M +20,623 New
WB
1025
WesBanco Bank
West Virginia
$4.64M -$29.4K -130 -0.6%
39 40
41
42 43