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 %
SLA
1026
Silver Lake Advisory
Utah
$4.62M +$358K +1,580 +8%
FA
1027
Fagan Associates
New York
$4.59M +$98.5K +435 +2%
QCMNJ
1028
Quantum Capital Management (New Jersey)
New Jersey
$4.58M +$127K +560 +3%
TFS
1029
Thoroughbred Financial Services
Tennessee
$4.58M -$139K -614 -3%
BC
1030
Blackhill Capital
New Jersey
$4.58M -$2.27K -10 -0%
TW
1031
Transform Wealth
Colorado
$4.56M -$50.5K -223 -1%
BA
1032
Bristlecone Advisors
Washington
$4.55M +$166K +731 +4%
MOS
1033
MGO One Seven
Ohio
$4.55M -$56.6K -250 -1%
AAM
1034
AR Asset Management
California
$4.53M – – –
GIA
1035
GHP Investment Advisors
Colorado
$4.53M +$172K +761 +4%
SACTSONJ
1036
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.53M – – –
NC
1037
Naman Capital
Brazil
$4.53M – – –
BOS
1038
Bingham Osborn & Scarborough
California
$4.53M +$67.9K +300 +2%
MPM
1039
Meritage Portfolio Management
Kansas
$4.52M -$71.1K -314 -2%
MAFM
1040
Mid Atlantic Financial Management
Pennsylvania
$4.51M +$226 +1 +0%
CRC
1041
Curi RMB Capital
Illinois
$4.5M -$253K -1,118 -5%
BIMC
1042
Benson Investment Management Company
Virginia
$4.49M +$61.1K +270 +1%
TBA
1043
Tower Bridge Advisors
Pennsylvania
$4.49M +$256K +1,129 +6%
ACP
1044
Aviance Capital Partners
Florida
$4.44M -$210K -927 -5%
VVP
1045
Venture Visionary Partners
Ohio
$4.43M +$4.43M +19,560 New
WGCA
1046
Wolf Group Capital Advisors
Virginia
$4.43M +$46.4K +205 +1%
PIA
1047
Perennial Investment Advisors
California
$4.42M +$4.42M +19,530 New
CIA
1048
Capital Investment Advisors
Georgia
$4.42M +$23.6K +104 +0.5%
TIM
1049
Tortoise Investment Management
New York
$4.41M +$13.8K +61 +0.3%
RHFI
1050
Reilly Herbert Faulkner III
$4.41M +$146K +646 +3%
40 41
42
43 44