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 %
FHA
1051
First Horizon Advisors
Tennessee
$4.41M +$16.8K +74 +0.4%
AAF
1052
Andra AP-fonden
Sweden
$4.37M +$294K +1,300 +7%
RBA
1053
Richard Bernstein Advisors
New York
$4.36M -$2.5M -11,030 -36%
SA
1054
Strategic Advisors
New York
$4.35M -$115K -509 -3%
DLA
1055
Douglas Lane & Associates
New York
$4.35M -$159K -700 -4%
PIMG
1056
Patriot Investment Management Group
Tennessee
$4.34M +$83.3K +368 +2%
PWP
1057
Principle Wealth Partners
Connecticut
$4.34M -$51K -225 -1%
ACM
1058
Azimuth Capital Management
Michigan
$4.33M -$43.7K -193 -1%
XSC
1059
X-Square Capital
Puerto Rico
$4.33M +$23.6K +104 +0.5%
AC
1060
Alley Company
Illinois
$4.32M +$15K +66 +0.3%
CFFP
1061
Center for Financial Planning
Michigan
$4.32M +$4.32M +19,061 New
NFG
1062
Noven Financial Group
Colorado
$4.31M +$29.2K +129 +0.7%
SCM
1063
Shelton Capital Management
Colorado
$4.3M -$350K -1,544 -8%
CCM
1064
Compton Capital Management
Rhode Island
$4.24M -$56.6K -250 -1%
CCM
1065
Corsair Capital Management
New York
$4.23M +$81.8K +361 +2%
MAM
1066
Martingale Asset Management
Massachusetts
$4.23M -$1.47M -6,490 -26%
SWM
1067
Strategic Wealth Management
Washington
$4.22M – – –
LWAC
1068
Laurel Wealth Advisors (California)
California
$4.2M -$868K -3,832 -17%
JIC
1069
Joel Isaacson & Co
New York
$4.19M -$233K -1,030 -5%
SW
1070
SlateStone Wealth
Florida
$4.19M +$196K +866 +5%
PA
1071
Perennial Advisors
New York
$4.17M -$82.2K -363 -2%
LNB
1072
Ledyard National Bank
$4.17M +$211K +930 +5%
FHC
1073
First Heartland Consultants
Missouri
$4.17M -$116K -510 -3%
GW
1074
GW & Wade
Massachusetts
$4.15M +$150K +663 +4%
LA
1075
LexAurum Advisors
Kansas
$4.15M +$157K +693 +4%
41 42
43
44 45