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 %
PP
1126
Paloma Partners
Connecticut
$3.72M +$3.03M +13,396 +446%
MIM
1127
Moseley Investment Management
Florida
$3.7M +$128K +563 +4%
FGP
1128
Foyston, Gordon, & Payne
Ontario, Canada
$3.7M – – –
TPA
1129
Trivium Point Advisory
Connecticut
$3.7M +$10.2K +45 +0.3%
CT
1130
Chicago Trust
Illinois
$3.7M -$76.1K -336 -2%
FCM
1131
Fairholme Capital Management
Florida
$3.69M -$44.2K -195 -1%
PK
1132
Pflug Koory
Nebraska
$3.69M -$10.6K -47 -0.3%
1SB
1133
1ST Source Bank
Indiana
$3.69M +$56.6K +250 +2%
TCM
1134
Traynor Capital Management
Pennsylvania
$3.68M +$196K +864 +6%
CWM
1135
CMH Wealth Management
New Hampshire
$3.68M +$56.6K +250 +2%
ICOM
1136
Investment Counselors of Maryland
Maryland
$3.68M -$28.3K -125 -0.8%
PIC
1137
Portland Investment Counsel
Ontario, Canada
$3.67M -$22.8K -100 -0.6%
PWM
1138
Perigon Wealth Management
California
$3.67M +$313K +1,377 +9%
WG
1139
Watchman Group
Texas
$3.66M +$3.66M +16,175 New
AP
1140
Arlington Partners
Alabama
$3.66M +$887K +3,917 +32%
RIA
1141
Realta Investment Advisors
Delaware
$3.66M +$252K +1,144 +7%
DI
1142
DAGCO Inc
Ohio
$3.66M +$22.7K +100 +0.6%
KFA
1143
Kelleher Financial Advisors
New York
$3.66M +$204K +900 +6%
NFG
1144
Nations Financial Group
Iowa
$3.65M -$160K -705 -4%
EVM
1145
Evelyn V. Moreno
$3.65M -$186K -820 -5%
LSAG
1146
Lake Street Advisors Group
New Hampshire
$3.62M +$46.9K +207 +1%
WAS
1147
Wealth Advisory Solutions
Indiana
$3.6M +$3.6M +15,910 New
JC
1148
Jacobs & Co
California
$3.6M +$281K +1,240 +8%
SRC
1149
Stone Run Capital
New York
$3.6M – – –
HCA
1150
Hyperion Capital Advisors
New York
$3.6M +$3.6M +15,876 New
44 45
46
47 48