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 %
BFA
1251
Bragg Financial Advisors
North Carolina
$2.91M +$280K +1,235 +11%
CWM
1252
Cornerstone Wealth Management
Missouri
$2.9M -$94.2K -416 -3%
IIM
1253
Intact Investment Management
Quebec, Canada
$2.9M +$1.56M +6,900 +117%
TF
1254
Tompkins Financial
New York
$2.89M +$86.3K +381 +3%
FDS
1255
Freedom Day Solutions
Texas
$2.89M -$44.4K -196 -2%
CCM
1256
Coldstream Capital Management
Washington
$2.87M -$14K -62 -0.5%
GVAG
1257
Great Valley Advisor Group
Delaware
$2.87M -$736K -3,250 -20%
SMFS
1258
Squar Milner Financial Services
California
$2.86M +$778K +3,437 +37%
STA
1259
Summit Trail Advisors
New York
$2.86M +$812K +3,586 +40%
GWCM
1260
Godshalk Welsh Capital Management
Pennsylvania
$2.85M +$17K +75 +0.6%
PAS
1261
Park Avenue Securities
New York
$2.85M +$262K +1,158 +10%
AR
1262
Advisory Research
Illinois
$2.84M +$145K +642 +5%
TTWM
1263
TCV Trust & Wealth Management
Virginia
$2.83M -$49.8K -220 -2%
CWA
1264
Clarity Wealth Advisors
California
$2.83M +$2.83M +12,485 New
BAM
1265
Berkshire Asset Management
Pennsylvania
$2.83M -$1.63M -7,200 -37%
FLPIM
1266
F.L. Putnam Investment Management
Massachusetts
$2.82M -$199K -877 -7%
HCM
1267
Harvey Capital Management
Florida
$2.82M +$1.57M +6,945 +126%
GAMC
1268
Garner Asset Management Corp
Texas
$2.81M +$539K +2,378 +24%
GBBWRPM
1269
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.81M +$92K +406 +3%
TWM
1270
Titus Wealth Management
California
$2.8M -$2.12M -9,365 -43%
MF
1271
Manchester Financial
California
$2.8M -$97.2K -429 -3%
Fuller & Thaler Asset Management
1272
Fuller & Thaler Asset Management
California
$2.8M +$545K +2,405 +24%
MHS
1273
M Holdings Securities
Oregon
$2.8M -$1.62M -7,165 -37%
CT
1274
Coastline Trust
Rhode Island
$2.79M -$298K -1,315 -10%
CAM
1275
Cozad Asset Management
Illinois
$2.79M +$30.6K +135 +1%
49 50
51
52 53