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 %
BAS
1276
Brown Advisory Securities
Maryland
$2.76M -$187K -826 -6%
NISOA
1277
National Investment Services of America
Wisconsin
$2.76M +$2.76M +12,166 New
AWM
1278
Atticus Wealth Management
Florida
$2.75M +$2.75M +12,152 New
NHC
1279
Nicholas Hoffman & Company
Georgia
$2.74M -$3.4K -15 -0.1%
PWP
1280
Personal Wealth Partners
Minnesota
$2.74M +$31.3K +138 +1%
PL
1281
Plancorp LLC
Missouri
$2.73M -$44.6K -197 -2%
NNP
1282
Nachman Norwood & Parrott
South Carolina
$2.72M +$305K +1,346 +13%
HAI
1283
Hennessy Advisors Inc
California
$2.72M – – –
SA
1284
SRH Advisors
Kansas
$2.71M -$113K -500 -4%
CCT
1285
Capital City Trust
Florida
$2.69M +$25.8K +114 +1%
ZIM
1286
Zacks Investment Management
Illinois
$2.68M -$411K -1,816 -13%
PG
1287
Patten Group
Tennessee
$2.68M +$61.2K +270 +2%
OKSA
1288
O'Keefe Stevens Advisory
New York
$2.68M -$45.4K -200 -2%
JG
1289
Jefferies Group
New York
$2.67M +$2.63M +11,592 +6,133%
BIAS
1290
Beacon Investment Advisory Services
New Jersey
$2.66M +$1.37M +6,061 +106%
PAM
1291
Pegasus Asset Management
New York
$2.66M +$30.6K +135 +1%
HCA
1292
Horan Capital Advisors
Ohio
$2.66M -$67.3K -297 -2%
KC
1293
Kingfisher Capital
North Carolina
$2.66M +$213K +941 +9%
PCP
1294
Proficio Capital Partners
Massachusetts
$2.65M +$153K +675 +6%
AI
1295
Accredited Investors
Minnesota
$2.64M +$25.4K +112 +1%
MSFP
1296
Mark Sheptoff Financial Planning
Connecticut
$2.63M -$258K -1,140 -9%
DI
1297
DFPG Investments
Utah
$2.62M – – –
MA
1298
MONECO Advisors
Connecticut
$2.62M -$57.1K -248 -2%
SAM
1299
SignalPoint Asset Management
Missouri
$2.61M -$7.93K -35 -0.3%
SG Americas Securities
1300
SG Americas Securities
New York
$2.61M -$72.3M -318,998 -97%
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