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 %
LIM
1301
Lathrop Investment Management
Arkansas
$2.6M – – –
BHTS
1302
Bar Harbor Trust Services
Maine
$2.6M +$1.28M +5,664 +97%
CRA
1303
Circle Road Advisors
New York
$2.6M -$1.69M -7,457 -39%
MMPW
1304
Mitchell McLeod Pugh & Williams
Alabama
$2.59M +$1.59K +7 +0.1%
WW
1305
Westshore Wealth
California
$2.59M +$2.59M +11,434 New
VCP
1306
Verus Capital Partners
Arizona
$2.58M +$2.58M +11,405 New
ACP
1307
Ashfield Capital Partners
California
$2.58M +$21.1K +93 +0.8%
CCM
1308
Condor Capital Management
New Jersey
$2.58M -$94.9K -419 -4%
FHA
1309
Flagship Harbor Advisors
Massachusetts
$2.57M +$96K +424 +4%
MCM
1310
Marathon Capital Management
Maryland
$2.57M +$2.01M +8,884 +364%
IFG
1311
Investors Financial Group
Minnesota
$2.56M +$2.56M +11,301 New
CLOS
1312
Compagnie Lombard Odier SCmA
Switzerland
$2.56M -$265K -1,172 -9%
VWA
1313
V Wealth Advisors
Kansas
$2.56M – – –
LFS
1314
Legacy Financial Strategies
Kansas
$2.55M -$68K -300 -3%
OC
1315
Oarsman Capital
Wisconsin
$2.54M +$493K +2,175 +24%
ECM
1316
ETrade Capital Management
Virginia
$2.54M -$293K -1,293 -10%
LB
1317
Landmark Bank
Missouri
$2.52M -$204K -900 -7%
BCM
1318
Blume Capital Management
California
$2.51M -$492K -2,170 -16%
SBSB
1319
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.51M +$65.2K +288 +3%
BM
1320
Bislett Management
California
$2.49M – – –
BCM
1321
Brookstone Capital Management
Illinois
$2.49M +$83.6K +369 +3%
MWA
1322
Meridian Wealth Advisors
Texas
$2.48M -$30.1K -133 -1%
WC
1323
Woodstock Corp
Massachusetts
$2.48M +$211K +930 +9%
VCA
1324
Verdence Capital Advisors
Maryland
$2.47M +$14K +62 +0.6%
SAMC
1325
Spectrum Asset Management (California)
California
$2.47M -$148K -655 -6%
51 52
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