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 %
FWM
1326
Focused Wealth Management
New York
$2.47M -$23.6K -104 -0.9%
CBFP
1327
Cedar Brook Financial Partners
Ohio
$2.46M -$596K -2,631 -19%
MSR
1328
Main Street Research
Connecticut
$2.46M +$209K +921 +9%
ACM
1329
Allred Capital Management
Texas
$2.46M -$959K -4,235 -28%
DI
1330
Diligent Investors
California
$2.46M -$8.15K -36 -0.3%
FCCM
1331
First City Capital Management
Georgia
$2.46M -$25.8K -114 -1%
PNC
1332
Park National Corp
Ohio
$2.45M +$5.66K +25 +0.2%
Qube Research & Technologies (QRT)
1333
Qube Research & Technologies (QRT)
United Kingdom
$2.45M +$2.45M +10,826 New
WTB
1334
Washington Trust Bank
Washington
$2.45M -$4.53K -20 -0.2%
AF
1335
Advisornet Financial
Minnesota
$2.45M -$310K -1,367 -11%
AA
1336
Apriem Advisors
California
$2.44M +$3.4K +15 +0.1%
AC
1337
Addenda Capital
Quebec, Canada
$2.44M +$113K +501 +5%
CWP
1338
Capital Wealth Planning
Florida
$2.44M -$229K -1,010 -9%
CH
1339
Canton Hathaway
Rhode Island
$2.44M +$24K +106 +1%
CAM
1340
Cidel Asset Management
Ontario, Canada
$2.43M – – –
BFPW
1341
BOK Financial Private Wealth
Colorado
$2.43M +$469K +2,072 +24%
FCB
1342
First Command Bank
Texas
$2.43M +$48.7K +215 +2%
FCFS
1343
First Command Financial Services
Texas
$2.43M +$48.7K +215 +2%
DBG
1344
De Burlo Group
Massachusetts
$2.42M – – –
BP
1345
BBR Partners
New York
$2.42M +$403K +1,779 +20%
IIC
1346
Integrated Investment Consultants
Michigan
$2.42M +$757K +3,343 +46%
RFN
1347
RDA Financial Network
Iowa
$2.41M +$73.2K +326 +3%
SMG
1348
Spectrum Management Group
Indiana
$2.4M -$279K -1,230 -10%
AAM
1349
Aureus Asset Management
Massachusetts
$2.39M +$48.7K +215 +2%
FCM
1350
Fortis Capital Management
Washington
$2.38M +$2.38M +10,512 New
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54
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