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 %
RW
1351
REDW Wealth
New Mexico
$2.38M -$359K -1,586 -13%
FPCP
1352
Fort Point Capital Partners
California
$2.37M – – –
CWS
1353
Cypress Wealth Services
California
$2.37M -$407K -1,798 -15%
DBRC
1354
D.B. Root & Company
Pennsylvania
$2.37M -$40.8K -180 -2%
EAM
1355
Eagle Asset Management
Florida
$2.36M -$63.6K -281 -3%
KCM
1356
Karp Capital Management
California
$2.34M -$89.5K -395 -4%
22CM
1357
20/20 Capital Management
California
$2.33M +$2.33M +10,163 New
IIC
1358
Ironwood Investment Counsel
Arizona
$2.33M +$27K +119 +1%
PS
1359
Portfolio Strategies
New York
$2.32M +$215K +950 +10%
TIA
1360
Tiemann Investment Advisors
California
$2.32M -$147K -650 -6%
LS
1361
Livforsakringsbolaget Skandia
Sweden
$2.31M -$1.11M -4,900 -32%
RIM
1362
Regent Investment Management
Kentucky
$2.3M +$216K +953 +10%
SCM
1363
Silvant Capital Management
Georgia
$2.3M – – –
CAS
1364
Cascadia Advisory Services
Oregon
$2.29M +$2.29M +10,113 New
CA
1365
Calton & Associates
Florida
$2.29M +$91K +402 +4%
RHDIC
1366
R.H. Dinel Investment Counsel
California
$2.28M – – –
IAM
1367
Integre Asset Management
New York
$2.27M -$226K -1,001 -9%
WSCM
1368
Wellington Shields Capital Management
New York
$2.27M +$114K +505 +5%
TAM
1369
Tealwood Asset Management
Minnesota
$2.27M -$9.29K -41 -0.4%
FNC
1370
First National Corp
Massachusetts
$2.27M +$46.4K +205 +2%
LWANC
1371
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.27M -$41.9K -185 -2%
V
1372
VeraBank
Texas
$2.27M – – –
JFA
1373
JNBA Financial Advisors
Minnesota
$2.26M +$21.1K +93 +0.9%
CF
1374
Centaurus Financial
California
$2.25M +$395K +1,743 +21%
VC
1375
Vicus Capital
Pennsylvania
$2.25M -$82K -362 -4%
53 54
55
56 57