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 %
MCM
1376
Magnolia Capital Management
New York
$2.24M +$2.24M +9,905 New
LIA
1377
LBMC Investment Advisors
Tennessee
$2.23M -$136K -600 -6%
CA
1378
Capital Advantage
California
$2.23M -$2.5K -11 -0.1%
TWM
1379
Torch Wealth Management
Ohio
$2.22M -$22.6K -100 -1%
BCA
1380
Bay Colony Advisors
Massachusetts
$2.22M -$13.8K -60 -0.6%
BE
1381
Bonness Enterprises
District of Columbia
$2.21M – – –
FMBTD
1382
First Midwest Bank Trust Division
Illinois
$2.2M -$89.5K -395 -4%
LRPA
1383
L. Roy Papp & Associates
Arizona
$2.2M – – –
SFFS
1384
Stonehage Fleming Financial Services
Jersey
$2.2M +$215K +950 +11%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1385
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.19M +$2.19M +9,685 New
PGWM
1386
Parisi Gray Wealth Management
New Jersey
$2.19M +$36.5K +161 +2%
EP
1387
EPIQ Partners
Minnesota
$2.19M +$2.19M +9,655 New
EWM
1388
Evermay Wealth Management
Virginia
$2.18M +$488K +2,155 +29%
CCMG
1389
Clark Capital Management Group
Pennsylvania
$2.18M +$343K +1,513 +19%
AA
1390
Alesco Advisors
New York
$2.17M +$830K +3,665 +62%
CF
1391
CNA Financial
Illinois
$2.17M -$1.08M -4,750 -33%
TSWM
1392
Triangle Securities Wealth Management
North Carolina
$2.17M +$24.2K +107 +1%
BCM
1393
BTR Capital Management
California
$2.17M -$48.7K -215 -2%
WAP
1394
Wealthcare Advisory Partners
Pennsylvania
$2.16M +$47.8K +211 +2%
CPIA
1395
Cornell Pochily Investment Advisors
New York
$2.16M +$43K +190 +2%
PWMAG
1396
Pinnacle Wealth Management Advisory Group
New Jersey
$2.15M +$21.5K +95 +1%
OCA
1397
Otter Creek Advisors
Florida
$2.15M – – –
RCA
1398
Rowland Carmichael Advisors
Arizona
$2.15M +$298K +1,314 +16%
TNB
1399
TCF National Bank
South Dakota
$2.14M -$6.34K -28 -0.3%
LCS
1400
Levin Capital Strategies
New York
$2.14M – – –
54 55
56
57 58