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 %
ST
1426
Sabal Trust
Florida
$2.01M +$374K +1,650 +23%
CCG
1427
Cypress Capital Group
Florida
$2M +$232K +1,023 +13%
GRP
1428
Global Retirement Partners
California
$2M +$173K +763 +9%
WCM
1429
Whitener Capital Management
North Carolina
$1.99M +$205K +907 +11%
PFS
1430
Prospera Financial Services
Texas
$1.99M -$88.6K -391 -4%
FI
1431
FormulaFolio Investments
Michigan
$1.99M -$206K -908 -9%
B
1432
Bailard
California
$1.99M -$4.08K -18 -0.2%
SW
1433
SteelPeak Wealth
California
$1.99M +$1.99M +8,762 New
LWM
1434
Laidlaw Wealth Management
New York
$1.98M +$1.98M +8,740 New
KPW
1435
Kore Private Wealth
New York
$1.98M +$159K +704 +9%
SCA
1436
Sippican Capital Advisors
Massachusetts
$1.97M +$56.6K +250 +3%
CFG
1437
Capstone Financial Group
Oklahoma
$1.97M +$1.97M +8,697 New
AIS
1438
American Investment Services
Massachusetts
$1.96M – – –
WA
1439
WealthTrust Axiom
Pennsylvania
$1.96M – – –
WWM
1440
Windsor Wealth Management
Indiana
$1.94M -$195K -863 -9%
DSC
1441
Duncker Streett & Co
Missouri
$1.94M -$371K -1,640 -16%
IIA
1442
IPG Investment Advisors
California
$1.93M -$129K -570 -6%
Jacobs Levy Equity Management
1443
Jacobs Levy Equity Management
New Jersey
$1.93M +$152K +672 +9%
MFG
1444
Merit Financial Group
Georgia
$1.93M +$1.58M +6,989 +456%
WAM
1445
Weatherly Asset Management
California
$1.93M +$4.53K +20 +0.2%
CIM
1446
CIM Investment Management
Pennsylvania
$1.93M – – –
SIC
1447
Schwartz Investment Counsel
Michigan
$1.93M – – –
RA
1448
Royce & Associates
New York
$1.93M +$1.93M +8,500 New
TSS
1449
Thomas Story & Son
Indiana
$1.91M – – –
MCM
1450
Mengis Capital Management
Oregon
$1.91M +$88K +260 +5%
56 57
58
59 60