BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,606 hedge funds and large institutions have $167B invested in Berkshire Hathaway Class B in 2020 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 1,052 increasing their positions, 1,115 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,606
Holders Change
-17
Holders Change %
-0.65%
% of All Funds
53.57%
Holding in Top 10
418
Holding in Top 10 Change
-110
Holding in Top 10 Change %
-20.83%
% of All Funds
8.59%
New
137
Increased
1,052
Reduced
1,115
Closed
126
Calls
$3.49B
Puts
$3.35B
Net Calls
+$138M
Net Calls Change
-$897M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.29B
2
HHII
H&H International Investment
California
+$1.21B
3
BlackRock
BlackRock
New York
+$409M
4
Franklin Resources
Franklin Resources
California
+$343M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$229M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.75B
2
PSCM
Pershing Square Capital Management
New York
-$997M
3
Gates Foundation Trust
Gates Foundation Trust
Washington
-$893M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$813M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$457M
Name Holding Trade Value Shares
Change 		Shares
Change %
XSC
1426
X-Square Capital
Puerto Rico
$1.81M +$43.7K +245 +2%
BCA
1427
Berman Capital Advisors
Georgia
$1.81M -$304K -1,706 -14%
MCM
1428
Matarin Capital Management
New York
$1.81M -$881K -4,936 -33%
CH
1429
Canton Hathaway
Rhode Island
$1.81M +$893 +5 +0%
LSPW
1430
Lake Street Private Wealth
Illinois
$1.8M +$86.9K +487 +5%
CAI
1431
Capital Advisors Inc
Oklahoma
$1.8M +$107K +522 +6%
PWG
1432
Private Wealth Group
Florida
$1.8M +$262K +1,465 +17%
MWM
1433
Meridian Wealth Management
Kentucky
$1.8M +$787K +4,413 +78%
RHDIC
1434
R.H. Dinel Investment Counsel
California
$1.79M – – –
EAM
1435
Eagle Asset Management
Florida
$1.79M -$4.96K -28 -0.3%
V
1436
VeraBank
Texas
$1.79M +$26.8K +150 +2%
HFM
1437
Hartford Financial Management
Connecticut
$1.79M +$1.55M +8,666 +642%
S
1438
Seeyond
France
$1.79M +$679K +3,805 +61%
MFG
1439
Magnus Financial Group
New York
$1.79M -$2.86K -16 -0.2%
MSFP
1440
Mark Sheptoff Financial Planning
Connecticut
$1.78M -$156K -874 -8%
TSWM
1441
Triangle Securities Wealth Management
North Carolina
$1.78M +$3.75K +21 +0.2%
WA1
1442
Wimmer Associates 1
California
$1.78M -$566K -2,661 -24%
PP
1443
Pegasus Partners
Wisconsin
$1.77M +$369K +2,069 +26%
PGWM
1444
Parisi Gray Wealth Management
New Jersey
$1.77M -$1.96K -11 -0.1%
BSA
1445
Bull Street Advisors
Georgia
$1.77M +$32.1K +180 +2%
LIA
1446
LBMC Investment Advisors
Tennessee
$1.76M -$7.14K -40 -0.4%
LFS
1447
Legacy Financial Strategies
Kansas
$1.75M -$93.4K -523 -5%
MG
1448
Mather Group
Illinois
$1.75M +$1.31M +7,364 +305%
LRPA
1449
L. Roy Papp & Associates
Arizona
$1.74M +$4.11K +23 +0.2%
BE
1450
Bonness Enterprises
District of Columbia
$1.74M – – –
56 57
58
59 60