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 %
RCG
1476
Rock Creek Group
District of Columbia
$1.65M +$1.65M +9,241 New
BA
1477
Ballast Advisors
Minnesota
$1.65M +$168K +940 +11%
VMPIC
1478
Varma Mutual Pension Insurance Co
Finland
$1.65M +$1.65M +9,227 New
SDH
1479
Sloy Dahl & Holst
Washington
$1.65M -$171K -931 -9%
SCM
1480
SOL Capital Management
Maryland
$1.65M -$79.5K -445 -5%
RIM
1481
Regent Investment Management
Kentucky
$1.65M +$5.53K +31 +0.3%
Credit Agricole
1482
Credit Agricole
France
$1.64M +$485K +2,716 +42%
PFS
1483
Physicians Financial Services
North Carolina
$1.64M +$41.4K +232 +3%
AMM
1484
American Money Management
California
$1.64M -$12.5K -70 -0.8%
MFG
1485
Merit Financial Group
Georgia
$1.64M +$91.9K +515 +6%
BWM
1486
BerganKDV Wealth Management
Minnesota
$1.63M +$189K +1,057 +13%
OSAM
1487
O'Shaughnessy Asset Management
Connecticut
$1.63M +$1.15M +6,459 +243%
KPW
1488
Kore Private Wealth
New York
$1.62M +$196K +1,099 +14%
LL
1489
LPWM LLC
Minnesota
$1.62M -$18.7K -105 -1%
QFA
1490
Quattro Financial Advisors
Texas
$1.62M +$1.62M +9,071 New
SW
1491
SteelPeak Wealth
California
$1.6M -$30.3K -170 -2%
BCI
1492
Brinker Capital Investments
Pennsylvania
$1.6M +$650K +3,642 +68%
KCM
1493
Karp Capital Management
California
$1.6M -$120K -670 -7%
SIG
1494
Sargent Investment Group
Maryland
$1.6M +$308K +1,730 +24%
WHG
1495
Westwood Holdings Group
Texas
$1.6M +$78K +437 +5%
SMFS
1496
Squar Milner Financial Services
California
$1.59M -$15K -84 -0.9%
GP
1497
Girard Partners
Pennsylvania
$1.59M -$90.7K -508 -5%
CA
1498
Calton & Associates
Florida
$1.59M +$38.2K +214 +2%
AIM
1499
Avity Investment Management
Connecticut
$1.59M +$473K +2,650 +43%
HWMG
1500
Hurlow Wealth Management Group
Indiana
$1.58M +$288K +1,566 +22%
58 59
60
61 62