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 %
PFSC
1501
Peoples Financial Services Corp
Pennsylvania
$1.58M -$35.7K -200 -2%
KC
1502
Knuff & Co
California
$1.57M -$75.9K -425 -5%
ACP
1503
Ashfield Capital Partners
California
$1.57M -$271K -1,520 -15%
AR
1504
Advisory Research
Illinois
$1.56M -$555K -3,108 -26%
GRP
1505
Global Retirement Partners
California
$1.55M +$234K +1,309 +18%
WCM
1506
Whitener Capital Management
North Carolina
$1.55M – – –
CFS
1507
CRA Financial Services
New Jersey
$1.55M -$53.7K -301 -3%
AA
1508
Aufman Associates
Pennsylvania
$1.55M +$263K +1,475 +20%
JWCA
1509
J.W. Coons Advisors
Ohio
$1.54M +$36.9K +206 +2%
PCM
1510
Pennsylvania Capital Management
Pennsylvania
$1.54M +$847K +4,747 +122%
PP
1511
Professional Planning
California
$1.54M +$1.54M +8,646 New
WWM
1512
Windsor Wealth Management
Indiana
$1.54M -$24.6K -138 -2%
MCG
1513
MACRO Consulting Group
New Jersey
$1.54M +$16.5K +92 +1%
NIT
1514
NumerixS Investment Technologies
British Columbia, Canada
$1.54M -$943K -5,286 -38%
SAM
1515
Security Asset Management
New York
$1.54M -$112K -625 -7%
SXL
1516
Summit X LLC
Missouri
$1.53M +$127K +714 +9%
LWS
1517
Lucia Wealth Services
California
$1.53M +$229K +1,282 +18%
GVAG
1518
Great Valley Advisor Group
Delaware
$1.53M -$421K -2,360 -22%
PWMAG
1519
Pinnacle Wealth Management Advisory Group
New Jersey
$1.51M +$275K +1,540 +22%
Jacobs Levy Equity Management
1520
Jacobs Levy Equity Management
New Jersey
$1.5M -$148K -828 -9%
SCA
1521
Sippican Capital Advisors
Massachusetts
$1.5M -$36.6K -205 -2%
RPC
1522
Rossmore Private Capital
Connecticut
$1.5M +$112K +626 +8%
FI
1523
Fosun International
China
$1.5M -$34.4K -195 -2%
NJBEST
1524
New Jersey Better Educational Savings Trust
New Jersey
$1.5M – – –
AC
1525
Apella Capital
Connecticut
$1.49M -$179K -1,005 -11%
59 60
61
62 63