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 %
LPT
1551
Legacy Private Trust
Wisconsin
$1.61M -$19.7K -87 -1%
CWC
1552
Carolinas Wealth Consulting
North Carolina
$1.61M +$1.61M +7,134 New
PSC
1553
Prentiss Smith & Co
Vermont
$1.61M -$19.3K -85 -1%
FPCG
1554
Fort Pitt Capital Group
Pennsylvania
$1.61M +$11.1K +49 +0.7%
LW
1555
Linscomb Wealth
Texas
$1.61M +$157K +695 +11%
CSS
1556
Cubist Systematic Strategies
Connecticut
$1.6M -$14.3M -63,066 -90%
MCM
1557
Maryland Capital Management
Maryland
$1.6M -$5.89K -26 -0.4%
RDWM
1558
Red Door Wealth Management
Tennessee
$1.6M +$1.6M +7,030 New
MWM
1559
Modera Wealth Management
New Jersey
$1.59M +$32.4K +143 +2%
CRWM
1560
Castle Rock Wealth Management
California
$1.59M -$226K -994 -12%
SCM
1561
SOL Capital Management
Maryland
$1.59M – – –
IWP
1562
Icon Wealth Partners
Texas
$1.59M -$94.7K -418 -6%
SL
1563
Stevard LLC
Illinois
$1.59M +$1.59M +7,015 New
PP
1564
Pegasus Partners
Wisconsin
$1.59M +$171K +757 +12%
MCCP
1565
Mission Creek Capital Partners
California
$1.58M +$1.58M +6,984 New
WHG
1566
Westwood Holdings Group
Texas
$1.58M +$5.66K +25 +0.4%
RWA
1567
RGT Wealth Advisors
Texas
$1.58M -$609K -2,690 -28%
HWMG
1568
Hurlow Wealth Management Group
Indiana
$1.57M +$126K +552 +9%
FNBSF
1569
First National Bank Sioux Falls
South Dakota
$1.57M +$104K +460 +7%
RMC
1570
Resources Management Corp
Connecticut
$1.57M +$20.4K +90 +1%
AAM
1571
Advisors Asset Management
Colorado
$1.56M -$111K -491 -7%
AO
1572
Allen Operations
New York
$1.56M – – –
BCM
1573
Bayesian Capital Management
New York
$1.56M +$1.56M +6,900 New
WANY
1574
Wealthspire Advisors (New York)
New York
$1.56M +$322K +1,420 +26%
NERM
1575
New England Research & Management
Illinois
$1.56M -$5.66K -25 -0.4%
61 62
63
64 65