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 %
EWM
1651
Endurance Wealth Management
Rhode Island
$1.38M – – –
FMLI
1652
Fukoku Mutual Life Insurance
Japan
$1.38M +$199K +880 +17%
CWM
1653
Calamos Wealth Management
Illinois
$1.38M +$190K +837 +16%
HCIA
1654
Hochman Cole Investment Advisors
Illinois
$1.37M -$246K -1,085 -15%
PTC
1655
Provident Trust Company
Wisconsin
$1.36M – – –
VCM
1656
Vision Capital Management
Oregon
$1.36M +$181K +800 +15%
HIC
1657
Holderness Investments Company
North Carolina
$1.36M +$19.3K +85 +1%
LWM
1658
Lyell Wealth Management
California
$1.35M – – –
SG
1659
StoneX Group
New York
$1.35M +$89.4K +395 +7%
UCMOK
1660
United Capital Management of KS
Kansas
$1.35M +$235K +1,036 +21%
PCS
1661
Personal CFO Solutions
New Jersey
$1.35M +$1.35M +5,971 New
AWA
1662
Arkadios Wealth Advisors
Georgia
$1.35M +$1.35M +5,966 New
BG
1663
Berry Group
Massachusetts
$1.35M +$1.35M +5,957 New
ACS
1664
Archford Capital Strategies
Illinois
$1.34M +$52.5K +232 +4%
FWM
1665
Fairhaven Wealth Management
Illinois
$1.34M -$9.52K -42 -0.7%
ICM
1666
Islay Capital Management
Texas
$1.34M +$1.34M +5,917 New
PAS
1667
Partnervest Advisory Services
California
$1.34M -$127K -560 -9%
HFG
1668
Heron Financial Group
New York
$1.34M +$1.34M +5,879 New
HDIM
1669
Hanson & Doremus Investment Management
Vermont
$1.33M +$176K +779 +15%
OPA
1670
Old Port Advisors
Maine
$1.33M +$135K +593 +11%
CB
1671
Community Bank
New York
$1.32M -$122K -539 -8%
LJHT
1672
Laurie J. Hall Trustee
$1.32M +$20.4K +90 +2%
EP
1673
Edgestream Partners
New Jersey
$1.32M +$1.32M +5,816 New
SCM
1674
Schnieders Capital Management
California
$1.31M -$14.3K -63 -1%
KFS
1675
Kurt F. Somerville
$1.31M -$156K -687 -11%
65 66
67
68 69