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 %
GLI
1676
Guardian Life Insurance
New York
$1.31M +$4.98K +22 +0.4%
BSA
1677
Bull Street Advisors
Georgia
$1.31M +$20.4K +90 +2%
SIG
1678
Sargent Investment Group
Maryland
$1.3M +$77K +340 +6%
GCA
1679
Gradient Capital Advisors
California
$1.3M +$19.3K +85 +2%
PRWA
1680
Platte River Wealth Advisors
Colorado
$1.3M +$1.3M +5,782 New
BWA
1681
Burt Wealth Advisors
Maryland
$1.29M – – –
B
1682
Bellecapital
Switzerland
$1.29M +$27.6K +122 +2%
P
1683
&Partners
Tennessee
$1.29M +$11.3K +50 +0.9%
IAS
1684
IMA Advisory Services
Colorado
$1.29M -$105K -465 -8%
LOAMS
1685
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.28M +$152K +669 +13%
AAM
1686
Ascension Asset Management
New York
$1.28M -$11.3K -50 -0.9%
GWM
1687
Greenwich Wealth Management
Connecticut
$1.28M -$1.81K -8 -0.1%
TP
1688
Truvvo Partners
New York
$1.27M -$328K -1,450 -21%
GFS
1689
GYL Financial Synergies
Connecticut
$1.27M -$636K -2,810 -33%
SWA
1690
Stratos Wealth Advisors
Ohio
$1.27M -$188K -830 -13%
CWM
1691
Confluence Wealth Management
Oregon
$1.27M -$173K -764 -12%
SWK
1692
Stephen W. Kidder
$1.26M -$5.66K -25 -0.4%
NGA
1693
Naples Global Advisors
Florida
$1.26M +$2.49K +11 +0.2%
REMPR
1694
Roof Eidam Maycock Peralta (REMP)
California
$1.26M – – –
MCM
1695
Monarch Capital Management
Indiana
$1.26M +$227K +1,000 +22%
ACM
1696
AlphaCrest Capital Management
New York
$1.26M -$4.76K -21 -0.4%
HP
1697
Holowesko Partners
Bahamas
$1.26M – – –
HRC
1698
Hoertkorn Richard Charles
$1.25M +$6.57K +29 +0.5%
APG
1699
Abacus Planning Group
South Carolina
$1.25M -$24.9K -110 -2%
BAM
1700
Baldrige Asset Management
Pennsylvania
$1.25M – – –
66 67
68
69 70