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 %
NAS
1751
Nicolet Advisory Services
Wisconsin
$1.13M -$377K -1,667 -25%
TI
1752
Tidal Investments
Wisconsin
$1.13M -$1.02M -4,500 -48%
RHBC
1753
R.H. Bluestein & Co
Michigan
$1.13M +$212K +938 +23%
NQWM
1754
Northwest Quadrant Wealth Management
Oregon
$1.13M – – –
VWM
1755
Venturi Wealth Management
Texas
$1.13M +$85K +375 +8%
HAIM
1756
Hunter Associates Investment Management
Pennsylvania
$1.12M +$27.2K +120 +2%
TW
1757
TrinityPoint Wealth
Connecticut
$1.12M +$11.3K +50 +1%
EWA
1758
ERTS Wealth Advisors
Michigan
$1.12M -$22K -97 -2%
GC
1759
Gilbert & Cook
Iowa
$1.12M – – –
SIM
1760
Sadoff Investment Management
Wisconsin
$1.11M +$11.3K +50 +1%
PWPS
1761
Pinnacle Wealth Planning Services
Ohio
$1.11M +$150K +662 +16%
HL
1762
HeadInvest LLC
Maine
$1.11M +$26.1K +115 +2%
GIP
1763
Greatmark Investment Partners
Georgia
$1.11M +$13.8K +61 +1%
CT
1764
Clearstead Trust
Maine
$1.1M +$13.8K +61 +1%
VCM
1765
Verde Capital Management
Michigan
$1.1M +$1.1M +4,861 New
RCA
1766
Rex Capital Advisors
Rhode Island
$1.1M – – –
PP
1767
Patten & Patten
Tennessee
$1.1M +$142K +625 +15%
CIAS
1768
Capital Investment Advisory Services
North Carolina
$1.09M +$113K +500 +12%
TCOT
1769
Trust Company of Toledo
Ohio
$1.09M -$2.27K -10 -0.2%
BMC
1770
Benin Management Corp
Connecticut
$1.09M – – –
OAM
1771
Occidental Asset Management
California
$1.09M -$17K -75 -2%
RIS
1772
Retirement Income Solutions
Michigan
$1.09M – – –
IFO
1773
Independent Family Office
New York
$1.09M +$1.09M +4,806 New
HA
1774
Harfst & Associates
Wyoming
$1.09M – – –
FC
1775
Farley Capital
New York
$1.09M +$1.09M +4,793 New
69 70
71
72 73