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 %
DAM
1801
Doheny Asset Management
California
$1.03M -$34K -150 -3%
FLI
1802
Family Legacy Inc
South Carolina
$1.03M -$22.1K -98 -2%
CRIG
1803
Charter Research & Investment Group
Connecticut
$1.03M +$62.3K +275 +6%
SCA
1804
Sage Capital Advisors
South Dakota
$1.02M -$103K -456 -9%
GIA
1805
Gladstone Institutional Advisory
Florida
$1.02M -$22.7K -100 -2%
GSC
1806
G&S Capital
Colorado
$1.02M – – –
TI
1807
Truepoint Inc
Ohio
$1.02M +$26K +115 +3%
GI
1808
Glovista Investments
New Jersey
$1.02M -$22.7K -100 -2%
RW
1809
RVW Wealth
California
$1.02M +$18.1K +80 +2%
HA
1810
HYA Advisors
Missouri
$1.02M +$1.02M +4,490 New
WIS
1811
Wright Investors Service
Connecticut
$1.02M -$9.97K -44 -1%
LC
1812
LCNB Corp
Ohio
$1.01M -$17K -75 -2%
Kayne Anderson Rudnick Investment Management
1813
Kayne Anderson Rudnick Investment Management
California
$1.01M +$23.8K +105 +2%
GCP
1814
GSA Capital Partners
United Kingdom
$1.01M +$430K +1,900 +75%
MGWM
1815
Marks Group Wealth Management
Minnesota
$1.01M +$1.01M +4,447 New
DWM
1816
Dakota Wealth Management
Florida
$1.01M -$48K -212 -5%
JGIA
1817
Jackson Grant Investment Advisers
Connecticut
$1.01M -$37.2K -164 -4%
OC
1818
Oakworth Capital
Alabama
$1.01M +$219K +968 +28%
PCMK
1819
Paragon Capital Management (Kansas)
Kansas
$1M +$24.5K +108 +2%
TMAM
1820
Tokio Marine Asset Management
Japan
$998K +$88.2K +389 +10%
WA
1821
Wambolt & Associates
Colorado
$996K +$58.5K +258 +6%
PP
1822
PagnatoKarp Partners
Virginia
$992K +$22.7K +100 +2%
PFA
1823
Pettinga Financial Advisors
Indiana
$985K -$11.3K -50 -1%
PM
1824
Penbrook Management
New York
$985K -$6.79K -30 -0.7%
VCM
1825
Versant Capital Management
Arizona
$984K -$22K -97 -2%
71 72
73
74 75