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 %
CC
1926
Cornerstone Capital
California
$805K -$17K -75 -2%
GC
1927
Gibson Capital
Pennsylvania
$805K – – –
GGI
1928
Godsey & Gibb Inc
Virginia
$804K -$8.38K -37 -1%
Aristotle Capital Management
1929
Aristotle Capital Management
California
$804K – – –
BI
1930
Ballast Inc
Kentucky
$803K -$19.5K -86 -2%
SEEDPG
1931
S.E.E.D. Planning Group
New York
$801K +$801K +3,538 New
SG
1932
Strid Group
Pennsylvania
$800K – – –
HFA
1933
Huber Financial Advisors
Illinois
$800K – – –
WIA
1934
World Investment Advisors
California
$800K +$9.06K +40 +1%
PPW
1935
Parcion Private Wealth
Washington
$799K +$799K +3,529 New
PWAG
1936
Polaris Wealth Advisory Group
California
$795K -$10.1K -44 -1%
FNFDCM
1937
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$795K – – –
PIM
1938
Provident Investment Management
Michigan
$795K +$24.2K +107 +3%
LPIC
1939
LeJeune Puetz Investment Counsel
Michigan
$790K – – –
GSBTD
1940
Glenview State Bank Trust Department
Illinois
$790K – – –
FMTC
1941
Farmers & Merchants Trust Company
California
$789K -$74.5K -329 -9%
VC
1942
Veracity Capital
Georgia
$787K +$787K +3,476 New
BCM
1943
Boltwood Capital Management
California
$786K – – –
WSC
1944
Wellington Shields & Co
New York
$786K +$786K +3,471 New
ITIM
1945
Indiana Trust & Investment Management
Indiana
$785K +$3.85K +17 +0.5%
BWM
1946
Baystate Wealth Management
Massachusetts
$784K +$44.4K +196 +6%
S
1947
Surevest
California
$784K +$206K +908 +36%
SA
1948
Sunesis Advisors
Kansas
$783K – – –
ACM
1949
Ategra Capital Management
Virginia
$781K -$149K -657 -16%
AAM
1950
American Asset Management
Florida
$779K -$13.8K -61 -2%
76 77
78
79 80