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 %
BMC
2101
Beaton Management Company
Massachusetts
$580K – – –
CAL
2102
Capital Analysts LLC
Pennsylvania
$576K -$348K -1,535 -38%
CA
2103
Claro Advisors
Massachusetts
$576K +$68.9K +304 +14%
TCM
2104
Tandem Capital Management
New Jersey
$576K +$576K +2,545 New
AHB
2105
Abner Herrman & Brock
New Jersey
$575K -$97.2K -429 -14%
IAP
2106
Indie Asset Partners
Indiana
$573K +$573K +2,529 New
APSP
2107
Asset Planning Services (Pennsylvania)
Pennsylvania
$572K – – –
W
2108
WealthOne
New York
$572K – – –
OA
2109
Oxbow Advisors
Texas
$572K +$23.8K +105 +4%
HHGA
2110
Halbert Hargrove Global Advisors
California
$571K -$34.4K -152 -6%
JWM
2111
JGP Wealth Management
Oregon
$570K -$3.41K -15 -0.6%
BWAM
2112
Boyd Watterson Asset Management
Ohio
$570K +$27.2K +120 +5%
KFI
2113
Key Financial Inc
Pennsylvania
$569K +$569K +2,510 New
IWA
2114
Intercontinental Wealth Advisors
Texas
$568K -$183K -801 -24%
FPGK
2115
Financial Partners Group (Kansas)
Kansas
$568K +$20.8K +93 +4%
CWP
2116
CFM Wealth Partners
Texas
$567K +$567K +2,469 New
SNT
2117
Security National Trust
West Virginia
$566K +$47.6K +210 +9%
SWM
2118
Sugarloaf Wealth Management
Georgia
$566K +$566K +2,500 New
FVWA
2119
Foster Victor Wealth Advisors
South Carolina
$565K -$3.16K -14 -0.6%
MCM
2120
MV Capital Management
Maryland
$565K +$4.08K +18 +0.7%
PAG
2121
Pinnacle Advisory Group
Maryland
$564K -$29.6K -131 -5%
CAM
2122
Congress Asset Management
Massachusetts
$564K – – –
NSB
2123
Norway Savings Bank
Maine
$564K – – –
FP
2124
Financial Perspectives
Minnesota
$562K +$562K +2,482 New
LWA
2125
Lenox Wealth Advisors
New York
$561K +$10.4K +46 +2%
83 84
85
86 87