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 %
MIM
2251
Marco Investment Management
Georgia
$416K -$90.6K -400 -18%
LSA
2252
L & S Advisors
California
$415K -$22.6K -100 -5%
RWA
2253
Redhawk Wealth Advisors
Minnesota
$415K – – –
ACM
2254
AUA Capital Management
Pennsylvania
$413K – – –
MC
2255
Miramar Capital
Illinois
$412K -$56.3K -250 -12%
PP
2256
Parplus Partners
New York
$410K +$410K +1,809 New
LFG
2257
Larson Financial Group
Missouri
$409K -$62.6K -276 -13%
BWA
2258
BDO Wealth Advisors
Florida
$406K -$206K -909 -34%
DLCIG
2259
D.L. Carlson Investment Group
New Hampshire
$403K -$27.2K -120 -6%
CAG
2260
Csenge Advisory Group
Florida
$403K +$11.6K +51 +3%
IWS
2261
Insight Wealth Strategies
California
$401K -$4.98K -22 -1%
BFIC
2262
Bedell Frazier Investment Counselling
California
$401K – – –
VIA
2263
Vident Investment Advisory
Georgia
$400K +$17.2K +76 +4%
SMG
2264
Smart Money Group
Texas
$399K -$71.3K -315 -15%
DPI
2265
Diversified Portfolios Inc
Michigan
$399K -$10.4K -46 -3%
CCP
2266
Clarkston Capital Partners
Michigan
$399K – – –
RFO
2267
RiverGlades Family Offices
Florida
$398K – – –
AAS
2268
Annex Advisory Services
Wisconsin
$397K -$22.2K -98 -5%
PG
2269
Proffitt & Goodson
Tennessee
$397K +$39.9K +176 +11%
CCC
2270
Chelsea Counsel Company
California
$396K -$113K -500 -22%
MSWMA
2271
Market Street Wealth Management Advisors
Indiana
$393K – – –
TWP
2272
Tempus Wealth Planning
California
$392K +$392K +1,730 New
BFM
2273
Boothbay Fund Management
New York
$391K -$820K -3,622 -68%
JWBC
2274
John W. Bristol & Co
New York
$391K – – –
W
2275
WealthStone
Ohio
$390K -$173K -762 -31%
89 90
91
92 93