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 %
WC
2426
Westhampton Capital
North Carolina
$266K +$4.53K +20 +2%
AW
2427
Alpha Windward
Massachusetts
$265K +$1.59K +7 +0.6%
AWMG
2428
Alliance Wealth Management Group
New Jersey
$264K +$264K +1,165 New
BFP
2429
Briaud Financial Planning
Texas
$264K +$264K +1,167 New
CCM
2430
Carderock Capital Management
Maryland
$263K – – –
UF
2431
Univest Financial
Pennsylvania
$263K +$36.7K +225 +16%
IAMOG
2432
Investors Asset Management of Georgia
Georgia
$262K – – –
CIS
2433
Connors Investor Services
Pennsylvania
$260K – – –
AL
2434
Arnhold LLC
New York
$260K – – –
OIS
2435
Okabena Investment Services
Minnesota
$260K +$260K +1,147 New
AWM
2436
Altus Wealth Management
Kentucky
$260K +$260K +1,150 New
FPIS
2437
Financial Planning & Information Services
Wisconsin
$259K – – –
OCG
2438
Opus Capital Group
Ohio
$259K +$3.39K +15 +1%
ME
2439
McIlrath & Eck
Washington
$259K +$25.8K +114 +11%
RPA
2440
Rock Point Advisors
Vermont
$258K -$2.26K -10 -0.9%
PA
2441
Parkside Advisors
California
$258K – – –
HA
2442
Harborview Advisors
Maine
$258K – – –
OL
2443
Optas LLC
Texas
$258K +$258K +1,137 New
CPSC
2444
Carl P. Sherr & Co
Massachusetts
$257K +$257K +1,133 New
TCPWM
2445
Traverso Chambers Private Wealth Management
California
$255K -$46.5K -205 -15%
FM
2446
Foster & Motley
Ohio
$255K -$15.6K -69 -6%
AFM
2447
Abbot Financial Management
Massachusetts
$255K – – –
PDM
2448
Penn Davis McFarland
Texas
$255K – – –
GLR
2449
Great Lakes Retirement
Ohio
$255K +$255K +1,131 New
MCM
2450
Mattern Capital Management
Colorado
$253K +$253K +1,116 New
96 97
98
99 100