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 %
PCM
376
Parsons Capital Management
Rhode Island
$33.8M -$152K -672 -0.4%
BBI
377
Baxter Bros Inc
Connecticut
$33.5M +$798K +3,523 +2%
OWP
378
Obermeyer Wealth Partners
Colorado
$33.5M +$127K +559 +0.4%
MA
379
MUFG Americas
New York
$33.3M -$527K -2,327 -2%
IG
380
ING Group
Netherlands
$32.6M +$2.67M +11,787 +9%
DWM
381
Destination Wealth Management
California
$32.6M -$260K -1,146 -0.8%
CAPTRUST Financial Advisors
382
CAPTRUST Financial Advisors
North Carolina
$32.3M +$11.5M +50,134 +55%
PTC
383
Philadelphia Trust Company
Pennsylvania
$32.2M +$1.02M +4,501 +3%
ACM
384
Aquamarine Capital Management
New York
$31.8M – – –
SIM
385
Sentry Investment Management
Wisconsin
$31.8M – – –
ACA
386
Anchor Capital Advisors
Massachusetts
$31.7M +$3.63M +16,036 +13%
JVBC
387
J.V. Bruni & Co
Colorado
$31.5M -$1.3M -5,745 -4%
CIC
388
Carnegie Investment Counsel
Ohio
$31.4M -$433K -1,911 -1%
GJIC
389
Gamble Jones Investment Counsel
California
$31.3M -$851K -3,756 -3%
BPB
390
Badgley, Phelps & Bell
Washington
$30.9M +$517K +2,282 +2%
FNBOO
391
First National Bank of Omaha
Nebraska
$30.7M +$463K +2,046 +2%
First Trust Advisors
392
First Trust Advisors
Illinois
$30.7M +$9.27M +40,921 +43%
II
393
IFM Investors
Australia
$30.6M -$1.2M -5,303 -4%
TCA
394
Taconic Capital Advisors
New York
$30.6M +$30.6M +135,000 New
AMAL
395
Asset Management Advisors LLC
Oklahoma
$30.4M +$129K +568 +0.4%
NAM
396
Nissay Asset Management
Japan
$30.2M -$230K -1,014 -0.8%
WCA
397
Waratah Capital Advisors
Ontario, Canada
$30.2M +$18.7M +82,600 +163%
YAM
398
Yacktman Asset Management
Texas
$30M +$1.29M +5,697 +4%
LI
399
Lafayette Investments
Maryland
$30M -$1.17M -5,182 -4%
AMCA
400
Arthur M. Cohen & Associates
Illinois
$29.9M -$790K -3,490 -3%
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