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Berkshire Hathaway Class B

2,938 hedge funds and large institutions have $209B invested in Berkshire Hathaway Class B in 2020 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 977 increasing their positions, 1,199 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more first-time investments, than exits

New positions opened: 387 | Existing positions closed: 73

36% more call options, than puts

Call options by funds: $5.45B | Put options by funds: $4.02B

10% more funds holding

Funds holding: 2,6642,938 (+274)

6% more capital invested

Capital invested by funds: $197B → $209B (+$11.8B)

0% less funds holding in top 10

Funds holding in top 10: 440439 (-1)

0.47% less ownership

Funds ownership: 66.18%65.71% (-0.47%)

19% less repeat investments, than reductions

Existing positions increased: 977 | Existing positions reduced: 1,199

Holders
2,938
Holders Change
+274
Holders Change %
+10.29%
% of All Funds
51.99%
Holding in Top 10
439
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.23%
% of All Funds
7.77%
New
387
Increased
977
Reduced
1,199
Closed
73
Calls
$5.45B
Puts
$4.02B
Net Calls
+$1.43B
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
401
Prana Capital Management
Connecticut
$30.3M +$28.8M +130,723 New
RCAMU
402
Rothschild & Co Asset Management US
Connecticut
$30.3M -$1.63M -7,413 -5%
GT
403
Greenleaf Trust
Michigan
$30.2M +$2.54M +11,535 +10%
PWC
404
PYA Waltman Capital
Tennessee
$30.2M +$173K +787 +0.6%
FAM
405
Fenimore Asset Management
New York
$29.7M -$5.05M -22,945 -15%
NFGCM
406
Norman Fields Gottscho Capital Management
New York
$29.5M -$401K -1,819 -1%
SFM
407
Stack Financial Management
Montana
$29.4M -$200K -906 -0.7%
LI
408
Lafayette Investments
Maryland
$29.4M -$338K -1,535 -1%
DC
409
Defender Capital
North Carolina
$29.1M +$478K +2,172 +2%
WP
410
WealthPLAN Partners
Nebraska
$29.1M -$4.36M -19,793 -14%
NPF
411
Norris Perne & French
Michigan
$29M +$169K +769 +0.6%
WT
412
Washington Trust
Rhode Island
$28.8M +$850K +3,858 +3%
HIC
413
Harvey Investment Company
Kentucky
$28.5M +$121K +548 +0.4%
RIG
414
Roosevelt Investment Group
New York
$28.3M -$93.6K -425 -0.3%
KRS
415
Kentucky Retirement Systems
Kentucky
$28.3M +$1.51M +6,838 +6%
LSERS
416
Louisiana State Employees Retirement System
Louisiana
$28M +$4.43M +20,100 +20%
CCM
417
Covington Capital Management
California
$28M -$276K -1,255 -1%
NMERB
418
New Mexico Educational Retirement Board
New Mexico
$28M -$903K -4,100 -3%
HI
419
Hendershot Investments
Virginia
$27.8M +$449K +2,038 +2%
RC
420
RegentAtlantic Capital
New Jersey
$27.8M -$1.8M -8,166 -6%
AMCA
421
Arthur M. Cohen & Associates
Illinois
$27.7M +$699K +3,173 +3%
CIA
422
Citadel Investment Advisory
Ohio
$27.3M +$26M +117,942 New
CA
423
Capitolis Advisors
New York
$27M +$25.7M +116,583 New
Pacer Advisors
424
Pacer Advisors
Pennsylvania
$27M -$4.52M -20,509 -15%
TVAMP
425
Tennessee Valley Asset Management Partners
Tennessee
$26.9M +$14M +63,692 +122%

BRK.B Hedge Fund Activity: Q4 2020 in Review

2,938 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2020, worth a combined $209B — up 6% from $197B a quarter earlier.

Buyers outnumbered sellers: 387 funds opened new BRK.B positions and 73 closed out — a net gain of 314 holders — while 977 added to existing stakes and 1,199 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $354M. The largest seller was Vanguard Group, cutting an estimated $1.37B.

  • 2,938 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2020, up from 2,664 in Q3 2020.
  • Funds reported $209B of Berkshire Hathaway Class B stock for Q4 2020, up 6% quarter-over-quarter.
  • 387 funds opened new Berkshire Hathaway Class B positions in Q4 2020 and 73 closed out, a net change of +314 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2020 was D.E. Shaw & Co, an estimated $354M added.
  • The largest Berkshire Hathaway Class B seller in Q4 2020 was Vanguard Group, an estimated $1.37B sold.

Based on aggregated 13F filings for Q4 2020.