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 %
CIM
426
Courant Investment Management
Tennessee
$26.3M – – –
WT
427
Washington Trust
Rhode Island
$26.2M +$22.5M +99,281 +599%
BF
428
BOK Financial
Oklahoma
$26.2M +$1.77M +7,794 +7%
HI
429
Hendershot Investments
Virginia
$26.1M +$1.41M +6,228 +6%
GG
430
Gofen & Glossberg
Illinois
$25.7M +$506K +2,233 +2%
DC
431
Defender Capital
North Carolina
$25.7M -$2.08M -9,165 -7%
DOA
432
D'Orazio & Associates
Virginia
$25.5M -$107K -471 -0.4%
HCM
433
Hollencrest Capital Management
California
$25.4M +$29.7K +131 +0.1%
NPA
434
Nichols & Pratt Advisers
Massachusetts
$25.4M -$1.37M -6,044 -5%
OCM
435
Osterweis Capital Management
California
$25.4M +$3.75M +16,543 +17%
WI
436
Wintrust Investments
Illinois
$25.4M -$837K -3,719 -3%
FDCC
437
Foster Dykema Cabot & Co
Massachusetts
$25.3M -$6.33M -27,951 -20%
TAM
438
Tocqueville Asset Management
New York
$25M -$1.28M -5,645 -5%
JIC
439
JRM Investment Counsel
Nebraska
$24.7M +$380K +1,678 +2%
ADEF
440
Adams Diversified Equity Fund
Maryland
$24.4M +$10.6M +46,700 +77%
SAM
441
Shell Asset Management
Netherlands
$24.2M -$4.81M -21,234 -17%
TCOV
442
Trust Company of Vermont
Vermont
$24.1M +$284K +1,252 +1%
BB
443
Busey Bank
Illinois
$24.1M +$13.6K +60 +0.1%
AFA
444
American Financial Advisors
Georgia
$24.1M -$9.02M -43,497 -27%
FAAS
445
First Allied Advisory Services
California
$24.1M -$454K -2,002 -2%
RCM
446
Rockshelter Capital Management
Pennsylvania
$24M -$599K -2,645 -2%
GAM
447
Gotham Asset Management
New York
$24M +$5.65M +24,965 +31%
JCM
448
Jacobi Capital Management
Pennsylvania
$23.8M +$628K +2,771 +3%
WIC
449
Whitegate Investment Counselors
New Hampshire
$23.8M -$124K -549 -0.5%
CANC
450
Culbertson A N & Co
Virginia
$23.8M -$677K -2,989 -3%
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