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 %
SSWM
501
Smith Salley Wealth Management
North Carolina
$20.6M -$485K -2,143 -2%
ECM
502
Elgethun Capital Management
South Dakota
$20.5M +$339K +1,495 +2%
AA
503
Ancora Advisors
Ohio
$20.4M +$299K +1,322 +1%
ACM
504
Alta Capital Management
Utah
$20.4M -$729K -3,217 -3%
NPF
505
Norris Perne & French
Michigan
$20.4M +$166K +733 +0.8%
SAM
506
Sawgrass Asset Management
Florida
$20.3M -$981K -4,332 -5%
DP
507
DDD Partners
Washington
$20.2M -$124K -549 -0.6%
PWC
508
PYA Waltman Capital
Tennessee
$20.2M +$20.2M +89,220 New
AIMCA
509
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$20.1M -$5.46M -24,100 -21%
GIA
510
Guyasuta Investment Advisors
Pennsylvania
$20M +$959K +4,233 +5%
BFA
511
Beaumont Financial Advisors
Massachusetts
$20M -$230K -1,014 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
512
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$19.9M -$2.49M -11,000 -11%
YIA
513
YHB Investment Advisors
Connecticut
$19.9M +$227 +1 +0%
AWM
514
Arbor Wealth Management
Florida
$19.8M +$995K +4,391 +5%
SAM
515
Silvercrest Asset Management
New York
$19.8M -$162K -716 -0.8%
JIC
516
Johnson Investment Counsel
Ohio
$19.8M -$118K -519 -0.6%
GC
517
Guggenheim Capital
Illinois
$19.8M +$200K +881 +1%
JFA
518
Johanson Financial Advisors
California
$19.8M +$19.7M +4,457,806 +22,170%
CFA
519
Carroll Financial Associates
North Carolina
$19.7M +$73.2K +323 +0.4%
TAF
520
Tredje AP-fonden
Sweden
$19.7M -$4.47M -19,724 -18%
SMDAM
521
Sumitomo Mitsui DS Asset Management
Japan
$19.7M +$135K +595 +0.7%
HLCM
522
Hi-Line Capital Management
South Dakota
$19.7M +$1.38M +6,101 +8%
RIM
523
Redpoint Investment Management
Australia
$19.5M -$310K -1,369 -2%
AL
524
AJO LP
Pennsylvania
$19.3M +$17.2M +75,772 +790%
AWM
525
AE Wealth Management
Kansas
$19.2M +$2.78M +12,292 +17%
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