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 %
RC
551
RBO & Co
California
$17.1M -$175K -774 -1%
MSE
552
MUFG Securities EMEA
United Kingdom
$17M +$17M +75,000 New
SC
553
Selz Capital
New York
$17M +$17M +75,000 New
CA
554
Cetera Advisors
Colorado
$16.8M +$63.5K +280 +0.4%
MWM
555
Madison Wealth Management
Ohio
$16.8M +$16.8M +73,968 New
CI Investments Inc
556
CI Investments Inc
Ontario, Canada
$16.7M -$60.2M -265,819 -78%
EDRH
557
Edmond de Rothschild Holding
Switzerland
$16.7M -$134K -590 -0.8%
Wealthfront Advisers
558
Wealthfront Advisers
California
$16.6M +$1.19M +5,271 +8%
WWM
559
Western Wealth Management
Colorado
$16.6M +$591K +2,619 +4%
WF
560
Welch & Forbes
Massachusetts
$16.5M -$192K -849 -1%
PI
561
PEAK6 Investments
Illinois
$16.5M -$29.8M -60,548 -64%
SNB
562
Security National Bank
Nebraska
$16.4M +$37.6K +166 +0.2%
BSW
563
Buckingham Strategic Wealth
Missouri
$16.4M -$629K -2,778 -4%
WTC
564
WhitTier Trust Company
Nevada
$16.3M -$1.11M -4,895 -6%
CA
565
CapWealth Advisors
Tennessee
$16.3M +$265K +1,172 +2%
WCM
566
Wedge Capital Management
North Carolina
$16.2M -$57.8K -255 -0.4%
PWP
567
Private Wealth Partners
California
$16.1M +$2.16M +9,540 +16%
KCM
568
Kanawha Capital Management
Virginia
$16M +$5.21K +23 +0%
FTIOP
569
Fiduciary Trust International of Pennsylvania
Pennsylvania
$16M -$6.97M -30,785 -30%
TAM
570
Taurus Asset Management
New York
$16M -$22.7K -100 -0.1%
MPWT
571
MassMutual Private Wealth & Trust
Connecticut
$16M +$3.09M +13,657 +24%
TIP
572
Torray Investment Partners
Maryland
$15.9M -$76.8K -339 -0.5%
IPGDR
573
Investidor Profissional Gestao de Recursos
Brazil
$15.9M +$1.53M +6,744 +11%
SC
574
Spindletop Capital
New York
$15.9M – – –
MGIA
575
Moneta Group Investment Advisors
Missouri
$15.9M +$153K +676 +1%
21 22
23
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