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 %
MRCM
601
M&R Capital Management
New Jersey
$14.8M -$449K -1,985 -3%
SBWIC
602
Schaper Benz & Wise Investment Counsel
Wisconsin
$14.8M -$215K -951 -1%
FMII
603
Farmers & Merchants Investments Inc
Nebraska
$14.7M -$357K -1,576 -2%
SPIA
604
Steward Partners Investment Advisory
New York
$14.6M -$6.57K -29 -0%
MA
605
Mutual Advisors
Nebraska
$14.6M +$610K +2,694 +4%
PGIM
606
Pacific Global Investment Management
California
$14.6M +$417K +1,843 +3%
RIL
607
Rothschild Investment LLC
Illinois
$14.5M -$72.7K -321 -0.5%
H
608
HoyleCohen
California
$14.5M -$278K -1,229 -2%
BUB
609
BBVA USA Bancshares
Texas
$14.5M -$98.5K -435 -0.7%
CTI
610
Community Trust & Investment
Kentucky
$14.3M -$431K -1,901 -3%
AWM
611
Absher Wealth Management
North Carolina
$14.3M +$14.3M +63,952 New
EH
612
Equitable Holdings
New York
$14.2M +$14.2M +62,896 New
BEAM
613
Baker Ellis Asset Management
Washington
$14.2M -$372K -1,644 -3%
FAT
614
First American Trust
California
$14.1M +$176K +778 +1%
FSCM
615
Front Street Capital Management
Montana
$14.1M -$72K -318 -0.5%
EP
616
Elkhorn Partners
Nebraska
$14M – – –
CAM
617
Capco Asset Management
Florida
$14M +$87.9K +388 +0.6%
HC
618
Hendley & Co
Ohio
$14M -$2.72K -12 -0%
NCM
619
Novare Capital Management
North Carolina
$14M -$2.73M -12,054 -16%
BFIM
620
Beese Fulmer Investment Management
Ohio
$13.9M +$415K +1,830 +3%
PA
621
Parallel Advisors
California
$13.9M -$5.21K -23 -0%
FSA
622
Franklin Street Advisors
North Carolina
$13.9M -$83.4K -368 -0.6%
CA
623
Callahan Advisors
Texas
$13.9M -$55.5K -245 -0.4%
QI
624
QS Investors
New York
$13.9M +$672K +2,941 +5%
HB
625
Homrich & Berg
Georgia
$13.7M -$243K -1,075 -2%
23 24
25
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