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 %
NFC
651
Northeast Financial Consultants
Connecticut
$12.4M -$536K -2,367 -4%
EGA
652
Eagle Global Advisors
Texas
$12.4M -$206K -910 -2%
VIP
653
Vantage Investment Partners
Missouri
$12.4M +$190K +840 +2%
AP
654
Advisor Partners
California
$12.4M +$791K +3,466 +7%
BFG
655
Beacon Financial Group
Texas
$12.3M -$375K -1,655 -3%
BDWM
656
Brewin Dolphin Wealth Management
Ireland
$12.3M +$181K +797 +1%
MCM
657
MAI Capital Management
Ohio
$12.3M +$2.08M +9,169 +20%
PL
658
Parkwood LLC
Ohio
$12.3M +$3.64M +16,052 +42%
GCM
659
GoodHaven Capital Management
New Jersey
$12.2M -$759K -3,350 -6%
CWM
660
Cabot Wealth Management
Massachusetts
$12.2M +$384K +1,697 +3%
NRS
661
Neville Rodie & Shaw
New York
$12.2M -$75.9K -335 -0.6%
SF
662
Synovus Financial
Georgia
$12.2M -$233K -1,030 -2%
SW
663
SVB Wealth
Massachusetts
$12.2M +$1.33M +5,855 +12%
WA
664
WP Advisors
California
$12.2M +$310K +1,367 +3%
SAM
665
SP Asset Management
California
$12.1M -$580K -2,560 -5%
AF
666
Alerus Financial
North Dakota
$12.1M +$228K +1,006 +2%
BAPIM
667
British Airways Pensions Investment Management
United Kingdom
$12.1M -$951K -4,200 -7%
OMC
668
Overbrook Management Corp
New York
$12M -$38.1K -168 -0.3%
WCF
669
West Coast Financial
California
$11.9M +$104K +458 +0.9%
IC
670
IEQ Capital
California
$11.9M +$11.9M +52,462 New
MI
671
Markston International
New York
$11.8M +$260K +1,147 +2%
MC
672
Middleton & Co
Massachusetts
$11.8M +$55K +243 +0.5%
WC
673
Wexford Capital
Florida
$11.7M -$20.4M -90,182 -64%
KAM
674
Knightsbridge Asset Management
California
$11.6M +$24K +106 +0.2%
AIP
675
Ameritas Investment Partners
Nebraska
$11.6M -$391K -1,727 -3%
25 26
27
28 29