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 %
CC
676
Chicago Capital
Illinois
$11.6M -$170K -750 -1%
CIA
677
Choate Investment Advisors
Massachusetts
$11.5M -$86.1K -380 -0.7%
MA
678
Montag & Associates
Georgia
$11.5M -$1.17M -5,176 -9%
SWM
679
Sculati Wealth Management
Michigan
$11.4M +$11.4M +50,542 New
LKIM
680
Lawson Kroeker Investment Management
Nebraska
$11.4M -$302K -1,335 -3%
RSVP
681
Ramsay Stattman Vela & Price
Colorado
$11.4M -$2.94K -13 -0%
MCM
682
Murphy Capital Management
New Jersey
$11.4M -$202K -890 -2%
EWM
683
Edge Wealth Management
New York
$11.4M +$161K +713 +1%
BPCE
684
Bank Pictet & Cie (Europe)
Germany
$11.4M -$9.06K -40 -0.1%
AF
685
Ally Financial
Michigan
$11.3M +$3.4M +15,000 +43%
PA
686
Pinnacle Associates
New York
$11.3M +$1.41M +6,206 +14%
TI
687
Trigran Investments
Illinois
$11.3M – – –
KLI
688
Kelman-Lazarov Inc
Tennessee
$11.3M +$69.8K +308 +0.6%
AAM
689
Autus Asset Management
Arizona
$11.3M +$84.5K +373 +0.8%
ACG
690
Allen Capital Group
Nebraska
$11.3M +$714K +3,151 +7%
VCM
691
Violich Capital Management
California
$11.2M -$294K -1,300 -3%
WFG
692
Wills Financial Group
Virginia
$11.1M -$71.8K -317 -0.6%
BPC
693
Banque Pictet & Cie
Switzerland
$11.1M -$240K -1,060 -2%
AWM
694
Altavista Wealth Management
North Carolina
$11.1M +$124K +548 +1%
CCM
695
Consolidated Capital Management
California
$11.1M +$128K +563 +1%
SRAM
696
Stone Ridge Asset Management
New York
$11.1M +$408K +1,800 +4%
Mirae Asset Global Investments
697
Mirae Asset Global Investments
South Korea
$11.1M +$229K +1,013 +2%
FWM
698
Frontier Wealth Management
Missouri
$11M -$2.41M -10,647 -18%
DIM
699
Delta Investment Management
California
$11M +$3.35M +14,801 +44%
O
700
Ossiam
France
$10.9M +$7.12M +31,436 +187%
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