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 %
RCM
801
RB Capital Management
Nevada
$8.27M +$192K +847 +2%
SSB
802
Sandy Spring Bank
Maryland
$8.27M -$91.7K -405 -1%
SAM
803
Summit Asset Management
Tennessee
$8.24M +$221K +976 +3%
MC
804
Muhlenkamp & Co
Pennsylvania
$8.23M -$906 -4 -0%
PP
805
Palladium Partners
Virginia
$8.22M -$239K -1,054 -3%
DBT
806
Dubuque Bank & Trust
Iowa
$8.22M -$469K -2,072 -5%
BHWM
807
Bar Harbor Wealth Management
New Hampshire
$8.21M +$2.23M +9,861 +37%
TPW
808
Tiller Private Wealth
Pennsylvania
$8.19M -$169K -744 -2%
CCP
809
Corient Capital Partners
California
$8.18M +$721K +3,184 +10%
CBT
810
Capital Bank & Trust
California
$8.15M +$1.99M +8,772 +32%
BRWA
811
B. Riley Wealth Advisors
Florida
$8.14M -$631K -2,787 -7%
HCM
812
Hutner Capital Management
Vermont
$8.09M -$135K -598 -2%
NL
813
NWAM LLC
Washington
$8.07M +$313K +1,381 +4%
ACI
814
Alpha Cubed Investments
California
$8.07M +$355K +1,569 +5%
AI
815
Atria Investments
North Carolina
$8.04M +$8.04M +35,515 New
MYAM
816
Meiji Yasuda Asset Management
Japan
$8.01M -$1.13M -4,980 -12%
WSFS
817
Wilmington Savings Fund Society
Delaware
$8M +$41.9K +185 +0.5%
ZCA
818
Zeke Capital Advisors
Pennsylvania
$8M +$145K +640 +2%
BDS
819
Banco de Sabadell
Florida
$7.99M +$1.09M +4,819 +16%
MCMT
820
Moon Capital Management (Tennessee)
Tennessee
$7.98M +$43.7K +193 +0.6%
VAM
821
Velanne Asset Management
United Kingdom
$7.98M +$3.62K +16 +0%
DAM
822
Davis Asset Management
California
$7.93M – – –
EAM
823
Evanson Asset Management
California
$7.92M +$49.8K +220 +0.6%
FNT
824
First National Trust
Pennsylvania
$7.91M -$148K -652 -2%
OIA
825
OneDigital Investment Advisors
Kansas
$7.9M -$206K -909 -3%
31 32
33
34 35