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 %
SHWM
826
Smith & Howard Wealth Management
Georgia
$7.89M -$292K -1,291 -4%
M
827
MOTCO
Texas
$7.89M +$79.7K +352 +1%
BFM
828
Boston Financial Management
Massachusetts
$7.86M +$470K +2,074 +6%
BCV
829
Banque Cantonale Vaudoise
Switzerland
$7.85M +$7.85M +34,656 New
WSTAM
830
Wilbanks Smith & Thomas Asset Management
Virginia
$7.74M +$268K +1,185 +4%
PCM
831
Palisade Capital Management
New Jersey
$7.73M +$445K +1,965 +6%
OWD
832
Osborn Williams & Donohoe
Ohio
$7.72M -$2.34M -10,328 -23%
VI
833
Vestcor Inc
New Brunswick, Canada
$7.68M +$7.68M +33,918 New
FIB
834
First Interstate Bank
Montana
$7.67M -$173K -766 -2%
KJWM
835
Kiley Juergens Wealth Management
Washington
$7.66M +$354K +1,563 +5%
PAI
836
Pittenger & Anderson Inc
Nebraska
$7.6M -$42.6K -188 -0.6%
FMW
837
Farr Miller & Washington
District of Columbia
$7.57M – – –
EML
838
Eos Management LP
New York
$7.53M – – –
RMC
839
Regis Management Company
California
$7.49M -$55.3K -244 -0.7%
CAM
840
Cubic Asset Management
Massachusetts
$7.49M +$202K +894 +3%
NCM
841
Northside Capital Management
Oregon
$7.46M -$1.04M -4,600 -12%
JWCA
842
J.W. Cole Advisors
Florida
$7.4M +$7.4M +32,664 New
RCC
843
Red Cedar Capital
Nebraska
$7.39M -$27.4K -121 -0.4%
PWW
844
Pettyjohn Wood & White
Virginia
$7.35M -$57.3K -253 -0.8%
TWM
845
TLW Wealth Management
Florida
$7.32M +$24K +106 +0.3%
PAM
846
Private Asset Management
California
$7.3M -$106K -469 -1%
CAM
847
Close Asset Management
United Kingdom
$7.29M +$675K +2,979 +10%
BBA
848
BLB&B Advisors
Pennsylvania
$7.23M -$87.4K -386 -1%
ICM
849
Intrepid Capital Management
Florida
$7.23M -$2.07M -9,134 -22%
SAM
850
Strategy Asset Managers
California
$7.22M -$47.3K -209 -0.7%
32 33
34
35 36