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 %
MWM
851
Mission Wealth Management
California
$7.21M +$55.7K +246 +0.8%
IFLIT
852
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$7.2M – – –
AAIM
853
Asset Advisors Investment Management
Georgia
$7.14M +$159K +700 +2%
POIA
854
Pin Oak Investment Advisors
Texas
$7.12M +$79.3K +350 +1%
AWS
855
Arkfeld Wealth Strategies
Nebraska
$7.11M +$7.11M +34,197 New
CHP
856
Cable Hill Partners
Oregon
$7.1M -$270K -1,190 -4%
SA
857
Sycale Advisors
New York
$7.08M +$7.08M +31,239 New
MFCM
858
Mercator Fund (Cayman Master)
New York
$7.08M +$7.08M +31,239 New
IRF
859
IBM Retirement Fund
New York
$7.07M -$285K -1,257 -4%
IA
860
IFP Advisors
Florida
$7.05M -$1.9M -8,418 -21%
PMG
861
ProVise Management Group
Florida
$7M -$203K -895 -3%
MIM
862
Martin Investment Management
Florida
$6.98M -$4.97M -21,924 -42%
BNP Paribas Asset Management
863
BNP Paribas Asset Management
France
$6.98M -$2.63M -11,627 -27%
WCM
864
WealthBridge Capital Management
Ohio
$6.97M +$193K +850 +3%
NFG
865
Next Financial Group
Texas
$6.97M +$364K +1,606 +6%
FAB
866
First American Bank
Illinois
$6.91M +$6.91M +30,510 New
ATI
867
Act Two Investors
California
$6.91M -$26.7K -118 -0.4%
STB
868
S&T Bank
Pennsylvania
$6.89M +$1.59K +7 +0%
PJSIMP
869
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.88M -$35.8K -158 -0.5%
CA
870
Clearstead Advisors
Ohio
$6.87M +$71.4K +315 +1%
HHMI
871
Howard Hughes Medical Institute
Maryland
$6.8M – – –
TAM
872
Telemark Asset Management
Massachusetts
$6.8M +$6.8M +30,000 New
FIM
873
Freedom Investment Management
Connecticut
$6.78M +$737K +3,253 +12%
CI
874
Conning Inc
Connecticut
$6.78M -$149K -660 -2%
SLI
875
Sumitomo Life Insurance
Japan
$6.76M +$381K +1,681 +6%
33 34
35
36 37