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 %
KCPG
901
Kavar Capital Partners Group
Kansas
$6.34M -$79.3K -350 -1%
BJL
902
Brighton Jones LLC
Washington
$6.32M -$55.3K -244 -0.9%
RFWA
903
RPg Family Wealth Advisory
Massachusetts
$6.32M -$611K -2,699 -9%
OAG
904
Orbis Allan Gray
Bermuda
$6.32M +$889K +3,927 +16%
TGAM
905
TBH Global Asset Management
Tennessee
$6.3M +$6.3M +27,832 New
BBVA
906
Banco Bilbao Vizcaya Argentaria
Spain
$6.28M +$6.28M +27,742 New
LOPW
907
Live Oak Private Wealth
North Carolina
$6.25M +$6.25M +27,598 New
MC
908
Moors & Cabot
Massachusetts
$6.24M +$16.8K +74 +0.3%
KS
909
Karpas Strategies
Connecticut
$6.22M – – –
FFG
910
Frisch Financial Group
New York
$6.15M +$843K +3,724 +16%
MPAM
911
Murphy Pohlad Asset Management
Minnesota
$6.15M +$30.6K +135 +0.5%
ST
912
Smithfield Trust
Pennsylvania
$6.13M -$28.1K -124 -0.5%
MSAM
913
Moloney Securities Asset Management
Missouri
$6.13M +$99K +437 +2%
MBTD
914
Mechanics Bank - Trust Department
California
$6.1M -$11.3K -50 -0.2%
CCT
915
Country Club Trust
Missouri
$6.1M -$58.9K -261 -1%
EM
916
Excalibur Management
Massachusetts
$6.07M +$299K +1,321 +5%
SFS
917
Searcy Financial Services
Kansas
$6.06M -$54.4K -240 -0.9%
SFSG
918
Stearns Financial Services Group
North Carolina
$6.05M -$59.6K -263 -1%
HT
919
Heritage Trust
Oklahoma
$6.05M +$140K +618 +2%
AF
920
Arrow Financial
New York
$6.03M -$216K -954 -3%
CL
921
CPWM LLC
Washington
$6.02M -$46.2K -204 -0.8%
MWA
922
Marshall Wace Asia
Hong Kong
$6.02M +$6.02M +26,576 New
GFA
923
Gifford Fong Associates
California
$6M – – –
NEI
924
Northwest & Ethical Investments
Ontario, Canada
$5.99M +$773K +3,414 +15%
TC
925
Telemus Capital
Michigan
$5.96M -$618K -2,729 -9%
35 36
37
38 39