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 %
FMWA
926
Forvis Mazars Wealth Advisors
Missouri
$5.96M +$560K +2,473 +10%
RWP
927
RWA Wealth Partners
Massachusetts
$5.94M -$156K -689 -3%
MWP
928
MYCIO Wealth Partners
Pennsylvania
$5.94M +$1.13M +4,988 +24%
TCM
929
Telos Capital Management
California
$5.91M +$46K +203 +0.8%
VNB
930
Virginia National Bank
Virginia
$5.9M -$1.5M -6,610 -20%
CAM
931
Cresset Asset Management
Illinois
$5.89M +$1.95M +8,617 +50%
SYBT
932
Stock Yards Bank & Trust
Kentucky
$5.84M -$240K -1,060 -4%
FIM
933
FourPoints Investment Managers
France
$5.81M -$1.33M -5,850 -19%
JWM
934
Jupiter Wealth Management
Colorado
$5.8M -$17.5K -77 -0.3%
TPCW
935
TD Private Client Wealth
New York
$5.8M +$5.8M +25,610 New
Squarepoint
936
Squarepoint
New York
$5.79M +$5.79M +25,549 New
ONB
937
Old National Bancorp
Indiana
$5.77M -$74.3K -328 -1%
HAC
938
Harbor Advisory Corp
New Hampshire
$5.74M -$62.1K -274 -1%
IEFM
939
IQ EQ Fund Management
Ireland
$5.72M – – –
DAS
940
Dynamic Advisor Solutions
Arizona
$5.72M -$77.2K -341 -1%
CA
941
Cullinan Associates
Kentucky
$5.7M -$273K -1,205 -5%
RMAM
942
Raab & Moskowitz Asset Management
New Jersey
$5.68M -$151K -665 -3%
AAM
943
Auxier Asset Management
Oregon
$5.68M -$27.2K -120 -0.5%
TU
944
TDAM USA
Ontario, Canada
$5.67M -$124K -548 -2%
JRP
945
Jasper Ridge Partners
California
$5.66M -$1.23M -5,450 -18%
AP
946
Atlas Principals
North Carolina
$5.66M +$5.66M +25,000 New
PFP
947
Pinnacle Financial Partners
Tennessee
$5.65M +$703K +3,105 +14%
HCM
948
Highlander Capital Management
New Jersey
$5.64M -$102K -450 -2%
PCM
949
Pointe Capital Management
Michigan
$5.63M -$346K -1,529 -6%
EFS
950
Essex Financial Services
Connecticut
$5.63M +$621K +2,744 +12%
36 37
38
39 40