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 %
SRCM
951
Swift Run Capital Management
Virginia
$5.62M -$2.06M -9,073 -27%
CWM
952
Chronos Wealth Management
Florida
$5.61M +$5.61M +24,781 New
KIA
953
KCM Investment Advisors
California
$5.61M +$7.93K +35 +0.1%
LA
954
LFL Advisers
Illinois
$5.58M – – –
AFA
955
Arlington Financial Advisors
California
$5.56M -$55.5K -245 -1%
DT
956
Diversified Trust
Tennessee
$5.55M +$2.54M +11,213 +84%
KJHP
957
K.J. Harrison & Partners
Ontario, Canada
$5.54M +$400K +1,767 +8%
KOCAA
958
Knights of Columbus Asset Advisors
Connecticut
$5.54M +$5.54M +24,436 New
KFGK
959
Keystone Financial Group (Kentucky)
Kentucky
$5.52M -$43.3K -191 -0.8%
EWA
960
Exencial Wealth Advisors
Oklahoma
$5.51M -$75K -331 -1%
HR
961
Howe & Rusling
New York
$5.5M -$130K -576 -2%
ATIA
962
American Trust Investment Advisors
New Hampshire
$5.49M -$41.2K -182 -0.7%
SIA
963
SeaBridge Investment Advisors
New Jersey
$5.48M -$231K -1,020 -4%
OPS
964
Orion Portfolio Solutions
Nebraska
$5.47M +$5.47M +24,158 New
GF
965
Gabelli Funds
New York
$5.44M +$1.81M +8,000 +50%
Lido Advisors
966
Lido Advisors
California
$5.43M +$408K +1,803 +8%
MRI
967
Mad River Investors
Massachusetts
$5.39M -$11.3K -50 -0.2%
RG
968
Rikoon Group
New Mexico
$5.38M +$25.4K +112 +0.5%
BCM
969
Brooktree Capital Management
Michigan
$5.36M +$5.36M +23,681 New
RIM
970
Rampart Investment Management
Connecticut
$5.36M +$300K +1,325 +6%
AF
971
Aldebaran Financial
$5.34M -$801K -3,535 -13%
VPI
972
Value Partners Investments
Manitoba, Canada
$5.34M +$5.34M +23,600 New
Man Group
973
Man Group
United Kingdom
$5.31M – – –
CQS
974
Credential Qtrade Securities
$5.3M -$63K -278 -1%
MPI
975
Mairs & Power Inc
Minnesota
$5.28M +$261K +1,152 +5%
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