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 %
OI
976
Oakbrook Investments
Illinois
$5.27M -$5.89M -26,000 -53%
BAC
977
Boys Arnold & Co
North Carolina
$5.27M +$73.2K +323 +1%
AIM
978
Anchor Investment Management
South Carolina
$5.26M -$11.3K -50 -0.2%
FVSAZ
979
Flossbach von Storch AG Zurich
Switzerland
$5.26M -$226K -1,000 -4%
FI
980
Financial Insights
Washington
$5.25M -$81.1K -358 -2%
P
981
Pitcairn
Pennsylvania
$5.24M -$145K -640 -3%
CL
982
Choreo LLC
Illinois
$5.22M +$1.5M +6,631 +40%
SNBOSCI
983
Security National Bank of Sioux City Iowa
Iowa
$5.19M +$29.7K +131 +0.6%
GT
984
Glenview Trust
Kentucky
$5.16M +$73.4K +324 +1%
EIP
985
Ellis Investment Partners
Pennsylvania
$5.1M -$57.1K -250 -1%
IB
986
Intrust Bank
Kansas
$5.09M +$340K +1,500 +7%
TIA
987
Traphagen Investment Advisors
New Jersey
$5.09M – – –
BPA
988
Beacon Pointe Advisors
California
$5.09M +$5.09M +22,456 New
TCOO
989
Trust Company of Oklahoma
Oklahoma
$5.08M +$2.57M +11,345 +102%
RAM
990
RK Asset Management
Michigan
$5.08M -$96.5K -426 -2%
BS
991
Banco Santander
Spain
$5.06M +$61.8K +273 +1%
ZIC
992
ZWJ Investment Counsel
Georgia
$5.04M +$2.92M +12,905 +138%
CA
993
Cambridge Advisors
Nebraska
$5.04M +$5.04M +22,237 New
OCAM
994
Onex Canada Asset Management
Ontario, Canada
$5.02M -$94.1K -424 -2%
APP
995
Avantax Planning Partners
Iowa
$5.01M -$109K -480 -2%
PCAP
996
Pratt Collard Advisory Partners
New York
$5M -$55.3K -244 -1%
HSA
997
HBK Sorce Advisory
Pennsylvania
$4.98M +$151K +666 +3%
MIP
998
Marietta Investment Partners
Wisconsin
$4.98M – – –
ZF
999
Zhang Financial
Michigan
$4.97M +$638K +2,814 +15%
BOH
1000
Bank of Hawaii
Hawaii
$4.97M -$260K -1,149 -5%
38 39
40
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