BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,927 hedge funds and large institutions have $209B invested in Berkshire Hathaway Class B in 2020 Q4 according to their latest regulatory filings, with 385 funds opening new positions, 974 increasing their positions, 1,195 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,927
Holders Change
+272
Holders Change %
+10.24%
% of All Funds
51.93%
Holding in Top 10
438
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.23%
% of All Funds
7.77%
New
385
Increased
974
Reduced
1,195
Closed
73
Calls
$5.45B
Puts
$4.01B
Net Calls
+$1.44B
Net Calls Change
-$158M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$373M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$358M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$299M
4
Wells Fargo
Wells Fargo
California
+$261M
5
Barclays
Barclays
United Kingdom
+$222M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.44B
2
WCA
Windsor Creek Advisors
Vermont
-$1.24B
3
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.16B
4
BlackRock
BlackRock
New York
-$1.14B
5
Capital World Investors
Capital World Investors
California
-$1.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
976
Graybill Wealth Management
Illinois
$5.75M +$51.5K +222 +0.9%
HSA
977
HBK Sorce Advisory
Pennsylvania
$5.75M +$277K +1,196 +5%
SFG
978
SageGuard Financial Group
Tennessee
$5.7M +$5.7M +24,605 New
PGAM
979
Princeton Global Asset Management
New Jersey
$5.69M -$9.97K -43 -0.2%
HIC
980
Hartline Investment Corp
Illinois
$5.69M -$3.32M -14,321 -37%
RMAM
981
Raab & Moskowitz Asset Management
New Jersey
$5.68M -$34.8K -150 -0.6%
FI
982
FormulaFolio Investments
Michigan
$5.65M +$3.09M +13,319 +120%
PA
983
Parallel Advisors
California
$5.62M -$2.43M -10,460 -30%
NFG
984
Nations Financial Group
Iowa
$5.62M -$260K -1,123 -4%
SLI
985
Sumitomo Life Insurance
Japan
$5.62M -$361K -1,555 -6%
AAP
986
Arax Advisory Partners
Colorado
$5.58M +$27.8K +120 +0.5%
AFA
987
Arlington Financial Advisors
California
$5.58M +$47.5K +205 +0.9%
PA
988
Profund Advisors
Maryland
$5.58M -$150K -647 -3%
CC
989
Codex Capital
New York
$5.58M +$309K +1,330 +6%
FM
990
Family Management
New York
$5.57M +$752K +3,245 +16%
CEI
991
Clark Estates Inc
New York
$5.57M – – –
TU
992
TDAM USA
Ontario, Canada
$5.56M +$85.1K +367 +2%
SYBT
993
Stock Yards Bank & Trust
Kentucky
$5.54M -$124K -536 -2%
SIA
994
SeaBridge Investment Advisors
New Jersey
$5.53M -$271K -1,167 -5%
EFS
995
Essex Financial Services
Connecticut
$5.53M +$444K +1,914 +9%
CSS
996
Cubist Systematic Strategies
Connecticut
$5.52M +$4.08M +17,603 +283%
TFA
997
Trinity Financial Advisors
Ohio
$5.51M +$5.51M +23,396 New
AAMU
998
AEGON Asset Management (UK)
United Kingdom
$5.47M – – –
ZF
999
Zhang Financial
Michigan
$5.47M +$63.8K +275 +1%
RWP
1000
RWA Wealth Partners
Massachusetts
$5.43M +$29.9K +129 +0.6%
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