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 %
AMIM
1226
Aull & Monroe Investment Management
Alabama
$3.04M – – –
HW
1227
Hedeker Wealth
Illinois
$3.04M +$116K +514 +4%
FAIM
1228
Financial Advocates Investment Management
Washington
$3.03M -$392K -1,730 -11%
UBPAM
1229
Union Bancaire Privee Asset Management
New York
$3.03M +$476K +2,100 +19%
LOAME
1230
Lombard Odier Asset Management (Europe)
United Kingdom
$3.03M – – –
GTAM
1231
Global Trust Asset Management
Florida
$3.03M -$14.7K -65 -0.5%
CBTWT
1232
Community Bank & Trust (Waco, Texas)
Texas
$3.03M +$156K +689 +5%
ERIM
1233
Eagle Ridge Investment Management
Connecticut
$3.03M -$68K -300 -2%
CFG
1234
Cooper Financial Group
California
$3.02M -$34.4K -152 -1%
GFP
1235
Gryphon Financial Partners
Ohio
$3.01M +$68.2K +301 +2%
SIAP
1236
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.99M +$47.6K +210 +2%
LHC
1237
Little House Capital
Massachusetts
$2.99M -$1.23M -5,425 -29%
NCM
1238
Next Capital Management
New York
$2.99M -$4.98K -15 -0.2%
SC
1239
Slow Capital
California
$2.98M -$17.9K -79 -0.6%
SIMM
1240
Stillwater Investment Management (Minnesota)
Minnesota
$2.98M +$36.7K +162 +1%
IWC
1241
Integrated Wealth Concepts
Massachusetts
$2.97M +$191K +842 +7%
WG
1242
Winton Group
United Kingdom
$2.96M -$161K -709 -5%
AP
1243
Appleton Partners
Massachusetts
$2.96M +$82.2K +363 +3%
Dodge & Cox
1244
Dodge & Cox
California
$2.94M – – –
MHIC
1245
Marble Harbor Investment Counsel
Massachusetts
$2.94M -$39.6K -175 -1%
MCM
1246
Mitchell Capital Management
Kansas
$2.93M +$216K +955 +8%
RCA
1247
Resonant Capital Advisors
Wisconsin
$2.93M +$2.93M +12,915 New
PBC
1248
Pavion Blue Capital
California
$2.92M +$2.92M +12,901 New
BCWM
1249
Blue Chip Wealth Management
Florida
$2.92M -$3.4K -15 -0.1%
DHFB
1250
Dixon Hubard Feinour & Brown
Virginia
$2.91M – – –
48 49
50
51 52