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Berkshire Hathaway Class B

2,938 hedge funds and large institutions have $209B invested in Berkshire Hathaway Class B in 2020 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 977 increasing their positions, 1,199 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more first-time investments, than exits

New positions opened: 387 | Existing positions closed: 73

36% more call options, than puts

Call options by funds: $5.45B | Put options by funds: $4.02B

10% more funds holding

Funds holding: 2,6642,938 (+274)

6% more capital invested

Capital invested by funds: $197B → $209B (+$11.8B)

0% less funds holding in top 10

Funds holding in top 10: 440439 (-1)

0.47% less ownership

Funds ownership: 66.18%65.71% (-0.47%)

19% less repeat investments, than reductions

Existing positions increased: 977 | Existing positions reduced: 1,199

Holders
2,938
Holders Change
+274
Holders Change %
+10.29%
% of All Funds
51.99%
Holding in Top 10
439
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.23%
% of All Funds
7.77%
New
387
Increased
977
Reduced
1,199
Closed
73
Calls
$5.45B
Puts
$4.02B
Net Calls
+$1.43B
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
126
Stifel Financial
Missouri
$188M +$120K +543 +0.1%
Treasurer of the State of North Carolina
127
Treasurer of the State of North Carolina
North Carolina
$185M -$2.08M -9,450 -1%
RRAM
128
River Road Asset Management
Kentucky
$183M +$5.66M +25,710 +3%
Rafferty Asset Management
129
Rafferty Asset Management
New York
$182M +$26.2M +118,874 +18%
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$178M +$6.17M +28,040 +4%
SI
131
Scharf Investments
California
$176M -$1.81M -8,223 -1%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$172M -$72.1M -327,451 -31%
Victory Capital Management
133
Victory Capital Management
Texas
$171M -$6.03M -27,401 -4%
EHC
134
Everett Harris & Co
California
$169M -$9.61M -43,623 -6%
JMPWA
135
JP Morgan Private Wealth Advisors
California
$163M +$3.6M +16,340 +2%
Janus Henderson Group
136
Janus Henderson Group
United Kingdom
$162M -$37.4M -169,728 -20%
PAMU
137
Pictet Asset Management (UK)
United Kingdom
$162M -$800K -3,634 -0.5%
Aberdeen Group
138
Aberdeen Group
United Kingdom
$161M +$4.99M +22,676 +3%
GC
139
Giverny Capital
Quebec, Canada
$160M +$3.56M +16,160 +2%
Robeco Institutional Asset Management
140
Robeco Institutional Asset Management
Netherlands
$159M +$10M +45,603 +7%
Asset Management One
141
Asset Management One
Japan
$159M -$528K -2,398 -0.3%
US Bancorp
142
US Bancorp
Minnesota
$156M +$241K +1,094 +0.2%
GIA
143
Gateway Investment Advisers
Ohio
$154M -$10.5M -47,556 -7%
AI
144
Ariel Investments
Illinois
$151M -$12.7M -57,537 -8%
GIM
145
Greylin Investment Management
Virginia
$151M -$2M -9,085 -1%
SOMRS
146
State of Michigan Retirement System
Michigan
$149M -$12.7M -57,480 -8%
AAM
147
Anglepoint Asset Management
Cayman Islands
$148M
WIM
148
Weitz Investment Management
Nebraska
$145M -$18.8M -85,250 -12%
MC
149
Metropolis Capital
United Kingdom
$145M -$453K -2,058 -0.3%
ESBC
150
E.S. Barr & Co
Kentucky
$144M -$6.85M -31,101 -5%

BRK.B Hedge Fund Activity: Q4 2020 in Review

2,938 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2020, worth a combined $209B — up 6% from $197B a quarter earlier.

Buyers outnumbered sellers: 387 funds opened new BRK.B positions and 73 closed out — a net gain of 314 holders — while 977 added to existing stakes and 1,199 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $354M. The largest seller was Vanguard Group, cutting an estimated $1.37B.

  • 2,938 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2020, up from 2,664 in Q3 2020.
  • Funds reported $209B of Berkshire Hathaway Class B stock for Q4 2020, up 6% quarter-over-quarter.
  • 387 funds opened new Berkshire Hathaway Class B positions in Q4 2020 and 73 closed out, a net change of +314 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2020 was D.E. Shaw & Co, an estimated $354M added.
  • The largest Berkshire Hathaway Class B seller in Q4 2020 was Vanguard Group, an estimated $1.37B sold.

Based on aggregated 13F filings for Q4 2020.