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Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,413 hedge funds and large institutions have $194B invested in Berkshire Hathaway Class B in 2019 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 1,008 increasing their positions, 928 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,413
Holders Change
-4
Holders Change %
-0.17%
% of All Funds
53%
Holding in Top 10
439
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-4.98%
% of All Funds
9.64%
New
98
Increased
1,008
Reduced
928
Closed
83
Calls
$3.06B
Puts
$2.77B
Net Calls
+$294M
Net Calls Change
-$260M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$11.4B
2
BlackRock
BlackRock
New York
$22.7B
3
Vanguard Group
Vanguard Group
Pennsylvania
$29.3B
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$262M
5
Bank of America
Bank of America
North Carolina
$2.15B

Top Sellers

1
MAM
Magellan Asset Management
Australia
$36K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.26B
3
Norges Bank
Norges Bank
Norway
$2.14B
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$246M
5
Deutsche Bank
Deutsche Bank
Germany
$662M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
2426
Atria Investments
North Carolina
– -$3.34M -16,983 Closed
OGC
2427
Oak Grove Capital
New Hampshire
– -$3.47M -16,261 Closed
Holocene Advisors
2428
Holocene Advisors
New York
– -$3.1M -14,555 Closed
DAM
2429
Deltec Asset Management
New York
– -$3.09M -14,500 Closed
QT
2430
Quantbot Technologies
New York
– -$2.7M -12,688 Closed
EWM
2431
Executive Wealth Management
Michigan
– -$2.68M -12,593 Closed
Balyasny Asset Management
2432
Balyasny Asset Management
Illinois
– -$2.14M -10,029 Closed
SL
2433
Signition LP
New York
– -$2.13M -9,994 Closed
IWA
2434
IBEX Wealth Advisors
New Jersey
– -$1.91M -8,938 Closed
FAM
2435
Formidable Asset Management
Ohio
– -$1.59M -7,754 Closed
NL
2436
NKCFO LLC
Illinois
– -$1.48M -6,950 Closed
DCM
2437
Donaldson Capital Management
Indiana
– -$1.37M -6,417 Closed
RMA
2438
Roffman Miller Associates
Pennsylvania
– -$1.36M -6,367 Closed
Cohen & Steers
2439
Cohen & Steers
New York
– -$1.28M -6,003 Closed
SIM
2440
Sonora Investment Management
Arizona
– -$957K -4,489 Closed
PHK
2441
Point72 Hong Kong
Hong Kong
– -$956K -4,486 Closed
CAM
2442
Concorde Asset Management
Michigan
– -$917K -4,298 Closed
DSA
2443
Droms Strauss Advisors
Missouri
– -$858K -4,025 Closed
SIAG
2444
Signet Investment Advisory Group
Rhode Island
– -$849K -3,985 Closed
FSA
2445
Financial Sense Advisors
California
– -$839K -3,937 Closed
JT
2446
Jump Trading
Illinois
– -$833K -3,908 Closed
BWP
2447
BSW Wealth Partners
Colorado
– -$820K -3,849 Closed
BCM
2448
Bienville Capital Management
New York
– -$810K -3,800 Closed
MCM
2449
Marsico Capital Management
Colorado
– -$806K -3,779 Closed
CAW
2450
Cornerstone Advisors (Washington)
Washington
– -$785K -3,681 Closed
96 97
98
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