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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

772 hedge funds and large institutions have $31.9B invested in Berkshire Hathaway Class A in 2016 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 69 increasing their positions, 102 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
-7
Holders Change %
-0.9%
% of All Funds
20.63%
Holding in Top 10
75
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.35%
% of All Funds
2%
New
39
Increased
69
Reduced
102
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LC
Lourd Capital
California
+$512M
2
Capital World Investors
Capital World Investors
California
+$262M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$113M
4
TAM
Troy Asset Management
United Kingdom
+$108M
5
Norges Bank
Norges Bank
Norway
+$34.5M

Top Sellers

1
RCG
Ruane, Cunniff & Goldfarb
New York
-$202M
2
VF
Virtu Financial
New York
-$69.6M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$41.5M
4
IVA
International Value Advisers
-$25.7M
5
BBHC
Brown Brothers Harriman & Co
New York
-$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Flossbach Von Storch
426
Flossbach Von Storch
Germany
$1.08M – – –
AWA
427
Arete Wealth Advisors
Illinois
$1.08M – – –
AG
428
Aperio Group
California
$1.08M +$216K +1 +25%
BFIM
429
Beese Fulmer Investment Management
Ohio
$1.08M +$1.08M +5 New
SWP
430
Stratos Wealth Partners
Ohio
$1.08M +$1.08M +5 New
PAG
431
Private Advisor Group
New Jersey
$1.07M – – –
JCM
432
Jacobi Capital Management
Pennsylvania
$1.07M – – –
IG
433
ING Group
Netherlands
$1.06M – – –
RIG
434
Roosevelt Investment Group
New York
$865K -$433K -2 -33%
PA
435
Pinnacle Associates
New York
$865K -$216K -1 -20%
EA
436
Emerald Acquisition
Washington
$865K -$216K -1 -20%
OMCS
437
Old Mutual Customised Solutions
South Africa
$865K -$216K -1 -20%
BCI
438
Brinker Capital Investments
Pennsylvania
$865K – – –
SIC
439
Schwartz Investment Counsel
Michigan
$865K – – –
MC
440
Middleton & Co
Massachusetts
$865K – – –
PCM
441
Parsons Capital Management
Rhode Island
$865K – – –
MCM
442
MAI Capital Management
Ohio
$865K – – –
BFM
443
Boston Financial Management
Massachusetts
$865K – – –
WT
444
Washington Trust
Rhode Island
$865K – – –
RC
445
Roundview Capital
New Jersey
$865K – – –
TSS
446
Thomas Story & Son
Indiana
$865K – – –
NFC
447
Northeast Financial Consultants
Connecticut
$865K – – –
CIA
448
Capital Impact Advisors
Massachusetts
$865K – – –
WA
449
Wheatland Advisors
Pennsylvania
$865K – – –
SFS
450
Summit Financial Strategies
Ohio
$865K – – –
16 17
18
19 20