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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

636 hedge funds and large institutions have $28.7B invested in Berkshire Hathaway Class A in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 102 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
-122
Holders Change %
-16.09%
% of All Funds
17.78%
Holding in Top 10
80
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.24%
New
26
Increased
78
Reduced
102
Closed
146
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$141M
2
CBOA
Commonwealth Bank of Australia
Australia
+$85.1M
3
BIC
Bridges Investment Counsel
Nebraska
+$52M
4
Creative Planning
Creative Planning
Kansas
+$44.5M
5
VIP
Vantage Investment Partners
Missouri
+$29.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$171M
2
DSA
Davis Selected Advisers
Arizona
-$157M
3
RHFI
Reilly Herbert Faulkner III
-$134M
4
First Manhattan
First Manhattan
New York
-$129M
5
TAM
Troy Asset Management
United Kingdom
-$84.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
501
Mercer Capital Advisers
New Jersey
$586K – – –
IC
502
Intersect Capital
California
$586K – – –
FG
503
Fiduciary Group
Georgia
$586K – – –
ST
504
Spinnaker Trust
Maine
$586K – – –
PBT
505
Pictet Bank & Trust
Bahamas
$586K – – –
LS
506
Livforsakringsbolaget Skandia
Sweden
$586K – – –
FTIOP
507
Fiduciary Trust International of Pennsylvania
Pennsylvania
$586K – – –
CPA
508
Court Place Advisors
Maryland
$586K – – –
PAG
509
Private Advisor Group
New Jersey
$586K – – –
TIM
510
Tortoise Investment Management
New York
$586K – – –
ARMT
511
Amica Retiree Medical Trust
Rhode Island
$586K – – –
MCM
512
MAI Capital Management
Ohio
$586K +$195K +1 +50%
AWM
513
Avior Wealth Management
Nebraska
$586K +$195K +1 +50%
Carson Wealth (CWM LLC)
514
Carson Wealth (CWM LLC)
Nebraska
$586K +$195K +1 +50%
Flossbach Von Storch
515
Flossbach Von Storch
Germany
$586K +$195K +1 +50%
PGFC
516
Peapack-Gladstone Financial Corp
New Jersey
$586K +$195K +1 +50%
CCT
517
Country Club Trust
Missouri
$585K – – –
IH
518
IFC Holdings
Florida
$584K – – –
RCG
519
Ruggie Capital Group
Florida
$413K -$1.65M -8 -80%
VCP
520
Vista Capital Partners
Oregon
$412K – – –
PCMK
521
Paragon Capital Management (Kansas)
Kansas
$400K +$400K +200 New
1832 Asset Management
522
1832 Asset Management
Ontario, Canada
$392K – – –
LNC
523
Lincoln National Corp
Pennsylvania
$391K – – –
ECM
524
Estabrook Capital Management
New York
$390K – – –
JAFL
525
Jay A. Fishman Ltd
Michigan
$390K – – –
19 20
21
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