BRK.A icon

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 %
JIR
626
James Investment Research
Ohio
$195K – – –
VHAM
627
Van Hulzen Asset Management
California
$195K – – –
SIA
628
SeaBridge Investment Advisors
New Jersey
$195K – – –
MLIM
629
Mountain Lake Investment Management
Florida
$195K – – –
EDRS
630
Edmond de Rothschild (Suisse)
Switzerland
$195K – – –
KCPG
631
Kavar Capital Partners Group
Kansas
$195K – – –
SAS
632
Stelac Advisory Services
New York
$195K +$195K +1 New
ACM
633
Argentus Capital Management
Texas
$195K +$195K +1 New
SI
634
Sentry Investments
Ontario, Canada
$106K +$15.2K +78 +17%
FNBOO
635
First National Bank of Omaha
Nebraska
$10.9K +$1.17K +6 +12%
CG
636
Colony Group
Massachusetts
$7K -$140 -1 -2%
CK
637
Carnick & Kubik
Colorado
– -$2.05M -1,000 Closed
Invesco
638
Invesco
Georgia
– -$171M -833 Closed
BUB
639
BBVA USA Bancshares
Texas
– -$1.23M -501 Closed
WA
640
Wealth Architects
California
– -$1.02M -500 Closed
TAM
641
Troy Asset Management
United Kingdom
– -$84.4M -412 Closed
MMPW
642
Mitchell McLeod Pugh & Williams
Alabama
– -$410K -200 Closed
PIA
643
Peachtree Investment Advisors
Georgia
– -$410K -200 Closed
Manulife (Manufacturers Life Insurance)
644
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$38.3K -187 Closed
FIM
645
Frontier Investment Management
Texas
– -$205K -100 Closed
SCM
646
SOL Capital Management
Maryland
– -$205K -100 Closed
WPC
647
Waters Parkerson & Co
Louisiana
– -$205K -100 Closed
LFA
648
Landmark Financial Advisors
Kentucky
– -$204K -100 Closed
BFG
649
Bouchey Financial Group
New York
– -$205K -100 Closed
D.E. Shaw & Co
650
D.E. Shaw & Co
New York
– -$20.5M -100 Closed
24 25
26
27 28