BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,655 hedge funds and large institutions have $115B invested in Berkshire Hathaway Class B in 2015 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 750 increasing their positions, 543 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,655
Holders Change
-32
Holders Change %
-1.9%
% of All Funds
46.25%
Holding in Top 10
309
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+6.55%
% of All Funds
8.64%
New
61
Increased
750
Reduced
543
Closed
80
Calls
$1.11B
Puts
$768M
Net Calls
+$341M
Net Calls Change
-$53.9M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$10.4B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.49B
3
Vanguard Group
Vanguard Group
Pennsylvania
$12.6B
4
Fidelity International
Fidelity International
Bermuda
$339M
5
Ameriprise
Ameriprise
Minnesota
$823M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$396M
2
Prudential Financial
Prudential Financial
New Jersey
$405M
3
AllianceBernstein
AllianceBernstein
Tennessee
$681M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$40.4M
5
Goldman Sachs
Goldman Sachs
New York
$330M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
351
Roundview Capital
New Jersey
$18.4M +$1.15M +8,844 +7%
FAM
352
Fenimore Asset Management
New York
$18.4M +$59.2K +454 +0.3%
DOA
353
D'Orazio & Associates
Virginia
$18.4M -$756K -5,518 -4%
CAG
354
Crestwood Advisors Group
Massachusetts
$18.4M +$570K +4,374 +3%
BIM
355
Bridges Investment Management
Nebraska
$18.4M – – –
BIC
356
Bridges Investment Counsel
Nebraska
$18.4M +$9.55M +70,164 +108%
ACM
357
Aquamarine Capital Management
New York
$18.3M – – –
ICM
358
Intrepid Capital Management
Florida
$17.8M -$70.2K -538 -0.4%
LSERS
359
Louisiana State Employees Retirement System
Louisiana
$17.8M +$509K +3,900 +3%
SFG
360
Sather Financial Group
Texas
$17.8M +$3.99M +30,562 +29%
MAM
361
Martingale Asset Management
Massachusetts
$17.8M -$1.77M -13,542 -9%
CTC
362
Central Trust Company
Missouri
$17.8M +$127K +972 +0.7%
LI
363
LMCG Investments
Massachusetts
$17.7M -$117K -895 -0.7%
VIMU
364
Veritas Investment Management (UK)
United Kingdom
$17.6M +$1.11M +8,495 +7%
BA
365
Boston Advisors
Massachusetts
$17.6M -$1.93M -14,837 -10%
DC
366
Deere & Company
Illinois
$17.6M -$2.39M -18,310 -12%
GJIC
367
Gamble Jones Investment Counsel
California
$17.5M +$796K +6,106 +5%
RIG
368
Roosevelt Investment Group
New York
$17.5M +$2.67M +20,502 +18%
CAM
369
Capstone Asset Management
Texas
$17.4M +$474K +3,636 +3%
SHWM
370
Smith & Howard Wealth Management
Georgia
$17.1M -$312K -2,396 -2%
ACA
371
Anchor Capital Advisors
Massachusetts
$16.9M -$497K -3,810 -3%
CAN
372
Cetera Advisor Networks
California
$16.8M +$718K +5,498 +4%
KRS
373
Kentucky Retirement Systems
Kentucky
$16.8M +$716K +5,489 +4%
Northwestern Mutual Wealth Management
374
Northwestern Mutual Wealth Management
Wisconsin
$16.8M +$2.36M +18,062 +16%
TG
375
TCW Group
California
$16.7M +$451K +3,458 +3%
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