BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,654 hedge funds and large institutions have $115B invested in Berkshire Hathaway Class B in 2015 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 632 increasing their positions, 619 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,654
Holders Change
+12
Holders Change %
+0.73%
% of All Funds
44.12%
Holding in Top 10
307
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-5.25%
% of All Funds
8.19%
New
90
Increased
632
Reduced
619
Closed
57
Calls
$955M
Puts
$645M
Net Calls
+$310M
Net Calls Change
+$409M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$469M
2
Deutsche Bank
Deutsche Bank
Germany
+$283M
3
O
OppenheimerFunds
New York
+$215M
4
Renaissance Technologies
Renaissance Technologies
New York
+$192M
5
Principal Financial Group
Principal Financial Group
Iowa
+$175M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$722M
2
State Street
State Street
Massachusetts
-$649M
3
CS
Credit Suisse
Switzerland
-$144M
4
EA
Euclid Advisors
Connecticut
-$127M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
426
Private Advisor Group
New Jersey
$13.9M +$830K +5,752 +6%
Northwestern Mutual Wealth Management
427
Northwestern Mutual Wealth Management
Wisconsin
$13.9M +$1.47M +10,184 +12%
SMDAM
428
Sumitomo Mitsui DS Asset Management
Japan
$13.8M -$973K -6,744 -7%
FIM
429
Frontier Investment Management
Texas
$13.7M +$751K +5,320 +6%
WCM
430
Wedge Capital Management
North Carolina
$13.7M +$191K +1,325 +1%
CANC
431
Culbertson A N & Co
Virginia
$13.7M +$726K +5,034 +6%
SIG
432
Schaller Investment Group
North Carolina
$13.6M – – –
DCM
433
Dupont Capital Management
Delaware
$13.4M -$1.77M -12,252 -12%
CNB
434
City National Bank
California
$13.3M -$360K -2,497 -3%
LKIM
435
Lawson Kroeker Investment Management
Nebraska
$13.3M +$3.74M +25,921 +39%
First Trust Advisors
436
First Trust Advisors
Illinois
$13.2M +$3.96M +27,437 +43%
LP
437
LMR Partners
United Kingdom
$13.1M -$9.35M -64,772 -42%
HI
438
Hendershot Investments
Virginia
$12.8M -$22.2K -154 -0.2%
AI
439
Analytic Investors
California
$12.5M -$3.5M -24,269 -22%
GIM
440
Greystone Investment Management
Ohio
$12.4M -$183K -1,270 -1%
Connor, Clark & Lunn Investment Management (CC&L)
441
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12.3M +$419K +2,900 +4%
MIM
442
Midwest Investment Management
Ohio
$12.3M -$19.5K -135 -0.2%
Simplex Trading
443
Simplex Trading
Illinois
$12.3M +$12.3M +85,180 New
SCM
444
Stevens Capital Management
Pennsylvania
$12.2M -$2.68M -18,589 -18%
LMGAM
445
Liberty Mutual Group Asset Management
Massachusetts
$12.2M +$85.6K +593 +0.7%
YIA
446
YHB Investment Advisors
Connecticut
$12.1M +$35.8K +248 +0.3%
NPC
447
National Planning Corporation
California
$12.1M -$941K -6,509 -7%
MAM
448
Meeder Asset Management
Ohio
$12M +$1.87M +12,973 +19%
ONB
449
Old National Bancorp
Indiana
$11.9M +$8.24M +57,087 +225%
LIC
450
Lodestar Investment Counsel
Illinois
$11.8M +$11M +76,064 +1,297%
16 17
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