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
+$1.4B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.05B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$580M
4
Fidelity International
Fidelity International
Bermuda
+$339M
5
Ameriprise
Ameriprise
Minnesota
+$192M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$433M
2
Prudential Financial
Prudential Financial
New Jersey
-$167M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$162M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$160M
5
Goldman Sachs
Goldman Sachs
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
426
Greystone Investment Management
Ohio
$13.5M +$2.22M +17,015 +20%
HA
427
Halsey Associates
Connecticut
$13.5M +$155K +1,189 +1%
QI
428
Qualcomm Inc
California
$13.5M – – –
BF
429
BOK Financial
Oklahoma
$13.4M +$231K +1,774 +2%
Ninety One (UK)
430
Ninety One (UK)
United Kingdom
$13.4M +$13.4M +102,698 New
Luther King Capital Management (LKCM)
431
Luther King Capital Management (LKCM)
Texas
$13.3M +$529K +4,054 +4%
VIM
432
Veritas Investment Management
United Kingdom
$13.3M -$274K -2,330 -2%
GD
433
Grandfield & Dodd
New York
$13.3M +$42.4K +325 +0.3%
Lazard Asset Management
434
Lazard Asset Management
New York
$13.2M -$1.04M -7,955 -7%
WCM
435
Wedge Capital Management
North Carolina
$13.1M +$643K +4,930 +5%
NPF
436
Norris Perne & French
Michigan
$12.9M -$110K -843 -0.8%
QI
437
QS Investors
New York
$12.8M -$7.41M -56,842 -37%
BPB
438
Badgley, Phelps & Bell
Washington
$12.8M +$177K +1,360 +1%
RC
439
Reik & Co
New York
$12.7M +$19.6K +150 +0.2%
ACM
440
Atlanta Capital Management
Georgia
$12.6M +$1.23M +9,437 +11%
COPPSERS
441
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.6M -$1.22M -9,340 -9%
PIM
442
Perkins Investment Management
Illinois
$12.5M -$937K -7,465 -7%
LKIM
443
Lawson Kroeker Investment Management
Nebraska
$12.3M +$564K +4,325 +5%
RC
444
RegentAtlantic Capital
New Jersey
$12.3M -$271K -2,079 -2%
YIA
445
YHB Investment Advisors
Connecticut
$12.3M +$670K +5,140 +6%
HI
446
Hendershot Investments
Virginia
$12.1M +$214K +1,644 +2%
AIMCA
447
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12M -$15.5M -119,200 -56%
MIM
448
Midwest Investment Management
Ohio
$11.9M +$793K +6,081 +7%
ONB
449
Old National Bancorp
Indiana
$11.8M +$801K +6,140 +7%
SIG
450
Schaller Investment Group
North Carolina
$11.8M -$443K -3,400 -4%
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