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 %
LSV Asset Management
576
LSV Asset Management
Illinois
$6.86M – – –
FLII
577
First Long Island Investors
New York
$6.85M +$25.8K +179 +0.4%
JAM
578
Jupiter Asset Management
United Kingdom
$6.78M +$6.78M +47,000 New
HC
579
Hourglass Capital
Texas
$6.77M -$150K -1,038 -2%
GCM
580
GoodHaven Capital Management
New Jersey
$6.66M -$2.07M -14,345 -24%
MC
581
Martin & Co
Tennessee
$6.62M +$42.6K +295 +0.6%
JIC
582
Johnson Investment Counsel
Ohio
$6.62M +$587K +4,066 +10%
VC
583
Vestor Capital
Illinois
$6.61M +$158K +1,097 +2%
MRI
584
Mad River Investors
Massachusetts
$6.6M – – –
BHIA
585
Birch Hill Investment Advisors
Massachusetts
$6.58M -$538K -3,725 -8%
HW
586
Hedeker Wealth
Illinois
$6.54M +$17.1K +120 +0.3%
CWM
587
Catamount Wealth Management
Connecticut
$6.53M +$238K +1,650 +4%
HC
588
Hendley & Co
Ohio
$6.5M +$1.44K +10 +0%
RHBC
589
R.H. Bluestein & Co
Michigan
$6.46M -$222K -1,535 -3%
MCMT
590
Moon Capital Management (Tennessee)
Tennessee
$6.46M -$3.61K -25 -0.1%
KAS
591
Kemnay Advisory Services
New York
$6.46M -$9.79M -67,802 -60%
WCMN
592
Westchester Capital Management (Nebraska)
Nebraska
$6.44M -$61.3K -425 -0.9%
RW
593
Rand Wealth
Maryland
$6.39M -$29.6K -205 -0.5%
FA
594
FDx Advisors
Illinois
$6.38M +$772K +5,346 +14%
PP
595
Palladium Partners
Virginia
$6.37M -$123K -850 -2%
AWM
596
Altavista Wealth Management
North Carolina
$6.37M +$71.9K +498 +1%
AAM
597
Autus Asset Management
Arizona
$6.27M -$160K -1,112 -2%
RWM
598
RKL Wealth Management
Pennsylvania
$6.26M +$483K +3,347 +8%
CCFCSB
599
Cape Cod Five Cents Savings Bank
Massachusetts
$6.23M -$195K -1,354 -3%
PWLP
600
Prio Wealth Limited Partnership
Massachusetts
$6.18M -$4.62K -32 -0.1%
22 23
24
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