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 %
NLI
601
Nippon Life Insurance
Japan
$6.12M +$138K +956 +2%
FBC
602
Fairfield, Bush & Co
Connecticut
$6.11M -$59.2K -410 -1%
NC
603
Northpointe Capital
Michigan
$6.11M +$421K +2,915 +7%
TMAM
604
Tokio Marine Asset Management
Japan
$6.07M -$1.06M -7,342 -15%
GIM
605
Goelzer Investment Management
Indiana
$6.06M -$48.3K -335 -0.8%
AIA
606
Alerus Investment Advisors
Minnesota
$6.02M +$1.49M +10,366 +33%
AC
607
Addenda Capital
Quebec, Canada
$6M -$170K -1,179 -3%
HCM
608
Howland Capital Management
Massachusetts
$5.99M – – –
BAM
609
Barrett Asset Management
New York
$5.99M -$397K -2,750 -6%
MCA
610
Mercer Capital Advisers
New Jersey
$5.98M -$25.3K -175 -0.4%
SWA
611
SFMG Wealth Advisors
Texas
$5.98M +$4.34M +30,053 +265%
WS
612
Wedbush Securities
California
$5.97M -$189K -1,313 -3%
PGIM
613
Pacific Global Investment Management
California
$5.93M -$12.7K -88 -0.2%
NRS
614
Neville Rodie & Shaw
New York
$5.92M -$305K -2,110 -5%
TCCM
615
Timber Creek Capital Management
Massachusetts
$5.92M -$258K -1,785 -4%
FSA
616
Franklin Street Advisors
North Carolina
$5.86M +$975K +6,757 +20%
FIB
617
First Interstate Bank
Montana
$5.86M -$338K -2,341 -5%
WHRC
618
W.H. Reaves & Co
New Jersey
$5.83M – – –
OPCM
619
Osborne Partners Capital Management
California
$5.81M +$160K +1,110 +3%
WTC
620
WhitTier Trust Company
Nevada
$5.79M +$191K +1,322 +3%
MKC
621
M. Kraus & Co
Vermont
$5.78M +$171K +1,188 +3%
AA
622
Ancora Advisors
Ohio
$5.77M -$6.02M -40,086 Closed
MCM
623
Martin Capital Management
Indiana
$5.75M – – –
CWM
624
Cabot Wealth Management
Massachusetts
$5.75M +$140K +972 +3%
M
625
MOTCO
Texas
$5.74M -$459K -3,181 -7%
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