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 %
SEI Investments
601
SEI Investments
Pennsylvania
$5.84M +$303K +2,323 +5%
PGIM
602
Pacific Global Investment Management
California
$5.83M +$321K +2,462 +6%
JAM
603
Jupiter Asset Management
United Kingdom
$5.83M -$1.09M -8,382 -16%
AAM
604
Autus Asset Management
Arizona
$5.81M +$113K +868 +2%
B
605
Barings
North Carolina
$5.8M -$15M -115,300 -72%
CCFCSB
606
Cape Cod Five Cents Savings Bank
Massachusetts
$5.79M +$46.3K +355 +0.8%
FBC
607
Fairfield, Bush & Co
Connecticut
$5.74M +$236K +1,810 +4%
MCM
608
Murphy Capital Management
New Jersey
$5.74M -$362K -2,780 -6%
RCAMU
609
Rothschild & Co Asset Management US
Connecticut
$5.73M +$347K +2,665 +6%
TF
610
Trutina Financial
Washington
$5.68M -$588K -4,506 -9%
SW
611
SVB Wealth
Massachusetts
$5.67M -$754K -5,781 -12%
MCA
612
Mercer Capital Advisers
New Jersey
$5.66M +$284K +2,174 +5%
WS
613
Wedbush Securities
California
$5.65M +$70.9K +544 +1%
WCMN
614
Westchester Capital Management (Nebraska)
Nebraska
$5.64M -$111K -850 -2%
WCF
615
West Coast Financial
California
$5.64M +$406K +3,110 +8%
PP
616
Palladium Partners
Virginia
$5.57M -$47.2K -362 -0.8%
BHIA
617
Birch Hill Investment Advisors
Massachusetts
$5.56M -$111K -850 -2%
RWM
618
RKL Wealth Management
Pennsylvania
$5.54M -$107K -817 -2%
AIA
619
Alerus Investment Advisors
Minnesota
$5.48M +$25.3K +194 +0.5%
SGAM
620
Steinberg Global Asset Management
Florida
$5.47M +$41.3K +317 +0.8%
FIB
621
First Interstate Bank
Montana
$5.44M +$217K +1,663 +4%
NLI
622
Nippon Life Insurance
Japan
$5.43M +$198K +1,516 +4%
HCM
623
Howland Capital Management
Massachusetts
$5.38M +$90.5K +694 +2%
JG
624
Jefferies Group
New York
$5.37M +$4.27M +32,753 +388%
WHRC
625
W.H. Reaves & Co
New Jersey
$5.35M +$179K +1,375 +3%
23 24
25
26 27