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 %
SYBT
651
Stock Yards Bank & Trust
Kentucky
$5.35M +$70K +485 +1%
SFA
652
Staton Financial Advisors
North Carolina
$5.34M +$5.34M +37,020 New
GMA
653
Goldstein Munger & Associates
California
$5.33M – – –
SAMNY
654
Samsung Asset Management (New York)
New York
$5.3M +$101K +700 +2%
Bank of Nova Scotia
655
Bank of Nova Scotia
Ontario, Canada
$5.26M -$72.1M -499,323 -93%
JEW
656
Jamison Eaton & Wood
New Jersey
$5.26M +$88.8K +615 +2%
CGT
657
Capital Guardian Trust
California
$5.25M +$316K +2,187 +6%
SWM
658
SVA Wealth Management
Wisconsin
$5.24M +$4.14M +28,697 +377%
BJL
659
Brighton Jones LLC
Washington
$5.2M -$14.3K -99 -0.3%
SEI Investments
660
SEI Investments
Pennsylvania
$5.17M +$938K +6,510 +22%
SIG
661
Schooner Investment Group
Pennsylvania
$5.16M +$5.16M +36,000 New
CA
662
CapWealth Advisors
Tennessee
$5.11M -$162K -1,123 -3%
WI
663
WBI Investments
New Jersey
$5.07M +$5.07M +35,102 New
LIM
664
Lagoda Investment Management
New York
$5.02M -$330K -2,286 -6%
DIA
665
Dean Investment Associates
Ohio
$5M -$144K -1,000 -3%
LNWWM
666
Laird Norton Wetherby Wealth Management
California
$4.98M +$138K +955 +3%
BOH
667
Bank of Hawaii
Hawaii
$4.98M -$319K -2,209 -6%
BC
668
Blackhill Capital
New Jersey
$4.97M -$419K -2,900 -8%
FTB
669
First Trust Bank
Bahamas
$4.94M +$4.94M +34,200 New
TC
670
Taylor Cottrill
New Hampshire
$4.91M +$7.94K +55 +0.2%
QIM
671
Quantitative Investment Management
Virginia
$4.89M +$4.66M +32,300 +2,019%
MYLI
672
Meiji Yasuda Life Insurance
Japan
$4.89M +$392K +2,719 +9%
BAM
673
Burnham Asset Management
New York
$4.88M – – –
TI
674
Trigran Investments
Illinois
$4.87M – – –
SPC
675
Sigma Planning Corp
Michigan
$4.87M -$16.6K -115 -0.3%
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