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 %
HB
676
Homrich & Berg
Georgia
$4.82M +$1.53M +10,572 +46%
EML
677
Eos Management LP
New York
$4.8M – – –
FSC
678
Fiduciary Services Corp
Georgia
$4.79M +$289K +2,005 +6%
BUB
679
BBVA USA Bancshares
Texas
$4.79M +$265K +1,836 +6%
BAS
680
Brown Advisory Securities
Maryland
$4.77M -$83.2K -577 -2%
SI
681
Stephens Inc
Arkansas
$4.69M +$96.6K +669 +2%
WSFS
682
Wilmington Savings Fund Society
Delaware
$4.62M +$36.9K +256 +0.8%
ICOM
683
Investment Counselors of Maryland
Maryland
$4.6M -$681K -4,719 -13%
IFLIT
684
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$4.59M – – –
CPA
685
Court Place Advisors
Maryland
$4.58M -$7.22K -50 -0.2%
CAM
686
Columbia Asset Management
Michigan
$4.56M +$169K +1,174 +4%
SFSG
687
Stearns Financial Services Group
North Carolina
$4.55M +$97.7K +677 +2%
CFA
688
Carroll Financial Associates
North Carolina
$4.52M +$781K +5,411 +21%
BFIM
689
Beese Fulmer Investment Management
Ohio
$4.42M +$185K +1,282 +4%
ECM
690
Everence Capital Management
Indiana
$4.41M – – –
Fiera Capital (Canada)
691
Fiera Capital (Canada)
Quebec, Canada
$4.4M +$275K +1,906 +7%
PWP
692
Private Wealth Partners
California
$4.37M -$144K -1,000 -3%
EVM
693
Evelyn V. Moreno
$4.32M -$75K -520 -2%
ATIA
694
American Trust Investment Advisors
New Hampshire
$4.31M +$89.2K +618 +2%
GIM
695
Grassi Investment Management
California
$4.3M +$4.3M +29,781 New
BFM
696
Boston Financial Management
Massachusetts
$4.24M -$163K -1,127 -4%
WJA
697
Williams Jones & Associates
New York
$4.24M -$495K -3,432 -10%
AWM
698
Avior Wealth Management
Nebraska
$4.23M -$65.2K -452 -2%
FTIOP
699
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.23M +$469K +3,250 +12%
CSM
700
Central Square Management
Illinois
$4.22M -$1.27M -8,800 -23%
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