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 %
LFR
676
Lehman Financial Resources
Pennsylvania
$4.56M +$1.68M +12,875 +58%
PWLP
677
Prio Wealth Limited Partnership
Massachusetts
$4.55M -$52.2K -400 -1%
NB
678
NBT Bank
New York
$4.54M -$312K -2,392 -6%
BOH
679
Bank of Hawaii
Hawaii
$4.53M -$118K -902 -3%
FANJ
680
Financial Architects (New Jersey)
New Jersey
$4.52M +$53.8K +413 +1%
BC
681
Blackhill Capital
New Jersey
$4.49M – – –
CGT
682
Capital Guardian Trust
California
$4.48M +$15.4K +118 +0.3%
FTB
683
First Trust Bank
Bahamas
$4.46M – – –
DIA
684
Dean Investment Associates
Ohio
$4.44M -$12.3K -94 -0.3%
BFG
685
Beacon Financial Group
Texas
$4.44M -$379K -2,944 -8%
PAM
686
PartnerRe Asset Management
Connecticut
$4.42M +$125K +962 +3%
HB
687
Homrich & Berg
Georgia
$4.42M -$11.5K -88 -0.3%
MI
688
Markston International
New York
$4.41M +$36.8K +282 +0.8%
SBWIC
689
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.41M +$153K +1,175 +4%
SI
690
SII Investments
Wisconsin
$4.37M +$284K +2,177 +7%
PAI
691
Pittenger & Anderson Inc
Nebraska
$4.36M +$1.01M +7,130 +30%
TI
692
Trigran Investments
Illinois
$4.34M -$65.2K -500 -1%
EML
693
Eos Management LP
New York
$4.34M – – –
SFSG
694
Stearns Financial Services Group
North Carolina
$4.32M +$140K +1,077 +3%
SPC
695
Sigma Planning Corp
Michigan
$4.32M +$7.3K +56 +0.2%
UR
696
USCA RIA
Texas
$4.31M +$232K +1,776 +6%
BAS
697
Brown Advisory Securities
Maryland
$4.26M +$139K +1,065 +3%
BFIM
698
Beese Fulmer Investment Management
Ohio
$4.24M +$247K +1,896 +6%
HAI
699
Hennessy Advisors Inc
California
$4.24M +$587K +4,500 +16%
CL
700
Croft-Leominster
Maryland
$4.19M -$296K -2,270 -7%
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