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 %
SBWIC
701
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.22M +$253K +1,755 +6%
FWIA
702
Fort Washington Investment Advisors
Ohio
$4.21M +$91.3K +633 +2%
PAM
703
Peak Asset Management
Colorado
$4.19M +$4.19M +29,020 New
HAI
704
Hennessy Advisors Inc
California
$4.19M -$216K -1,500 -5%
CSS
705
Cubist Systematic Strategies
Connecticut
$4.18M -$926K -6,413 -18%
CC
706
Colrain Capital
Massachusetts
$4.17M -$447K -3,100 -10%
RP
707
Reinhart Partners
Wisconsin
$4.17M +$76.3K +529 +2%
BBA
708
BLB&B Advisors
Pennsylvania
$4.15M +$160K +1,112 +4%
RMC
709
Regis Management Company
California
$4.15M – – –
SI
710
SII Investments
Wisconsin
$4.1M +$767K +5,327 +23%
BRWA
711
B. Riley Wealth Advisors
Florida
$4.06M +$63.4K +439 +2%
YL
712
YCG LLC
Texas
$4.04M -$627K -4,342 -13%
SI
713
Sentry Investments
Ontario, Canada
$4.02M +$1.07M +7,400 +36%
KS
714
Karpas Strategies
Connecticut
$4M -$72.2K -500 -2%
GCM
715
Glynn Capital Management
California
$3.99M – – –
UR
716
USCA RIA
Texas
$3.95M +$275K +1,905 +7%
BPM
717
Bowling Portfolio Management
Ohio
$3.94M -$53.3K -369 -1%
MPAM
718
Murphy Pohlad Asset Management
Minnesota
$3.91M -$329K -2,280 -8%
MSP
719
Madison Street Partners
Colorado
$3.9M -$1.83M -12,688 -32%
PCM
720
Palisade Capital Management
New Jersey
$3.85M +$139K +960 +4%
TWA
721
Tillar-Wenstrup Advisors
Ohio
$3.85M -$280K -1,940 -7%
EFS
722
Essex Financial Services
Connecticut
$3.82M +$189K +1,307 +5%
BHWM
723
Bar Harbor Wealth Management
New Hampshire
$3.81M +$46.9K +325 +1%
MBTD
724
Mechanics Bank - Trust Department
California
$3.8M +$232K +1,610 +7%
SAM
725
Summit Asset Management
Tennessee
$3.79M – – –
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