BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,786 hedge funds and large institutions have $121B invested in Berkshire Hathaway Class B in 2016 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 727 increasing their positions, 665 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,786
Holders Change
+17
Holders Change %
+0.96%
% of All Funds
47.73%
Holding in Top 10
334
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-3.19%
% of All Funds
8.93%
New
91
Increased
727
Reduced
665
Closed
55
Calls
$1.13B
Puts
$1.16B
Net Calls
-$31.9M
Net Calls Change
-$225M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$389M
2
OAG
Orbis Allan Gray
Bermuda
+$347M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$338M
4
SOMRS
State of Michigan Retirement System
Michigan
+$173M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$150M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$5.72B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$724M
3
State Street
State Street
Massachusetts
-$392M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$334M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
701
Murphy Capital Management
New Jersey
$5.39M +$38.4K +265 +0.7%
AF
702
Arrow Financial
New York
$5.36M -$89.5K -618 -2%
RW
703
Rand Wealth
Maryland
$5.36M -$240K -1,660 -4%
SLI
704
Sumitomo Life Insurance
Japan
$5.33M -$187K -1,294 -3%
NRS
705
Neville Rodie & Shaw
New York
$5.33M -$185K -1,275 -3%
CAM
706
Centre Asset Management
New York
$5.32M +$4.55M +31,440 +591%
PAM
707
Peak Asset Management
Colorado
$5.31M +$135K +930 +3%
EDRS
708
Edmond de Rothschild (Suisse)
Switzerland
$5.3M +$639K +4,415 +14%
BFIM
709
Beese Fulmer Investment Management
Ohio
$5.28M +$230K +1,589 +5%
OA
710
Outfitter Advisors
Virginia
$5.19M -$29K -200 -0.6%
SFSG
711
Stearns Financial Services Group
North Carolina
$5.17M +$37.6K +260 +0.7%
VFA
712
Voya Financial Advisors
Connecticut
$5.16M +$1.59M +11,159 +44%
PMG
713
ProVise Management Group
Florida
$5.14M +$5.14M +35,516 New
CAM
714
Cypress Asset Management
Texas
$5.14M -$174K -1,200 -3%
CCP
715
Centaur Capital Partners
Texas
$5.14M -$72.4K -500 -1%
BPM
716
Bowling Portfolio Management
Ohio
$5.13M -$39.5K -273 -0.8%
LNWWM
717
Laird Norton Wetherby Wealth Management
California
$5.12M +$87K +601 +2%
PAIM
718
Punch & Associates Investment Management
Minnesota
$5.11M +$61.4K +424 +1%
TI
719
Trigran Investments
Illinois
$5.08M +$72.4K +500 +1%
AR
720
Advisory Research
Illinois
$5.07M -$5.36M -37,037 -51%
DAM
721
Davis Asset Management
California
$5.07M – – –
BC
722
Blackhill Capital
New Jersey
$5.06M – – –
BFPW
723
BOK Financial Private Wealth
Colorado
$5.06M +$466K +3,219 +10%
MYAM
724
Meiji Yasuda Asset Management
Japan
$5.04M +$2.52M +17,400 +100%
SCM
725
Shelton Capital Management
Colorado
$5.03M +$138K +950 +3%
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