BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,747 hedge funds and large institutions have $117B invested in Berkshire Hathaway Class B in 2015 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 670 increasing their positions, 627 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,747
Holders Change
+92
Holders Change %
+5.56%
% of All Funds
45.88%
Holding in Top 10
301
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.59%
% of All Funds
7.9%
New
161
Increased
670
Reduced
627
Closed
47
Calls
$966M
Puts
$843M
Net Calls
+$123M
Net Calls Change
-$218M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$330M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$223M
3
Prudential Financial
Prudential Financial
New Jersey
+$214M
4
BFA
BlackRock Fund Advisors
California
+$200M
5
Deutsche Bank
Deutsche Bank
Germany
+$185M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$6.94B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$660M
3
SG Americas Securities
SG Americas Securities
New York
-$578M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$219M
5
Northern Trust
Northern Trust
Illinois
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
726
Stratos Wealth Partners
Ohio
$4.16M +$3.87M +29,312 +1,337%
CC
727
Colrain Capital
Massachusetts
$4.16M +$198K +1,500 +5%
CL
728
Croft-Leominster
Maryland
$4.16M -$85.8K -650 -2%
PWP
729
Private Wealth Partners
California
$4.15M +$67.2K +509 +2%
Simplex Trading
730
Simplex Trading
Illinois
$4.13M -$1.92M -14,547 -32%
OMCS
731
Old Mutual Customised Solutions
South Africa
$4.12M +$52.8K +400 +1%
GMA
732
Goldstein Munger & Associates
California
$4.09M – – –
CAM
733
Columbia Asset Management
Michigan
$4M +$31.6K +239 +0.8%
AT
734
Arden Trust
Delaware
$3.99M +$1.3M +9,819 +48%
CSS
735
Cubist Systematic Strategies
Connecticut
$3.99M +$1.98M +14,980 +98%
SCM
736
Summit Capital Management
Washington
$3.99M +$732K +5,545 +22%
TC
737
Taylor Cottrill
New Hampshire
$3.98M -$79.2K -600 -2%
Fiera Capital (Canada)
738
Fiera Capital (Canada)
Quebec, Canada
$3.97M -$60.1K -455 -1%
ECM
739
Everence Capital Management
Indiana
$3.95M – – –
BPCE
740
Bank Pictet & Cie (Europe)
Germany
$3.93M -$234K -1,770 -6%
MCM
741
MAI Capital Management
Ohio
$3.92M +$111K +839 +3%
ATIA
742
American Trust Investment Advisors
New Hampshire
$3.89M -$4.62K -35 -0.1%
ISB
743
Iowa State Bank
Iowa
$3.85M +$2.12M +16,050 +122%
EAM
744
Evanson Asset Management
California
$3.83M +$3.83M +29,036 New
CIM
745
Corda Investment Management
Texas
$3.83M +$1.39M +10,562 +57%
BAM
746
Burnham Asset Management
New York
$3.8M – – –
KJHP
747
K.J. Harrison & Partners
Ontario, Canada
$3.8M +$92.4K +700 +2%
EVM
748
Evelyn V. Moreno
$3.79M -$1.32K -10 -0%
PWM
749
Perigon Wealth Management
California
$3.78M +$1.1M +8,294 +41%
SAM
750
Summit Asset Management
Tennessee
$3.77M +$14.7K +111 +0.4%
28 29
30
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