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 %
PFM
801
PacWest Financial Management
Arizona
$2.94M +$30.3K +210 +1%
KCM
802
Karp Capital Management
California
$2.94M +$3.18K +22 +0.1%
AIIMS
803
Analyst IMS Investment Management Services
Israel
$2.94M -$2.96M -20,479 -50%
GIP
804
Granite Investment Partners
California
$2.93M – – –
BOS
805
Bingham Osborn & Scarborough
California
$2.93M +$221K +1,533 +8%
PWM
806
Perigon Wealth Management
California
$2.92M +$17K +118 +0.6%
RMDI
807
R.M. Davis Inc
Maine
$2.91M -$121K -840 -4%
WC
808
Whitnell & Co
Illinois
$2.91M -$8.66K -60 -0.3%
NG
809
NatWest Group
United Kingdom
$2.89M -$333K -2,307 -10%
AAM
810
AR Asset Management
California
$2.89M – – –
AC
811
Alleghany Corporation
New York
$2.89M – – –
PAMG
812
Patton Albertson Miller Group
Tennessee
$2.88M -$579K -4,009 -17%
MSFP
813
Mark Sheptoff Financial Planning
Connecticut
$2.88M +$206K +1,425 +8%
WIC
814
Woodmont Investment Counsel
Tennessee
$2.87M -$157K -1,090 -5%
OIM
815
Orca Investment Management
Oregon
$2.83M +$77.9K +540 +3%
IH
816
IFC Holdings
Florida
$2.8M +$66.3K +461 +2%
AssetMark Inc
817
AssetMark Inc
California
$2.77M +$123K +852 +5%
TIM
818
Tortoise Investment Management
New York
$2.76M -$122K -846 -4%
TWA
819
TCI Wealth Advisors
Arizona
$2.76M – – –
MWAC
820
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.76M -$299K -2,072 -10%
ECM
821
EagleClaw Capital Management
Massachusetts
$2.74M -$21.7K -150 -0.8%
MCTIC
822
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.74M -$10.8K -75 -0.4%
BFC
823
Blue Fin Capital
Rhode Island
$2.73M -$5.92K -41 -0.2%
AMIM
824
Aull & Monroe Investment Management
Alabama
$2.72M -$14.4K -100 -0.5%
BCM
825
Brookstone Capital Management
Illinois
$2.71M +$758K +5,252 +39%
31 32
33
34 35