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 %
BPCE
826
Bank Pictet & Cie (Europe)
Germany
$3.49M -$149K -1,030 -4%
EOJOAM
827
E. Ohman J:or Asset Management
Sweden
$3.49M +$319K +2,200 +10%
ICAS
828
Investors Capital Advisory Services
Massachusetts
$3.49M -$94.2K -651 -3%
TWA
829
Tillar-Wenstrup Advisors
Ohio
$3.47M +$53.6K +370 +2%
Jacobs Levy Equity Management
830
Jacobs Levy Equity Management
New Jersey
$3.46M +$2.13M +14,720 +160%
TBA
831
Tower Bridge Advisors
Pennsylvania
$3.45M -$7.24K -50 -0.2%
SS
832
Sunbelt Securities
Texas
$3.45M -$585K -4,038 -14%
SNBOSD
833
Security National Bank of So Dak
Iowa
$3.44M +$78.9K +545 +2%
SRP
834
Saddle Road Partners
Nebraska
$3.43M +$16.7K +115 +0.5%
HAG
835
HighPoint Advisor Group
Illinois
$3.41M +$940K +6,383 +38%
LH
836
Lebenthal Holdings
New York
$3.41M +$915K +6,322 +37%
HIMC
837
Heritage Investors Management Corp
Maryland
$3.4M -$34.9K -241 -1%
RFS
838
Rockefeller Financial Services
New York
$3.38M +$1.8M +12,447 +114%
ZF
839
Zhang Financial
Michigan
$3.37M -$210K -1,453 -6%
CFA
840
Cahill Financial Advisors
Minnesota
$3.35M -$76.7K -530 -2%
AAM
841
Auxier Asset Management
Oregon
$3.34M +$159K +1,100 +5%
SAM
842
Strategy Asset Managers
California
$3.33M -$9.99K -69 -0.3%
WKWM
843
Walter & Keenan Wealth Management
Indiana
$3.33M -$238K -1,646 -7%
IH
844
IFC Holdings
Florida
$3.31M -$46.2K -322 -1%
HIM
845
Harbour Investment Management
Washington
$3.31M -$269K -1,855 -7%
EFS
846
Essex Financial Services
Connecticut
$3.3M -$288K -1,992 -8%
YAM
847
Yacktman Asset Management
Texas
$3.3M +$159K +1,100 +5%
BOH
848
Bank of Hawaii
Hawaii
$3.28M -$225K -1,551 -6%
ST
849
Smithfield Trust
Pennsylvania
$3.28M -$138K -950 -4%
WA
850
WFG Advisors
Texas
$3.28M +$766K +5,290 +31%
32 33
34
35 36