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 %
RL
926
Ruffer LLP
United Kingdom
$1.83M -$260K -1,800 -12%
GIS
927
Guardian Investor Services
New York
$1.82M -$3.03K -21 -0.2%
ISB
928
Iowa State Bank
Iowa
$1.82M +$177K +1,230 +11%
BGDI
929
BW Gestao de Investimentos
Brazil
$1.8M – – –
BFPW
930
BOK Financial Private Wealth
Colorado
$1.79M -$22.8K -158 -1%
CONA
931
Capital One National Association
New York
$1.79M -$7.94K -55 -0.4%
BW
932
Bison Wealth
Georgia
$1.79M +$272K +1,887 +18%
KFA
933
Kelleher Financial Advisors
New York
$1.78M +$3.9K +27 +0.2%
KC
934
Kingfisher Capital
North Carolina
$1.77M -$36.1K -250 -2%
DAM
935
Delta Asset Management
Tennessee
$1.77M +$137K +950 +8%
CWM
936
Calamos Wealth Management
Illinois
$1.77M +$1.05M +7,294 +147%
GC
937
Garde Capital
Washington
$1.77M +$72.1K +500 +4%
VFA
938
Voya Financial Advisors
Connecticut
$1.77M +$1.77M +12,091 New
AW
939
ACG Wealth
Georgia
$1.75M -$37.8K -262 -2%
JWM
940
Jackson Wealth Management
Florida
$1.75M -$499K -3,456 -22%
RHFI
941
Reilly Herbert Faulkner III
$1.75M -$7.38K -51 -0.4%
GA
942
GFS Advisors
Texas
$1.74M -$5.02M -34,800 -74%
JG
943
Jefferies Group
New York
$1.72M -$3.93M -27,253 -70%
DG
944
Davidson & Garrard
Virginia
$1.72M +$15K +104 +0.9%
JFGIW
945
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.71M +$18K +125 +1%
IB
946
Intrust Bank
Kansas
$1.71M +$71K +492 +4%
WDA
947
Wendell David Associates
New Hampshire
$1.71M +$14.4K +100 +0.8%
TFF
948
Timothy F. Fidgeon
$1.7M +$289K +2,000 +20%
Jacobs Levy Equity Management
949
Jacobs Levy Equity Management
New Jersey
$1.7M -$115K -800 -6%
SA
950
SRH Advisors
Kansas
$1.69M -$24.5K -170 -1%
36 37
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