BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,655 hedge funds and large institutions have $115B invested in Berkshire Hathaway Class B in 2015 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 750 increasing their positions, 543 reducing their positions, and 80 closing their positions.

Holders
1,655
Holders Change
-32
Holders Change %
-1.9%
% of All Funds
46.25%
Holding in Top 10
309
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+6.55%
% of All Funds
8.64%
New
61
Increased
750
Reduced
543
Closed
80
Calls
$1.11B
Puts
$768M
Net Calls
+$341M
Net Calls Change
-$53.9M

Top Buyers

1
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$10.4B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.49B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.6B
4
Fidelity International
4
Fidelity International
Bermuda
$339M
5
Ameriprise
5
Ameriprise
Minnesota
$823M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$396M
2
Prudential Financial
2
Prudential Financial
New Jersey
$405M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$681M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$40.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$330M
Name Market Value Shares Shares
Change 		Shares
Change %
Chevy Chase Trust
76
Chevy Chase Trust
Maryland
$243M 1,864,782 +52,125 +3%
VOYA Investment Management
77
VOYA Investment Management
Georgia
$243M 1,860,123 -14,073 -0.8%
SG Americas Securities
78
SG Americas Securities
New York
$238M 4,423,433 +2,213,306 +100%
O
79
OppenheimerFunds
New York
$235M 1,805,774 +312,329 +21%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$234M 1,796,669 +375,473 +26%
VAM
81
Vontobel Asset Management
New York
$233M 1,671,894 +435,235 +35%
Allianz Asset Management
82
Allianz Asset Management
Germany
$233M 1,785,962 -93,283 -5%
Creative Planning
83
Creative Planning
Kansas
$227M 1,738,461 +80,767 +5%
MTB
84
Mizuho Trust & Banking
Japan
$226M 1,730,939 +81,886 +5%
BJ
85
BlackRock Japan
Japan
$211M 1,619,863 +260,016 +19%
AQR Capital Management
86
AQR Capital Management
Connecticut
$210M 1,613,506 -96,215 -6%
WIM
87
Weitz Investment Management
Nebraska
$206M 1,581,357 +109,208 +7%
Brown Advisory
88
Brown Advisory
Maryland
$204M 1,564,789 +14,186 +0.9%
Canada Life
89
Canada Life
Manitoba, Canada
$203M 1,561,700 +31,302 +2%
MG
90
Markel Group
Virginia
$197M 1,511,607 – –
State of Wisconsin Investment Board
91
State of Wisconsin Investment Board
Wisconsin
$196M 1,500,506 +12,850 +0.9%
CA
92
Cortland Advisers
Delaware
$196M 1,500,000 – –
Retirement Systems of Alabama
93
Retirement Systems of Alabama
Alabama
$186M 1,423,159 +10,611 +0.8%
GIA
94
Gateway Investment Advisers
Ohio
$185M 1,417,963 -65,342 -4%
EVM
95
Eaton Vance Management
Massachusetts
$184M 1,413,532 +170,065 +14%
Ohio Public Employees Retirement System (OPERS)
96
Ohio Public Employees Retirement System (OPERS)
Ohio
$180M 1,380,214 +2,954 +0.2%
SI
97
Scharf Investments
California
$172M 1,319,331 +45,011 +4%
TC
98
Tetrad Corporation
Nebraska
$171M 1,309,700 – –
SO
99
STRS Ohio
Ohio
$171M 1,309,312 +6,711 +0.5%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$165M 1,263,403 +21,604 +2%
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