BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,769 hedge funds and large institutions have $116B invested in Berkshire Hathaway Class B in 2016 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 776 increasing their positions, 627 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,769
Holders Change
+22
Holders Change %
+1.26%
% of All Funds
47.21%
Holding in Top 10
345
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+14.62%
% of All Funds
9.21%
New
116
Increased
776
Reduced
627
Closed
77
Calls
$1.2B
Puts
$1B
Net Calls
+$193M
Net Calls Change
+$69.7M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.6B
2
Bank of America
2
Bank of America
North Carolina
$1.19B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.33B
4
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$1.91B
5
SSM
5
Sound Shore Management
Connecticut
$154M

Top Sellers

1
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$9.84B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.23B
3
Credit Agricole
3
Credit Agricole
France
$64.9M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$232M
5
State Street
5
State Street
Massachusetts
$10.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
76
Credit Suisse
Switzerland
$266M -$154M -1,087,648 -37%
MTB
77
Mizuho Trust & Banking
Japan
$260M +$9.27M +65,322 +4%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$260M -$2.11M -14,881 -0.8%
SI
79
Scharf Investments
California
$257M +$30.3M +213,338 +13%
JHIU
80
Janus Henderson Investors US
Colorado
$253M -$55.2M -388,809 -18%
Brown Advisory
81
Brown Advisory
Maryland
$242M +$14.9M +104,786 +7%
Canada Life
82
Canada Life
Manitoba, Canada
$241M +$10.9M +76,771 +5%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$239M -$12M -84,409 -5%
AQR Capital Management
84
AQR Capital Management
Connecticut
$236M +$22.7M +159,974 +11%
DSA
85
Davis Selected Advisers
Arizona
$235M +$39.6M +279,044 +20%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$232M -$262M -1,849,094 -53%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$220M -$555K -3,910 -0.3%
EVM
88
Eaton Vance Management
Massachusetts
$218M +$6.35M +44,725 +3%
WIM
89
Weitz Investment Management
Nebraska
$218M -$2.02M -14,258 -0.9%
SOMRS
90
State of Michigan Retirement System
Michigan
$217M +$146M +1,031,000 +207%
BJ
91
BlackRock Japan
Japan
$216M +$7.43M +52,338 +4%
MG
92
Markel Group
Virginia
$214M – – –
CA
93
Cortland Advisers
Delaware
$195M -$17.3M -122,106 -8%
AVC
94
Arlington Value Capital
Utah
$190M +$39.9M +281,120 +27%
GIA
95
Gateway Investment Advisers
Ohio
$190M -$8.81M -62,072 -4%
RJA
96
Raymond James & Associates
Florida
$188M +$9.84M +69,328 +6%
Retirement Systems of Alabama
97
Retirement Systems of Alabama
Alabama
$187M -$3.2M -22,568 -2%
TC
98
Tetrad Corporation
Nebraska
$186M – – –
SO
99
STRS Ohio
Ohio
$185M +$166K +1,172 +0.1%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$184M -$8.07M -56,900 -4%
2 3
4
5 6