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 %
IC
1101
Inverness Counsel
New York
$1.03M -$62K -430 -6%
CNBT
1102
Canandaigua National Bank & Trust
New York
$1.01M +$83K +575 +9%
CCM
1103
CrestPoint Capital Management
Missouri
$1.01M +$505K +3,500 +100%
OWIM
1104
Old West Investment Management
California
$1.01M +$53.3K +369 +6%
GI
1105
Glovista Investments
New Jersey
$997K – – –
FTI
1106
Fiduciary Trust International
Massachusetts
$996K -$51.9K -360 -5%
BAM
1107
Brave Asset Management
New Jersey
$994K – – –
KFS
1108
Kurt F. Somerville
$993K -$82.3K -570 -8%
RT
1109
Rockland Trust
Massachusetts
$993K -$6.49K -45 -0.6%
LIM
1110
Leavell Investment Management
Alabama
$991K -$1.01M -7,000 -50%
SIC
1111
Sigma Investment Counselors
Michigan
$989K -$57.7K -400 -6%
MFS
1112
Madrona Financial Services
Washington
$989K -$28.9K -200 -3%
HHGA
1113
Halbert Hargrove Global Advisors
California
$984K +$434K +3,008 +79%
Nomura Holdings
1114
Nomura Holdings
Japan
$976K -$19.2M -134,111 -95%
DAS
1115
Dynamic Advisor Solutions
Arizona
$975K -$101K -698 -9%
NIMI
1116
Natixis Investment Managers International
France
$971K -$102K -703 -9%
CCG
1117
Cypress Capital Group
Florida
$971K -$14.4K -100 -1%
SC
1118
Searle & Co
Connecticut
$966K – – –
JFA
1119
JNBA Financial Advisors
Minnesota
$965K -$72.2K -500 -7%
CCM
1120
Chilton Capital Management
Texas
$964K – – –
SWM
1121
Segment Wealth Management
Texas
$960K +$306K +2,118 +47%
PFM
1122
Parsec Financial Management
North Carolina
$959K +$58.8K +407 +7%
AB
1123
AT Bancorp
Iowa
$954K +$57.7K +400 +6%
CPA
1124
Capital Planning Advisors
California
$951K +$36.1K +250 +4%
AMM
1125
American Money Management
California
$951K -$95.4K -661 -9%
43 44
45
46 47