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
Vanguard Group
Pennsylvania
+$554M
2
Bank of America
Bank of America
North Carolina
+$235M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$167M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$155M
5
SSM
Sound Shore Management
Connecticut
+$154M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$709M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$503M
3
Credit Agricole
Credit Agricole
France
-$344M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$262M
5
State Street
State Street
Massachusetts
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
1101
Accredited Investors
Minnesota
$1.26M +$128K +900 +11%
LA
1102
LVW Advisors
New York
$1.25M +$170K +1,195 +16%
GF
1103
Gerstein Fisher
New York
$1.25M +$126K +885 +11%
SMG
1104
Spectrum Management Group
Indiana
$1.24M +$73.8K +520 +6%
LJHT
1105
Laurie J. Hall Trustee
$1.24M – – –
PCP
1106
Proficio Capital Partners
Massachusetts
$1.24M +$3.55K +25 +0.3%
Renaissance Technologies
1107
Renaissance Technologies
New York
$1.23M -$36.4M -256,300 -97%
CBTWT
1108
Community Bank & Trust (Waco, Texas)
Texas
$1.23M +$75.1K +529 +6%
FMBTD
1109
First Midwest Bank Trust Division
Illinois
$1.23M +$114K +800 +10%
IMOV
1110
Investment Management of Virginia
Virginia
$1.23M +$16.3K +115 +1%
WA
1111
WealthTrust Axiom
Pennsylvania
$1.23M – – –
WEC
1112
Winslow Evans & Crocker
Massachusetts
$1.23M +$28.2K +199 +2%
SWK
1113
Stephen W. Kidder
$1.22M – – –
LBC
1114
Lawrence B. Cohen
$1.22M – – –
BWFM
1115
Bridgewater Wealth & Financial Management
Maryland
$1.22M +$522K +3,682 +75%
SA
1116
Strategic Advisors
New York
$1.21M +$12.1K +85 +1%
BA
1117
Bard Associates
Illinois
$1.21M -$14.2K -100 -1%
WG
1118
Winton Group
United Kingdom
$1.2M -$18.4M -129,937 -94%
TSS
1119
Thomas Story & Son
Indiana
$1.2M -$21.3K -150 -2%
OC
1120
Oarsman Capital
Wisconsin
$1.2M -$67.7K -477 -5%
SCM
1121
Stonebridge Capital Management
California
$1.2M -$142K -1,000 -11%
EWA
1122
EP Wealth Advisors
California
$1.19M +$569K +4,010 +91%
JGGDR
1123
JGP Global Gestao de Recursos
Brazil
$1.19M +$1.19M +8,418 New
MWAC
1124
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.18M -$14.2K -100 -1%
NAM
1125
Needelman Asset Management
California
$1.18M +$96.5K +680 +9%
43 44
45
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