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 %
RAM
1176
Redmond Asset Management
Virginia
$794K -$43.3K -300 -5%
AAMU
1177
Amundi Asset Management US
Massachusetts
$794K -$5.92K -41 -0.7%
RCAG
1178
Rehmann Capital Advisory Group
Michigan
$783K +$27.7K +192 +4%
ITIM
1179
Indiana Trust & Investment Management
Indiana
$780K – – –
FA
1180
FCG Advisors
New Jersey
$778K +$216K +1,497 +38%
VWM
1181
Vector Wealth Management
Minnesota
$777K +$28.9K +200 +4%
LPT
1182
Legacy Private Trust
Wisconsin
$776K – – –
MCM
1183
Millie Capital Management
California
$776K – – –
SFFS
1184
Stonehage Fleming Financial Services
Jersey
$775K – – –
SMI
1185
Shelter Mutual Insurance
Missouri
$768K – – –
KCM
1186
Kornitzer Capital Management
Kansas
$764K +$28.9K +200 +4%
RMA
1187
Roffman Miller Associates
Pennsylvania
$761K -$28.9K -200 -4%
DCM
1188
Donaldson Capital Management
Indiana
$758K -$13.1K -91 -2%
IHL
1189
Investment House LLC
California
$758K – – –
PCMK
1190
Paragon Capital Management (Kansas)
Kansas
$757K -$33.5K -232 -4%
DAM
1191
Doheny Asset Management
California
$754K – – –
SAM
1192
Security Asset Management
New York
$749K – – –
CWA
1193
Constellation Wealth Advisors
New York
$748K +$373K +2,585 +99%
IIM
1194
Intact Investment Management
Quebec, Canada
$745K – – –
BCM
1195
Boltwood Capital Management
California
$743K – – –
HR
1196
Howe & Rusling
New York
$743K +$743K +5,145 New
MCM
1197
Maple Capital Management
Vermont
$740K – – –
NERM
1198
New England Research & Management
Illinois
$739K – – –
NPIT
1199
National Penn Investors Trust
Pennsylvania
$737K -$361K -2,500 -33%
TFF
1200
The Family Firm
Maryland
$736K -$3.61K -25 -0.5%
46 47
48
49 50