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.

New
Increased
Maintained
Reduced
Closed
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
Gates Foundation Trust
Washington
+$1.4B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.05B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$580M
4
Fidelity International
Fidelity International
Bermuda
+$339M
5
Ameriprise
Ameriprise
Minnesota
+$192M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$433M
2
Prudential Financial
Prudential Financial
New Jersey
-$167M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$162M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$160M
5
Goldman Sachs
Goldman Sachs
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
1201
First Horizon Advisors
Tennessee
$728K +$260 +2 +0%
SCA
1202
Salient Capital Advisors
Texas
$724K +$39.1K +300 +6%
KTC
1203
Kistler-Tiffany Companies
Pennsylvania
$723K -$16.7K -128 -2%
RMA
1204
Roffman Miller Associates
Pennsylvania
$723K +$48.6K +373 +7%
AWA
1205
ARS Wealth Advisors
Florida
$722K -$3.26K -25 -0.4%
RAM
1206
Redmond Asset Management
Virginia
$717K – – –
CG
1207
Caprock Group
Idaho
$715K -$40.3K -309 -5%
DSC
1208
Duncker Streett & Co
Missouri
$704K – – –
SWK
1209
Stephen W. Kidder
$704K – – –
DCM
1210
Donaldson Capital Management
Indiana
$704K – – –
CRC
1211
Curi RMB Capital
Illinois
$703K -$12.3K -94 -2%
MSR
1212
Main Street Research
Connecticut
$700K +$13.1K +96 +2%
SMI
1213
Shelter Mutual Insurance
Missouri
$694K – – –
IHL
1214
Investment House LLC
California
$692K – – –
CCM
1215
CrestPoint Capital Management
Missouri
$691K -$235K -1,800 -25%
LRPA
1216
L. Roy Papp & Associates
Arizona
$688K +$309K +2,372 +82%
RCG
1217
Ruggie Capital Group
Florida
$685K -$4.05M -29,409 -86%
FBNAT
1218
FirstMerit Bank N.A. Trustee
Ohio
$684K +$107K +821 +19%
DAM
1219
Doheny Asset Management
California
$681K – – –
TCM
1220
Tufton Capital Management
Maryland
$681K – – –
Edgewood Management
1221
Edgewood Management
Connecticut
$678K -$120K -919 -15%
TFF
1222
The Family Firm
Maryland
$676K – – –
CW
1223
Cobiz Wealth
Colorado
$675K – – –
PFSC
1224
Peoples Financial Services Corp
Pennsylvania
$675K +$42.4K +325 +7%
I
1225
IberiaBank
Louisiana
$674K -$133K -1,017 -16%
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