BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,747 hedge funds and large institutions have $117B invested in Berkshire Hathaway Class B in 2015 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 670 increasing their positions, 627 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,747
Holders Change
+92
Holders Change %
+5.56%
% of All Funds
45.88%
Holding in Top 10
301
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.59%
% of All Funds
7.9%
New
161
Increased
670
Reduced
627
Closed
47
Calls
$966M
Puts
$843M
Net Calls
+$123M
Net Calls Change
-$218M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$330M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$223M
3
Prudential Financial
Prudential Financial
New Jersey
+$214M
4
BFA
BlackRock Fund Advisors
California
+$200M
5
Deutsche Bank
Deutsche Bank
Germany
+$185M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$6.94B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$660M
3
SG Americas Securities
SG Americas Securities
New York
-$578M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$219M
5
Northern Trust
Northern Trust
Illinois
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
1226
Courier Capital
New York
$780K – – –
BC
1227
Banced Corp
Illinois
$775K +$116K +881 +18%
SPC
1228
Stewart & Patten Company
California
$773K – – –
EWA
1229
Exencial Wealth Advisors
Oklahoma
$769K – – –
TL
1230
Tirschwell & Loewy
New York
$768K -$317K -2,400 -29%
LOAMS
1231
Lombard Odier Asset Management (Switzerland)
Switzerland
$767K – – –
TCM
1232
Tradition Capital Management
New Jersey
$762K -$13.2K -100 -2%
MFW
1233
Mosaic Family Wealth
Missouri
$760K +$760K +5,757 New
PL
1234
Plancorp LLC
Missouri
$759K – – –
CG
1235
Caprock Group
Idaho
$758K +$34.1K +258 +5%
NFG
1236
Nadler Financial Group
Illinois
$755K -$127K -960 -14%
BT
1237
Beacon Trust
New Jersey
$754K -$15.8K -120 -2%
ANTB
1238
AMG National Trust Bank
Colorado
$751K -$72.9K -552 -9%
RCAG
1239
Rehmann Capital Advisory Group
Michigan
$751K +$6.21K +47 +0.8%
SHJ
1240
Sharkey, Howes & Javer
Colorado
$750K – – –
FCCM
1241
First City Capital Management
Georgia
$749K – – –
HCM
1242
Harvey Capital Management
Florida
$746K – – –
SFM
1243
Signet Financial Management
New Jersey
$745K -$263K -1,994 -26%
I2I
1244
Insight 2811 Inc
Illinois
$742K +$258K +1,954 +53%
RMA
1245
Roffman Miller Associates
Pennsylvania
$740K +$7.27K +55 +1%
HI
1246
HBK Investments
Texas
$740K +$740K +5,607 New
HR
1247
Howe & Rusling
New York
$737K – – –
PFSC
1248
Peoples Financial Services Corp
Pennsylvania
$736K +$52.8K +400 +8%
KTC
1249
Kistler-Tiffany Companies
Pennsylvania
$732K – – –
VWM
1250
Vector Wealth Management
Minnesota
$726K -$10K -76 -1%
48 49
50
51 52