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 %
LA
1301
Lynch & Associates
Indiana
$541K – – –
TCOT
1302
Trust Company of Toledo
Ohio
$540K -$14.4K -100 -3%
NCM
1303
Noesis Capital Mangement
Florida
$539K -$57.7K -400 -10%
GCMG
1304
Gyroscope Capital Management Group
Florida
$537K -$19.8K -137 -4%
FWSM
1305
First Wilshire Securities Management
California
$535K -$2.89K -20 -0.5%
WPC
1306
White Pine Capital
Minnesota
$534K – – –
JWM
1307
Jacobus Wealth Management
Wisconsin
$530K -$2.89K -20 -0.5%
JAM
1308
Jolley Asset Management
North Carolina
$530K +$433K +3,000 +448%
PFS
1309
Prospera Financial Services
Texas
$525K -$22.8K -158 -4%
LNC
1310
Lincoln National Corp
Pennsylvania
$524K +$68.8K +477 +15%
CAM
1311
Congress Asset Management
Massachusetts
$523K +$28.8K +200 +6%
SNT
1312
Security National Trust
West Virginia
$520K – – –
FMLI
1313
Fukoku Mutual Life Insurance
Japan
$520K +$231K +1,600 +80%
EMG
1314
Ellington Management Group
Connecticut
$520K +$520K +3,600 New
ALA
1315
Atherton Lane Advisers
California
$519K -$6.93K -48 -1%
SAMC
1316
Shinko Asset Management Company
Japan
$518K -$30.2K -209 -6%
AA
1317
ALPS Advisors
Colorado
$518K -$19.6K -136 -4%
MJP
1318
Michael J. Puzo
$518K – – –
BA
1319
BKS Advisors
Michigan
$516K +$516K +3,573 New
TCM
1320
Tradewinds Capital Management
Washington
$515K +$6.78K +47 +1%
CP
1321
Camelot Portfolios
Ohio
$514K +$20.5K +142 +4%
HL
1322
HeadInvest LLC
Maine
$512K – – –
DMC
1323
Drexel Morgan & Co
Pennsylvania
$512K – – –
SIG
1324
Stanford Investment Group
California
$509K -$3.61K -25 -0.7%
WAM
1325
Wood Asset Management
Florida
$507K -$23.5K -163 -4%
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