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 %
OSNBOA
1376
Old Second National Bank of Aurora
Illinois
$409K +$10.8K +75 +3%
MC
1377
Middleton & Co
Massachusetts
$407K – – –
AWA
1378
AmeriServ Wealth Advisors
Pennsylvania
$406K -$233K -1,617 -36%
CISOA
1379
Capital Investment Services of America
Wisconsin
$404K – – –
SLG
1380
Stanley-Laman Group
Pennsylvania
$401K -$209K -1,448 -34%
BMC
1381
Benin Management Corp
Connecticut
$401K +$14.4K +100 +4%
FMW
1382
Farr Miller & Washington
District of Columbia
$397K +$3.47K +24 +0.9%
MA
1383
Marshwinds Advisory
Georgia
$390K – – –
CA
1384
Cortland Associates
Missouri
$390K – – –
ACP
1385
Ashfield Capital Partners
California
$388K – – –
WMC
1386
Westwood Management Corporation
Illinois
$382K – – –
PAS
1387
Partnervest Advisory Services
California
$381K -$366K -2,536 -49%
CCM
1388
Carlson Capital Management
Minnesota
$381K +$10.3K +71 +3%
RAM
1389
Riggs Asset Management
Pennsylvania
$379K – – –
TSWM
1390
Triangle Securities Wealth Management
North Carolina
$378K -$28.9K -200 -7%
SCA
1391
Strategic Capital Alternatives
United States
$377K +$377K +2,615 New
LRIC
1392
Long Road Investment Counsel
Michigan
$375K +$375K +2,600 New
SCA
1393
Stonebridge Capital Advisors
Minnesota
$374K -$14.4K -100 -4%
TAM
1394
Trillium Asset Management
Massachusetts
$371K +$115K +797 +45%
PVH
1395
Psagot Value Holdings
Israel
$370K – – –
RTS
1396
Round Table Services
New Jersey
$368K – – –
Verition Fund Management
1397
Verition Fund Management
Connecticut
$368K +$368K +2,549 New
EB
1398
Eastern Bank
Massachusetts
$367K -$5.48K -38 -1%
TCB
1399
Texas Capital Bancshares
Texas
$365K -$3.9K -27 -1%
STMM
1400
South Texas Money Management
Texas
$364K +$106K +731 +41%
54 55
56
57 58