BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,769 hedge funds and large institutions have $116B invested in Berkshire Hathaway Class B in 2016 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 776 increasing their positions, 627 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,769
Holders Change
+22
Holders Change %
+1.26%
% of All Funds
47.21%
Holding in Top 10
345
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+14.62%
% of All Funds
9.21%
New
116
Increased
776
Reduced
627
Closed
77
Calls
$1.2B
Puts
$1B
Net Calls
+$193M
Net Calls Change
+$69.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$554M
2
Bank of America
Bank of America
North Carolina
+$235M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$167M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$155M
5
SSM
Sound Shore Management
Connecticut
+$154M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$709M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$503M
3
Credit Agricole
Credit Agricole
France
-$344M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$262M
5
State Street
State Street
Massachusetts
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
1426
Brinker Capital Investments
Pennsylvania
$483K +$35.1K +247 +8%
FPCP
1427
Fort Point Capital Partners
California
$480K -$3.83K -27 -0.8%
LBC
1428
Lowe Brockenbrough & Co
Virginia
$475K -$2.13K -15 -0.4%
OAJ
1429
Ogorek Anthony Joseph
New York
$475K – – –
SFG
1430
SevenBridge Financial Group
Pennsylvania
$473K +$473K +67,109 New
LCM
1431
Lucas Capital Management
New Jersey
$472K -$88.7K -625 -16%
JWM
1432
Jacobus Wealth Management
Wisconsin
$471K -$7.23K -51 -2%
JAFL
1433
Jay A. Fishman Ltd
Michigan
$469K +$63.8K +450 +16%
ACI
1434
Advance Capital I
Michigan
$468K +$28.4K +200 +6%
KP
1435
Keel Point
Alabama
$467K -$28.6K -202 -6%
SG
1436
Strid Group
Pennsylvania
$466K -$14.2K -100 -3%
MPM
1437
Meritage Portfolio Management
Kansas
$466K – – –
DBG
1438
De Burlo Group
Massachusetts
$464K – – –
GIP
1439
Greatmark Investment Partners
Georgia
$464K +$85.1K +600 +22%
WA
1440
Waverly Advisors
Alabama
$463K +$79.5K +560 +21%
TAM
1441
Trillium Asset Management
Massachusetts
$459K +$14.2K +100 +3%
FC
1442
Forte Capital
New York
$454K -$1.42K -10 -0.3%
PP
1443
Patten & Patten
Tennessee
$454K +$18.2K +128 +4%
SAM
1444
Sentinel Asset Management
Vermont
$454K +$454K +3,200 New
HDIM
1445
Hanson & Doremus Investment Management
Vermont
$452K -$9.22K -65 -2%
ACP
1446
Ashfield Capital Partners
California
$452K -$142 -1 -0%
MIC
1447
MU Investments Company
Japan
$452K – – –
IWA
1448
Inspirion Wealth Advisors
Illinois
$452K – – –
CCMG
1449
Clark Capital Management Group
Pennsylvania
$452K -$25.7K -181 -5%
BWM
1450
Braver Wealth Management
Massachusetts
$451K +$451K +3,179 New
56 57
58
59 60