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 %
HCMT
1501
Highland Capital Management (Tennessee)
Tennessee
$250K +$21.7K +150 +9%
PWAP
1502
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$249K – – –
BCM
1503
Beck Capital Management
Texas
$248K -$149K -1,030 -37%
JCM
1504
Jag Capital Management
Missouri
$248K – – –
MCWS
1505
McKinley Carter Wealth Services
West Virginia
$247K +$19.9K +138 +9%
BCA
1506
Bray Capital Advisors
Florida
$247K +$247K +1,712 New
CHC
1507
City Holding Co
West Virginia
$246K – – –
FCIM
1508
Fairview Capital Investment Management
California
$245K – – –
CCMG
1509
Clark Capital Management Group
Pennsylvania
$245K +$45.8K +317 +23%
RCG
1510
Ruggie Capital Group
Florida
$244K -$2.67M -18,497 -92%
DWM
1511
Dakota Wealth Management
Florida
$244K – – –
FIM
1512
Fernwood Investment Management
Massachusetts
$240K – – –
DDPIC
1513
Deroy & Devereaux Private Investment Counsel
Michigan
$239K +$239K +1,654 New
FNBTCON
1514
First National Bank & Trust Co of Newtown
Pennsylvania
$238K -$7.21K -50 -3%
REMPR
1515
Roof Eidam Maycock Peralta (REMP)
California
$238K – – –
LCP
1516
Legacy Capital Partners
Wisconsin
$238K – – –
NC
1517
NewSquare Capital
Pennsylvania
$238K – – –
HCM
1518
Hengehold Capital Management
Ohio
$238K +$238K +1,650 New
TBNY
1519
Trustco Bank (New York)
New York
$236K – – –
MIM
1520
Marco Investment Management
Georgia
$236K +$236K +1,633 New
FGA
1521
Flood Gamble Associates
New York
$234K – – –
MG
1522
MDE Group
New Jersey
$233K – – –
LOCB
1523
Lombard Odier & Cie (Bahamas)
Bahamas
$232K +$14.4K +100 +7%
HIM
1524
Hillsdale Investment Management
Ontario, Canada
$231K +$43.3K +300 +23%
FPIS
1525
Financial Planning & Information Services
Wisconsin
$231K +$231K +1,603 New
59 60
61
62 63