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 %
RWA
1501
River Wealth Advisors
Pennsylvania
$366K +$55.8K +394 +18%
CCP
1502
Clarkston Capital Partners
Michigan
$365K -$59.2K -417 -14%
HHGA
1503
Halbert Hargrove Global Advisors
California
$365K -$72K -508 -16%
PVH
1504
Psagot Value Holdings
Israel
$364K -$2.55K -18 -0.7%
KA
1505
KLCM Advisors
Wisconsin
$364K – – –
CIS
1506
Connors Investor Services
Pennsylvania
$362K -$7.1K -50 -2%
BHBT
1507
Burke & Herbert Bank & Trust
Virginia
$362K +$42.6K +300 +13%
MC
1508
Matisse Capital
Oregon
$360K +$6.38K +45 +2%
BWM
1509
Baystate Wealth Management
Massachusetts
$359K +$14.2K +100 +4%
RCM
1510
RNC Capital Management
California
$359K +$103K +727 +40%
BWP
1511
BSW Wealth Partners
Colorado
$356K +$4.26K +30 +1%
LWM
1512
LBA Wealth Management
Florida
$355K -$284K -2,000 -44%
GC
1513
Gibson Capital
Pennsylvania
$355K – – –
RCM
1514
Reynolds Capital Management
Nevada
$355K +$355K +2,500 New
VFP
1515
Verus Financial Partners
Virginia
$352K – – –
CPO
1516
Cerity Partners OCIO
New York
$352K +$352K +2,478 New
SCA
1517
Stonebridge Capital Advisors
Minnesota
$348K – – –
TWM
1518
Torch Wealth Management
Ohio
$348K – – –
DLHL
1519
Donald L. Hagan LLC
Florida
$344K -$2.13K -15 -0.6%
DP
1520
Dearborn Partners
Illinois
$342K -$5.68K -40 -2%
OA
1521
Oxbow Advisors
Texas
$342K – – –
PPSG
1522
Princeton Portfolio Strategies Group
New Jersey
$340K -$49.9K -351 -13%
PAM
1523
Palisade Asset Management
Minnesota
$339K -$71K -500 -17%
AIM
1524
Acropolis Investment Management
Missouri
$338K – – –
DLCIG
1525
D.L. Carlson Investment Group
New Hampshire
$337K -$21.3K -150 -6%
59 60
61
62 63