BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,655 hedge funds and large institutions have $115B invested in Berkshire Hathaway Class B in 2015 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 750 increasing their positions, 543 reducing their positions, and 80 closing their positions.

Holders
1,655
Holders Change
-32
Holders Change %
-1.9%
% of All Funds
46.25%
Holding in Top 10
309
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+6.55%
% of All Funds
8.64%
New
61
Increased
750
Reduced
543
Closed
80
Calls
$1.11B
Puts
$768M
Net Calls
+$341M
Net Calls Change
-$53.9M

Top Buyers

1
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$10.4B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.49B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.6B
4
Fidelity International
4
Fidelity International
Bermuda
$339M
5
Ameriprise
5
Ameriprise
Minnesota
$823M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$396M
2
Prudential Financial
2
Prudential Financial
New Jersey
$405M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$681M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$40.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$330M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
1626
AlphaMark Advisors
Kentucky
$39K 300 – –
ED
1627
Exane Derivatives
France
$38.6K 296 -46 -13%
AW
1628
Alpha Windward
Massachusetts
$36K 277 – –
CFS
1629
Commonwealth Financial Services
West Virginia
$33K 250 – –
NHFG
1630
New Harbor Financial Group
Massachusetts
$32K 253 – –
NMIS
1631
Northwestern Mutual Investment Services
Wisconsin
$28K 213 +213 New
GXMC
1632
Global X Management Company
New York
$27K 208 -25 -11%
LOCB
1633
Lombard Odier & Cie (Bahamas)
Bahamas
$26K 200 -1,000 -83%
BCB
1634
Brian C. Broderick
$26K 200 – –
JIR
1635
James Investment Research
Ohio
$26K 200 – –
GGHC
1636
Gilder Gagnon Howe & Co
New York
$26K 200 – –
CAM
1637
Cacti Asset Management
Georgia
$26K 200 – –
SAM
1638
Shamrock Asset Management
Texas
$26K 200 – –
CIM
1639
Contravisory Investment Management
Massachusetts
$26K 200 – –
FNBOO
1640
First National Bank of Omaha
Nebraska
$21K 160,657 +1,901 +1%
APFBOT
1641
Amica Pension Fund Board of Trustees
Rhode Island
$20K 157 – –
Nuveen Asset Management
1642
Nuveen Asset Management
Illinois
$18.5K 142,225 -37,009 -21%
MUS
1643
Mitsubishi UFJ Securities
Japan
$18K 140 – –
LWA
1644
Lenox Wealth Advisors
New York
$15K 115 – –
JAM
1645
JCIC Asset Management
Ontario, Canada
$13K 100 – –
ST
1646
Somerset Trust
Pennsylvania
$13K 100 – –
HCM
1647
Horrell Capital Management
Arkansas
$13K 100 – –
LWA
1648
Lowe Wealth Advisors
Maryland
$13K 100 +100 New
SI
1649
Sentry Investments
Ontario, Canada
$12.9K 98,545 +6,700 +7%
KF
1650
Krilogy Financial
Missouri
$11K 300 +300 New
64 65
66
67 68