BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,747 hedge funds and large institutions have $117B invested in Berkshire Hathaway Class B in 2015 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 670 increasing their positions, 627 reducing their positions, and 47 closing their positions.

Holders
1,747
Holders Change
+92
Holders Change %
+5.56%
% of All Funds
45.88%
Holding in Top 10
301
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.59%
% of All Funds
7.9%
New
161
Increased
670
Reduced
627
Closed
47
Calls
$966M
Puts
$843M
Net Calls
+$123M
Net Calls Change
-$218M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$13B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$460M
3
Prudential Financial
3
Prudential Financial
New Jersey
$624M
4
BFA
4
BlackRock Fund Advisors
California
$2.83B
5
Deutsche Bank
5
Deutsche Bank
Germany
$586M

Top Sellers

1
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$9.82B
2
SG Americas Securities
2
SG Americas Securities
New York
$6.3M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$2.19B
4
Northern Trust
4
Northern Trust
Illinois
$2.56B
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FNBOO
1726
First National Bank of Omaha
Nebraska
$20.5K 155,356 -5,301 -3%
SI
1727
Sentry Investments
Ontario, Canada
$19.7K 148,945 +50,400 +51%
LWA
1728
Lenox Wealth Advisors
New York
$18K 136 +21 +18%
ST
1729
Spot Trading
Illinois
$14K 105 -1,688 -94%
Loomis, Sayles & Company
1730
Loomis, Sayles & Company
Massachusetts
$14K 104 -898 -90%
OFS
1731
Orrstown Financial Services
Pennsylvania
$13K 100 -650 -87%
JIR
1732
James Investment Research
Ohio
$13K 100 -100 -50%
HCM
1733
Horrell Capital Management
Arkansas
$13K 100 – –
JAM
1734
JCIC Asset Management
Ontario, Canada
$13K 100 – –
LWA
1735
Lowe Wealth Advisors
Maryland
$13K 100 – –
ST
1736
Somerset Trust
Pennsylvania
$13K 100 – –
MLIC
1737
Mandatum Life Insurance Company
Finland
$13K 100 +100 New
SAM
1738
Sunnymeath Asset Management
New Jersey
$10K 75 +75 New
NMIS
1739
Northwestern Mutual Investment Services
Wisconsin
$8K 62 -151 -71%
DRS
1740
Deane Retirement Strategies
Louisiana
$7K 50 – –
RI
1741
RTW Investments
New York
$7K 50 – –
CAL
1742
Capital Advisors Ltd
Ohio
$7K 50 – –
SC
1743
Saturna Capital
Washington
$7K 50 +50 New
RWM
1744
RKL Wealth Management
Pennsylvania
$5.66K 42,877 +368 +0.9%
AWMS
1745
Advocacy Wealth Management Services
Georgia
$5K 35 +35 New
IR
1746
Invictus RG
Bermuda
$5K 38 +38 New
DIA
1747
Dana Investment Advisors
Wisconsin
$3.15K 3,150 -19,671 -86%
WCM
1748
Wealthcare Capital Management
Virginia
$2K 13 – –
BCFS
1749
Butensky & Cohen Financial Security
Florida
$2K 12 – –
WA
1750
WBH Advisory
Maryland
$561 4,250 +65 +2%
68 69
70
71 72