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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
$14.6B
2
Bank of America
Bank of America
North Carolina
$1.19B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.33B
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.91B
5
SSM
Sound Shore Management
Connecticut
$154M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$9.84B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.23B
3
Credit Agricole
Credit Agricole
France
$64.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$232M
5
State Street
State Street
Massachusetts
$10.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
1726
Acrospire Investment Management
Illinois
$85K +$85K +600 New
NCM
1727
Nelson Capital Management
California
$83K – – –
VIP
1728
Vantage Investment Partners
Missouri
$80K – – –
PRS
1729
Pinkerton Retirement Specialists
Idaho
$75K -$3.7K -26 -5%
CRM
1730
Cramer Rosenthal McGlynn
Connecticut
$71K – – –
PR
1731
Payden & Rygel
California
$70K – – –
MFT
1732
Moisand Fitzgerald Tamayo
Florida
$70K – – –
SCA
1733
Stuart Chaussee & Associates
California
$68K – – –
JSAM
1734
J. Safra Asset Management
New York
$62K – – –
TSU
1735
TD Securities (USA)
New York
$60K +$284 +2 +0.5%
AP
1736
Advisors Preferred
Maryland
$56K +$1.41K +10 +3%
IIM
1737
Ipswich Investment Management
Massachusetts
$50K +$50K +350 New
AA
1738
AlphaMark Advisors
Kentucky
$43K – – –
ED
1739
Exane Derivatives
France
$42.1K +$42.1K +297 New
AW
1740
Alpha Windward
Massachusetts
$40K – – –
CIA
1741
Capital Impact Advisors
Massachusetts
$39K +$39K +276 New
PIM
1742
Parasol Investment Management
Illinois
$36K – – –
CFS
1743
Commonwealth Financial Services
West Virginia
$35K – – –
NHFG
1744
New Harbor Financial Group
Massachusetts
$35K – – –
AI
1745
ArchPoint Investors
Florida
$32K – – –
CIM
1746
Contravisory Investment Management
Massachusetts
$30K +$1.96K +14 +7%
GGHC
1747
Gilder Gagnon Howe & Co
New York
$28K – – –
CAM
1748
Cacti Asset Management
Georgia
$28K – – –
SAM
1749
Shamrock Asset Management
Texas
$28K – – –
SFPIA
1750
Stevens First Principles Investment Advisors
California
$26K -$116K -800 -82%
68 69
70
71 72