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
$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 %
APFBOT
1751
Amica Pension Fund Board of Trustees
Rhode Island
$22K – – –
Nuveen Asset Management
1752
Nuveen Asset Management
Illinois
$19.4K -$5.88K -41,450 -23%
SI
1753
Sentry Investments
Ontario, Canada
$18.1K -$3.08K -21,700 -15%
OFS
1754
Orrstown Financial Services
Pennsylvania
$17K +$2.83K +20 +20%
LWA
1755
Lenox Wealth Advisors
New York
$16K -$2.92K -21 -15%
ST
1756
Spot Trading
Illinois
$15K – – –
JIR
1757
James Investment Research
Ohio
$14K – – –
JAM
1758
JCIC Asset Management
Ontario, Canada
$14K – – –
LWA
1759
Lowe Wealth Advisors
Maryland
$14K – – –
ST
1760
Somerset Trust
Pennsylvania
$14K – – –
DIA
1761
Davidson Investment Advisors
Montana
$12K +$12K +90 New
VIA
1762
Vident Investment Advisory
Georgia
$9.01K +$6.66K +46,946 +283%
RI
1763
RTW Investments
New York
$7K – – –
CAL
1764
Capital Advisors Ltd
Ohio
$7K – – –
AWMS
1765
Advocacy Wealth Management Services
Georgia
$6K +$1.12K +8 +23%
MDCM
1766
Morgan Dempsey Capital Management
Wisconsin
$3K +$3K +20 New
WCM
1767
Wealthcare Capital Management
Virginia
$2K – – –
BCFS
1768
Butensky & Cohen Financial Security
Florida
$2K – – –
EWM
1769
Endurance Wealth Management
Rhode Island
$939 – – –
MIM
1770
Marco Investment Management
Georgia
$477 – – –
GAM
1771
GVO Asset Management
Switzerland
– -$71.5M -541,310 Closed
RJFSA
1772
Raymond James Financial Services Advisors
Florida
– -$56.3M -426,461 Closed
WIM
1773
Waverton Investment Management
United Kingdom
– -$50.4M -381,497 Closed
N
1774
Natixis
France
– -$35.3M -267,214 Closed
VanEck Associates
1775
VanEck Associates
New York
– -$35.1M -265,927 Closed
69 70
71
72 73