BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,467 hedge funds and large institutions have $97.7B invested in Berkshire Hathaway Class B in 2014 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 578 increasing their positions, 553 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,467
Holders Change
+16
Holders Change %
+1.1%
% of All Funds
42.4%
Holding in Top 10
239
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+12.21%
% of All Funds
6.91%
New
89
Increased
578
Reduced
553
Closed
59
Calls
$964M
Puts
$845M
Net Calls
+$119M
Net Calls Change
+$79.6M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$9.97B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.65B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$2.63B
4
WP
Wedgewood Partners
Missouri
$543M
5
WM
WS Management
Florida
$554M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$9.63B
2
Primecap Management
Primecap Management
California
$0
3
State Street
State Street
Massachusetts
$9.48B
4
NFA
Nationwide Fund Advisors
Ohio
$0
5
Citadel Advisors
Citadel Advisors
Florida
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
276
Evercore Wealth Management
New York
$25.6M -$300K -2,406 -1%
DM
277
Delphi Management
Massachusetts
$25.5M +$205K +1,642 +0.8%
Janney Montgomery Scott
278
Janney Montgomery Scott
Pennsylvania
$25.4M +$646K +5,173 +3%
AIMCA
279
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$25.3M +$1.37M +11,000 +6%
UCFA
280
United Capital Financial Advisors
Texas
$25.3M +$8.31M +66,477 +49%
HighTower Advisors
281
HighTower Advisors
Illinois
$25.2M -$1.17M -9,357 -4%
GPCM
282
Greenbrier Partners Capital Management
Texas
$25M – – –
B
283
BP
United Kingdom
$25M – – –
RCM
284
Rockshelter Capital Management
Pennsylvania
$24.3M +$24.3M +194,281 New
HCM
285
Hollencrest Capital Management
California
$24.3M +$10K +80 +0%
JVBC
286
J.V. Bruni & Co
Colorado
$24.2M +$36.4K +291 +0.2%
EIA
287
Edgemoor Investment Advisors
Maryland
$24.1M +$251K +2,009 +1%
LHC
288
Levy Harkins & Co
New York
$24.1M -$349K -2,790 -1%
CC
289
Capital Counsel
New York
$23.5M -$68.7K -550 -0.3%
FFA
290
First Foundation Advisors
California
$23.3M +$1.15M +9,172 +5%
SIC
291
Salem Investment Counselors
North Carolina
$22.8M +$1.02M +8,145 +5%
LWCFA
292
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22.5M -$159K -1,270 -0.7%
WBC
293
Westpac Banking Corp
Australia
$22.5M +$988K +7,906 +5%
SRIM
294
Saratoga Research & Investment Management
California
$22.4M +$779K +6,234 +4%
PL
295
Parthenon LLC
Kentucky
$22.1M -$132K -1,054 -0.6%
GCM
296
GoodHaven Capital Management
New Jersey
$21.6M -$33.1K -265 -0.2%
NIM
297
Northeast Investment Management
Massachusetts
$21.6M -$682K -5,454 -3%
BJ
298
Brouwer & Janachowski
California
$21.4M -$239K -1,912 -1%
ACM
299
Alta Capital Management
Utah
$21.4M +$1.27M +10,202 +6%
DekaBank Deutsche Girozentrale
300
DekaBank Deutsche Girozentrale
Germany
$21.3M -$1.55M -12,440 -7%
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