BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,642 hedge funds and large institutions have $120B invested in Berkshire Hathaway Class B in 2014 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 563 increasing their positions, 608 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,642
Holders Change
+125
Holders Change %
+8.24%
% of All Funds
43.82%
Holding in Top 10
324
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+20.45%
% of All Funds
8.65%
New
182
Increased
563
Reduced
608
Closed
38
Calls
$1.39B
Puts
$1.49B
Net Calls
-$98.5M
Net Calls Change
+$138M

Top Buyers

1
State Street
State Street
Massachusetts
$12.4B
2
Vanguard Group
Vanguard Group
Pennsylvania
$13.1B
3
BFA
BlackRock Fund Advisors
California
$2.92B
4
Credit Agricole
Credit Agricole
France
$451M
5
Ameriprise
Ameriprise
Minnesota
$793M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$11.8B
2
SAM
Southeastern Asset Management
Tennessee
$2.52M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.58B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.15B
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$698M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAIG
276
Semper Augustus Investments Group
Colorado
$29.5M -$1.77M -11,800 -6%
AR
277
Advisory Research
Illinois
$29.4M -$3.53M -23,518 -11%
BNP Paribas Asset Management
278
BNP Paribas Asset Management
France
$29.3M -$131K -871 -0.4%
EIA
279
Edgemoor Investment Advisors
Maryland
$29.1M +$311K +2,067 +1%
MA
280
MUFG Americas
New York
$29M +$210K +1,397 +0.7%
CBOA
281
Commonwealth Bank of Australia
Australia
$29M -$208K -1,382 -0.7%
SRIM
282
Saratoga Research & Investment Management
California
$28.4M -$285K -1,897 -1%
Fifth Third Bancorp
283
Fifth Third Bancorp
Ohio
$28.4M +$1.01M +6,695 +4%
RCM
284
Rockshelter Capital Management
Pennsylvania
$27.8M -$882K -5,875 -3%
CC
285
Capital Counsel
New York
$27.7M -$64.6K -430 -0.2%
GPCM
286
Greenbrier Partners Capital Management
Texas
$27.7M – – –
NIM
287
Northeast Investment Management
Massachusetts
$27.6M +$1.33M +8,889 +5%
JVBC
288
J.V. Bruni & Co
Colorado
$27.5M -$1.41M -9,390 -5%
Federated Hermes
289
Federated Hermes
Pennsylvania
$27.5M +$6.77M +45,088 +33%
SIC
290
Salem Investment Counselors
North Carolina
$27.4M -$292K -1,943 -1%
ACM
291
Alta Capital Management
Utah
$27.3M +$658K +4,385 +2%
CEP
292
Chicago Equity Partners
Illinois
$26.8M +$2.31M +15,375 +9%
WBC
293
Westpac Banking Corp
Australia
$26.8M -$184K -1,226 -0.7%
LWCFA
294
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26.6M +$37.5K +250 +0.1%
ECA
295
Endeavour Capital Advisors
Connecticut
$26.6M +$26.6M +177,241 New
PTC
296
Philadelphia Trust Company
Pennsylvania
$26.4M -$8.58M -57,168 -25%
PL
297
Parthenon LLC
Kentucky
$26.4M -$27.8K -185 -0.1%
MIS
298
Morningstar Investment Services
Illinois
$26.3M +$2.62M +17,448 +11%
AIMCA
299
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$25.6M -$5.75M -38,300 -18%
BJ
300
Brouwer & Janachowski
California
$25.5M -$213K -1,421 -0.8%
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