BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,517 hedge funds and large institutions have $111B invested in Berkshire Hathaway Class B in 2014 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 576 increasing their positions, 567 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,517
Holders Change
+33
Holders Change %
+2.22%
% of All Funds
44.05%
Holding in Top 10
269
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+15.45%
% of All Funds
7.81%
New
77
Increased
576
Reduced
567
Closed
36
Calls
$1.06B
Puts
$1.29B
Net Calls
-$237M
Net Calls Change
-$300M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$11.6B
2
Vanguard Group
Vanguard Group
Pennsylvania
$11.6B
3
State Street
State Street
Massachusetts
$10.8B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.24B
5
BIT
BlackRock Institutional Trust
California
$6.55B

Top Sellers

1
Norges Bank
Norges Bank
Norway
$630M
2
Goldman Sachs
Goldman Sachs
New York
$528M
3
AllianceBernstein
AllianceBernstein
Tennessee
$890M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$896M
5
Northern Trust
Northern Trust
Illinois
$2.89B
Name Holding Trade Value Shares
Change 		Shares
Change %
BJ
301
Brouwer & Janachowski
California
$23.6M +$54.8K +397 +0.2%
LHC
302
Levy Harkins & Co
New York
$23.4M -$2.84M -20,557 -11%
MA
303
Marshfield Associates
District of Columbia
$23.3M -$14.7M -106,449 -39%
AMAL
304
Asset Management Advisors LLC
Oklahoma
$23.1M +$1.02M +7,355 +5%
TAM
305
Tocqueville Asset Management
New York
$23.1M +$177K +1,280 +0.8%
CCA
306
Covey Capital Advisors
Georgia
$23.1M +$23.1M +167,153 New
FNBOO
307
First National Bank of Omaha
Nebraska
$23M +$8.52M +61,671 +59%
MJRIC
308
Mogy Joel R Investment Counsel
California
$22.8M -$459K -3,320 -2%
HCM
309
Horan Capital Management
Maryland
$22.6M -$459K -3,325 -2%
CEP
310
Chicago Equity Partners
Illinois
$22.5M -$128K -930 -0.6%
MIM
311
Martin Investment Management
Florida
$22.5M -$583K -4,219 -3%
SAM
312
Securian Asset Management
Minnesota
$22.5M +$101K +733 +0.5%
CB
313
Commerce Bank
Missouri
$22.4M +$677K +4,903 +3%
AM
314
Account Management
Massachusetts
$22.3M -$834K -6,035 -4%
WPIC
315
White Pine Investment Company
Michigan
$21.9M -$348K -2,517 -2%
Cambridge Investment Research Advisors
316
Cambridge Investment Research Advisors
Iowa
$21.9M +$1.4M +10,115 +7%
MIS
317
Morningstar Investment Services
Illinois
$21.7M -$766K -5,548 -3%
RG
318
Rathbones Group
United Kingdom
$21.7M +$108K +782 +0.5%
DM
319
Delphi Management
Massachusetts
$21.6M +$23.5K +170 +0.1%
DC
320
Deere & Company
Illinois
$21.5M -$109K -786 -0.5%
FAM
321
Fred Alger Management
New York
$21.4M -$870K -6,300 -4%
LI
322
Lafayette Investments
Maryland
$21.3M -$65.6K -475 -0.3%
Nisa Investment Advisors
323
Nisa Investment Advisors
Missouri
$21.2M +$625K +4,525 +3%
KFS
324
KMS Financial Services
Washington
$21.2M +$61.6K +446 +0.3%
GJCM
325
Grand Jean Capital Management
California
$21M -$2.47M -17,865 -11%
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