BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,484 hedge funds and large institutions have $99.9B invested in Berkshire Hathaway Class B in 2014 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 592 increasing their positions, 538 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,484
Holders Change
+17
Holders Change %
+1.16%
% of All Funds
42.68%
Holding in Top 10
233
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-2.51%
% of All Funds
6.7%
New
65
Increased
592
Reduced
538
Closed
41
Calls
$968M
Puts
$905M
Net Calls
+$62.7M
Net Calls Change
-$56.4M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$550M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$235M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$228M
4
APG Asset Management
APG Asset Management
Netherlands
+$137M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$123M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$633M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$181M
3
WA
Wintergreen Advisers
New Jersey
-$151M
4
American Century Companies
American Century Companies
Missouri
-$150M
5
LBG
Lloyds Banking Group
United Kingdom
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
326
Commerce Bank
Missouri
$19.9M +$95.7K +756 +0.5%
RG
327
Rathbones Group
United Kingdom
$19.8M +$10.1K +80 +0.1%
DC
328
Deere & Company
Illinois
$19.8M +$126K +997 +0.6%
DM
329
Delphi Management
Massachusetts
$19.7M -$6.09M -48,118 -24%
PIM
330
Perkins Investment Management
Illinois
$19.7M – – –
LI
331
Lafayette Investments
Maryland
$19.5M -$63.3K -500 -0.3%
BCM
332
Bridgeway Capital Management
Texas
$19.5M -$15.2K -120 -0.1%
KFS
333
KMS Financial Services
Washington
$19.3M +$2.02M +15,957 +12%
Federated Hermes
334
Federated Hermes
Pennsylvania
$19.1M +$362K +2,862 +2%
CC
335
Curian Capital
Colorado
$19M -$1.95M -15,432 -9%
GCM
336
Gabalex Capital Management
New York
$19M – – –
Nisa Investment Advisors
337
Nisa Investment Advisors
Missouri
$18.9M +$51.8K +409 +0.3%
Cambridge Investment Research Advisors
338
Cambridge Investment Research Advisors
Iowa
$18.8M +$593K +4,687 +3%
BBI
339
Baxter Bros Inc
Connecticut
$18.7M -$170K -1,343 -0.9%
CIBC Private Wealth Group
340
CIBC Private Wealth Group
Georgia
$18.5M +$480K +3,793 +3%
ACA
341
Anchor Capital Advisors
Massachusetts
$18.5M +$265K +2,096 +1%
DOA
342
D'Orazio & Associates
Virginia
$18.3M -$226K -1,786 -1%
OC
343
Oppenheimer & Co
New York
$18.3M -$624K -4,931 -3%
OA
344
OFI Advisors
Pennsylvania
$18.2M +$660K +5,217 +4%
TU
345
TDAM USA
Ontario, Canada
$18.2M -$540K -4,269 -3%
COPPSERS
346
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$18.2M -$1.91M -15,131 -10%
RJFSA
347
Raymond James Financial Services Advisors
Florida
$18.2M +$260K +2,051 +1%
Zurich Cantonal Bank
348
Zurich Cantonal Bank
Switzerland
$18M +$917K +7,246 +5%
UAM
349
UAS Asset Management
New York
$17.9M -$711K -5,621 -4%
LSERS
350
Louisiana State Employees Retirement System
Louisiana
$17.9M -$177K -1,400 -1%
12 13
14
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