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
+$658M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$472M
3
BFA
BlackRock Fund Advisors
California
+$288M
4
Credit Agricole
Credit Agricole
France
+$233M
5
Ameriprise
Ameriprise
Minnesota
+$180M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$751M
2
SAM
Southeastern Asset Management
Tennessee
-$628M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$526M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$280M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
326
Raymond James Financial Services Advisors
Florida
$22.6M +$816K +5,433 +4%
WI
327
Wafra Inc
New York
$22.6M +$901K +6,000 +4%
GCM
328
Gabalex Capital Management
New York
$22.5M – – –
ACA
329
Anchor Capital Advisors
Massachusetts
$22.5M +$2.1M +14,019 +10%
B
330
Barings
North Carolina
$22.4M +$932K +6,210 +4%
CPSAC
331
Chas P. Smith & Associates (CPS)
Florida
$22.2M +$6.83M +45,465 +44%
Nuveen Asset Management
332
Nuveen Asset Management
Illinois
$22.1M +$5.45M +36,316 +33%
BCM
333
Bridgeway Capital Management
Texas
$22.1M -$575K -3,830 -3%
CIBC Private Wealth Group
334
CIBC Private Wealth Group
Georgia
$22.1M +$272K +1,809 +1%
BBI
335
Baxter Bros Inc
Connecticut
$22M -$61.6K -410 -0.3%
AC
336
Ascend Capital
California
$22M -$22.2M -148,144 -50%
COPPSERS
337
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$22M -$242K -1,611 -1%
KBC Group
338
KBC Group
Belgium
$22M +$20.8M +138,345 +1,763%
AVC
339
Arlington Value Capital
Utah
$21.7M -$30.4M -202,499 -58%
SIM
340
Sentry Investment Management
Wisconsin
$21.7M +$1M +6,692 +5%
HC
341
Hosking & Co
Ireland
$21.6M +$21.6M +144,062 New
SDIC
342
South Dakota Investment Council
South Dakota
$21.5M – – –
Wellington Management Group
343
Wellington Management Group
Massachusetts
$21.5M +$968K +6,444 +5%
Nomura Asset Management
344
Nomura Asset Management
Japan
$21.4M -$661K -4,360 -3%
DOA
345
D'Orazio & Associates
Virginia
$21.4M +$116K +774 +0.5%
HCM
346
Horan Capital Management
Maryland
$21.4M -$3.18M -21,151 -13%
DM
347
Delphi Management
Massachusetts
$21.3M -$2.1M -13,993 -9%
OI
348
Oakbrook Investments
Illinois
$21.3M -$1.35M -9,000 -6%
QI
349
QS Investors
New York
$21.2M +$14.6M +97,160 +221%
Massachusetts Financial Services
350
Massachusetts Financial Services
Massachusetts
$21.1M +$560K +3,728 +3%
12 13
14
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