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 %
JWA
351
JFS Wealth Advisors
Pennsylvania
$19.1M +$376K +2,722 +2%
Federated Hermes
352
Federated Hermes
Pennsylvania
$19.1M -$1.8M -13,009 -9%
SIM
353
Sentry Investment Management
Wisconsin
$19M -$387K -2,800 -2%
OA
354
OFI Advisors
Pennsylvania
$19M -$917K -6,639 -5%
MLL
355
Moody Lynn & Lieberson
Massachusetts
$19M +$1.33M +9,624 +8%
DADC
356
D.A. Davidson & Co
Montana
$19M +$32.3K +234 +0.2%
Massachusetts Financial Services
357
Massachusetts Financial Services
Massachusetts
$18.9M +$125K +908 +0.7%
Wellington Management Group
358
Wellington Management Group
Massachusetts
$18.9M +$155K +1,124 +0.8%
PIM
359
Perkins Investment Management
Illinois
$18.9M -$2.61M -18,886 -12%
RI
360
Redwood Investments
Massachusetts
$18.8M +$7.31M +52,886 +64%
ACA
361
Anchor Capital Advisors
Massachusetts
$18.7M -$1.43M -10,318 -7%
RFC
362
Regions Financial Corp
Alabama
$18.2M +$405K +2,935 +2%
ICM
363
Intrepid Capital Management
Florida
$18.1M – – –
EBSAM
364
Eubel Brady & Suttman Asset Management
Ohio
$18.1M -$107K -777 -0.6%
CAG
365
Crestwood Advisors Group
Massachusetts
$18M +$519K +3,759 +3%
CTC
366
Central Trust Company
Missouri
$18M +$197K +1,423 +1%
DWM
367
Destination Wealth Management
California
$18M -$1.36M -9,841 -7%
ZIG
368
Zuckerman Investment Group
Illinois
$17.9M +$411K +2,977 +2%
OWP
369
Obermeyer Wealth Partners
Colorado
$17.9M -$190K -1,376 -1%
VIMU
370
Veritas Investment Management (UK)
United Kingdom
$17.8M -$585K -4,232 -3%
BIM
371
Bridges Investment Management
Nebraska
$17.8M -$97.4K -705 -0.5%
GIA
372
Granite Investment Advisors
New Hampshire
$17.7M +$1.26M +9,095 +8%
Truist Financial
373
Truist Financial
North Carolina
$17.7M +$934K +6,763 +6%
ARC
374
Absolute Return Capital
Massachusetts
$17.6M -$7.38M -53,454 -30%
ABC
375
Associated Banc-Corp
Wisconsin
$17.6M -$1.9M -13,772 -10%
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