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 %
ACM
351
Aquamarine Capital Management
New York
$21.1M +$21.1M +140,600 New
Nomura Holdings
352
Nomura Holdings
Japan
$20.9M +$12.8M +85,848 +156%
JWA
353
JFS Wealth Advisors
Pennsylvania
$20.9M +$56.5K +376 +0.3%
LI
354
LMCG Investments
Massachusetts
$20.8M -$38.9K -259 -0.2%
FAM
355
Fenimore Asset Management
New York
$20.7M -$345K -2,295 -2%
SCA
356
STALEY CAPITAL ADVISERS
Pennsylvania
$20.7M -$188K -1,250 -0.9%
LSERS
357
Louisiana State Employees Retirement System
Louisiana
$20.6M -$405K -2,700 -2%
OA
358
OFI Advisors
Pennsylvania
$20.6M -$82.9K -552 -0.4%
TU
359
TDAM USA
Ontario, Canada
$20.5M -$624K -4,159 -3%
MLL
360
Moody Lynn & Lieberson
Massachusetts
$20.4M -$271K -1,806 -1%
KRS
361
Kentucky Retirement Systems
Kentucky
$20.4M -$941K -6,270 -4%
CAG
362
Crestwood Advisors Group
Massachusetts
$20.3M +$718K +4,780 +4%
ICM
363
Intrepid Capital Management
Florida
$19.6M – – –
ZIG
364
Zuckerman Investment Group
Illinois
$19.5M -$51.5K -343 -0.3%
OAMG
365
Odey Asset Management Group
United Kingdom
$19.4M +$911K +6,067 +5%
MAM
366
Martingale Asset Management
Massachusetts
$19.4M +$2.06M +13,747 +12%
DWM
367
Destination Wealth Management
California
$19.3M -$204K -1,358 -1%
EBSAM
368
Eubel Brady & Suttman Asset Management
Ohio
$19.3M -$298K -1,985 -2%
Truist Financial
369
Truist Financial
North Carolina
$19.3M +$105K +697 +0.5%
BIM
370
Bridges Investment Management
Nebraska
$19.3M -$35.6K -237 -0.2%
CIM
371
Confluence Investment Management
Missouri
$19.1M +$1.46M +9,699 +8%
PIM
372
Perkins Investment Management
Illinois
$19.1M -$1.39M -9,280 -7%
CTC
373
Central Trust Company
Missouri
$19.1M -$486K -3,234 -2%
CC
374
Curian Capital
Colorado
$18.9M -$3.77M -25,081 -17%
GIA
375
Granite Investment Advisors
New Hampshire
$18.7M -$534K -3,557 -3%
13 14
15
16 17