BRK.B icon

Berkshire Hathaway Class B

1,467 hedge funds and large institutions have $97.7B invested in Berkshire Hathaway Class B in 2014 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 578 increasing their positions, 553 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,467
Holders Change
+16
Holders Change %
+1.1%
% of All Funds
42.4%
Holding in Top 10
239
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+12.21%
% of All Funds
6.91%
New
89
Increased
578
Reduced
553
Closed
59
Calls
$964M
Puts
$845M
Net Calls
+$119M
Net Calls Change
+$79.6M
Name Holding Trade Value Shares
Change
Shares
Change %
FCAM
376
F&C Asset Management
United Kingdom
$15.4M +$979K +7,835 +7%
SCM
377
Stevens Capital Management
Pennsylvania
$15.3M +$10.4M +83,102 +210%
QBFM
378
QS Batterymarch Financial Management
New York
$15.3M +$3.59M +28,720 +31%
SMDAM
379
Sumitomo Mitsui DS Asset Management
Japan
$15.2M -$705K -5,643 -4%
PCM
380
Parsons Capital Management
Rhode Island
$15.2M +$620K +4,961 +4%
GIA
381
Granite Investment Advisors
New Hampshire
$15M +$256K +2,050 +2%
SHWM
382
Smith & Howard Wealth Management
Georgia
$14.8M +$719K +5,752 +5%
SIM
383
Sentry Investment Management
Wisconsin
$14.8M -$25K -200 -0.2%
MA
384
Menlo Advisors
California
$14.7M +$266K +2,130 +2%
MC
385
Muhlenkamp & Co
Pennsylvania
$14.7M -$35.6K -285 -0.2%
FT
386
Fiduciary Trust
Massachusetts
$14.4M -$319K -2,552 -2%
CCM
387
Covington Capital Management
California
$14.4M +$653K +5,228 +5%
HIC
388
Harvey Investment Company
Kentucky
$14.3M +$380K +3,037 +3%
ZIG
389
Zuckerman Investment Group
Illinois
$14.3M +$13.4M +107,575 +1,537%
GG
390
Gofen & Glossberg
Illinois
$14.3M +$15.4K +133 +0.1%
WF
391
Welch & Forbes
Massachusetts
$14.3M -$599K -4,790 -4%
GIM
392
Greystone Investment Management
Ohio
$14.2M -$111K -885 -0.8%
PP
393
Palladium Partners
Virginia
$13.8M +$24K +192 +0.2%
SHA
394
Smith Hayes Advisers
Nebraska
$13.8M +$2.78M +22,220 +25%
MLL
395
Moody Lynn & Lieberson
Massachusetts
$13.8M -$142K -1,137 -1%
Lazard Asset Management
396
Lazard Asset Management
New York
$13.8M -$6.63M -53,089 -33%
WCM
397
Wedge Capital Management
North Carolina
$13.7M +$708K +5,665 +5%
FCMC
398
Founders Capital Management (Connecticut)
Connecticut
$13.5M +$305K +2,432 +2%
SFG
399
Sather Financial Group
Texas
$13.4M +$6.62K +53 +0%
MAM
400
Martingale Asset Management
Massachusetts
$13.4M -$97.7K -782 -0.7%