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
$1.15B
2
Vanguard Group
Vanguard Group
Pennsylvania
$10.3B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.9B
4
APG Asset Management
APG Asset Management
Netherlands
$399M
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
$9.12B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$925M
3
WA
Wintergreen Advisers
New Jersey
$0
4
American Century Companies
American Century Companies
Missouri
$105M
5
LBG
Lloyds Banking Group
United Kingdom
$4.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPA
376
Nichols & Pratt Advisers
Massachusetts
$15.5M -$186K -1,466 -1%
SHWM
377
Smith & Howard Wealth Management
Georgia
$15.4M +$379K +2,992 +3%
Truist Financial
378
Truist Financial
North Carolina
$15.3M +$1.97M +15,592 +15%
PCM
379
Parsons Capital Management
Rhode Island
$15.2M -$116K -916 -0.8%
CCM
380
Covington Capital Management
California
$15.1M +$243K +1,883 +2%
GIA
381
Granite Investment Advisors
New Hampshire
$15.1M -$59.5K -470 -0.4%
B
382
Barings
North Carolina
$15M -$4.82M -38,120 -24%
FCMC
383
Founders Capital Management (Connecticut)
Connecticut
$14.9M +$1.33M +10,471 +10%
MA
384
Menlo Advisors
California
$14.9M – – –
MC
385
Muhlenkamp & Co
Pennsylvania
$14.9M +$60.1K +475 +0.4%
DILH
386
Dai-ichi Life Holdings
Japan
$14.9M -$865K -6,834 -5%
SMDAM
387
Sumitomo Mitsui DS Asset Management
Japan
$14.6M -$778K -6,148 -5%
CIM
388
Confluence Investment Management
Missouri
$14.6M +$2.07M +16,392 +17%
GIM
389
Greystone Investment Management
Ohio
$14.6M +$253K +2,000 +2%
WF
390
Welch & Forbes
Massachusetts
$14.6M +$159K +1,255 +1%
HIC
391
Harvey Investment Company
Kentucky
$14.6M +$81.6K +645 +0.6%
MAM
392
Martingale Asset Management
Massachusetts
$14.5M +$967K +7,642 +7%
SHA
393
Smith Hayes Advisers
Nebraska
$14.3M +$368K +2,908 +3%
FT
394
Fiduciary Trust
Massachusetts
$14.1M -$557K -4,398 -4%
RC
395
Roundview Capital
New Jersey
$14M +$777K +6,141 +6%
Lazard Asset Management
396
Lazard Asset Management
New York
$13.9M +$2.28K +18 +0%
BHIA
397
Birch Hill Investment Advisors
Massachusetts
$13.8M -$5.99M -47,300 -30%
SFG
398
Sather Financial Group
Texas
$13.7M +$128K +1,009 +0.9%
Nuveen Asset Management
399
Nuveen Asset Management
Illinois
$13.7M -$2.01M -15,920 -13%
WCM
400
Wedge Capital Management
North Carolina
$13.6M -$323K -2,555 -2%
14 15
16
17 18