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 %
PC
376
Pecaut & Co
Iowa
$17.2M -$307K -2,225 -2%
OAMG
377
Odey Asset Management Group
United Kingdom
$17M -$14.4M -103,900 -46%
GG
378
Gofen & Glossberg
Illinois
$17M -$20K -145 -0.1%
SHWM
379
Smith & Howard Wealth Management
Georgia
$16.9M +$159K +1,148 +0.9%
NPA
380
Nichols & Pratt Advisers
Massachusetts
$16.9M -$13.8K -100 -0.1%
PCM
381
Parsons Capital Management
Rhode Island
$16.6M -$65.5K -474 -0.4%
CCM
382
Covington Capital Management
California
$16.5M +$330K +2,390 +2%
FCMC
383
Founders Capital Management (Connecticut)
Connecticut
$16.3M +$48.3K +350 +0.3%
CIM
384
Confluence Investment Management
Missouri
$16.3M +$293K +2,123 +2%
MA
385
Menlo Advisors
California
$16.1M -$223K -1,611 -1%
WF
386
Welch & Forbes
Massachusetts
$16.1M +$84.4K +611 +0.5%
GIM
387
Greystone Investment Management
Ohio
$16M -$8.43K -61 -0.1%
MAM
388
Martingale Asset Management
Massachusetts
$15.9M +$107K +775 +0.7%
Zurich Cantonal Bank
389
Zurich Cantonal Bank
Switzerland
$15.9M -$3.8M -27,543 -19%
RC
390
Roundview Capital
New Jersey
$15.8M +$480K +3,472 +3%
SHA
391
Smith Hayes Advisers
Nebraska
$15.8M +$121K +878 +0.8%
HIC
392
Harvey Investment Company
Kentucky
$15.8M -$145K -1,050 -0.9%
Lazard Asset Management
393
Lazard Asset Management
New York
$15.7M +$501K +3,624 +3%
MC
394
Muhlenkamp & Co
Pennsylvania
$15.6M -$691K -5,000 -4%
BSA
395
Braun Stacey Associates
New York
$15.5M +$4.13M +29,868 +36%
Nuveen Asset Management
396
Nuveen Asset Management
Illinois
$15.3M +$369K +2,670 +2%
FT
397
Fiduciary Trust
Massachusetts
$15.3M -$62.7K -454 -0.4%
SMDAM
398
Sumitomo Mitsui DS Asset Management
Japan
$15.1M -$937K -6,783 -6%
SFG
399
Sather Financial Group
Texas
$14.9M -$65.6K -475 -0.4%
GJIC
400
Gamble Jones Investment Counsel
California
$14.8M +$91.2K +660 +0.6%
14 15
16
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