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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 %
Citadel Advisors
401
Citadel Advisors
Florida
$13.3M -$85.3M -682,686 -86%
Truist Financial
402
Truist Financial
North Carolina
$13.2M +$3.12M +24,996 +31%
GJIC
403
Gamble Jones Investment Counsel
California
$13.2M +$527K +4,219 +4%
HA
404
Halsey Associates
Connecticut
$13.2M +$345K +2,764 +3%
RC
405
Roundview Capital
New Jersey
$13.1M +$3.55M +28,441 +37%
GD
406
Grandfield & Dodd
New York
$13M +$146K +1,166 +1%
BPB
407
Badgley, Phelps & Bell
Washington
$12.7M +$190K +1,517 +2%
RC
408
Reik & Co
New York
$12.6M -$53.7K -430 -0.4%
NPF
409
Norris Perne & French
Michigan
$12.6M +$83.4K +667 +0.7%
PRA
410
Parametric Risk Advisors
Connecticut
$12.6M
UB
411
UMB Bank
Missouri
$12.5M -$6.12M -48,996 -33%
BWP
412
Baldwin Wealth Partners
Massachusetts
$12.4M +$2.74M +21,946 +28%
CIM
413
Confluence Investment Management
Missouri
$12.4M +$1.21M +9,703 +11%
AIA
414
Avalon Investment & Advisory
Texas
$12.3M -$261K -2,086 -2%
SIG
415
Schaller Investment Group
North Carolina
$12.3M -$222K -1,775 -2%
TYCC
416
Texas Yale Capital Corp
Florida
$11.9M +$975K +7,800 +9%
BF
417
BOK Financial
Oklahoma
$11.8M +$220K +1,759 +2%
ESCM
418
Echo Street Capital Management
New York
$11.8M +$11.8M +94,577 New
KBC Group
419
KBC Group
Belgium
$11.7M -$1.2M -9,584 -9%
BA
420
Bridgewater Associates
Connecticut
$11.7M +$11.7M +93,308 New
VIM
421
Veritas Investment Management
United Kingdom
$11.6M -$112K -900 -1%
SC
422
Scotia Capital
Ontario, Canada
$11.5M +$566K +4,535 +5%
CWA
423
Constellation Wealth Advisors
New York
$11.5M +$166K +1,325 +1%
CIBC World Market
424
CIBC World Market
Ontario, Canada
$11.4M +$1.92M +15,378 +20%
YIA
425
YHB Investment Advisors
Connecticut
$11.4M +$1.67M +13,339 +17%