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 %
GJIC
401
Gamble Jones Investment Counsel
California
$13.5M +$162K +1,281 +1%
GD
402
Grandfield & Dodd
New York
$13.3M +$177K +1,400 +1%
FNBOO
403
First National Bank of Omaha
Nebraska
$13.3M +$2.22M +17,556 +20%
HA
404
Halsey Associates
Connecticut
$13.2M -$123K -970 -0.9%
QI
405
Qualcomm Inc
California
$13.1M -$18.6M -147,300 -59%
CAM
406
Capstone Asset Management
Texas
$13M -$3.36M -26,558 -21%
BF
407
BOK Financial
Oklahoma
$12.9M +$920K +7,272 +8%
RC
408
Reik & Co
New York
$12.8M – – –
AIA
409
Avalon Investment & Advisory
Texas
$12.8M +$360K +2,848 +3%
BPB
410
Badgley, Phelps & Bell
Washington
$12.8M -$75.9K -600 -0.6%
PSUF
411
People's United Financial
Connecticut
$12.8M +$2.15M +16,973 +20%
NPF
412
Norris Perne & French
Michigan
$12.7M -$128K -1,010 -1%
BWP
413
Baldwin Wealth Partners
Massachusetts
$12.6M +$58.5K +462 +0.5%
CNB
414
City National Bank
California
$12.4M +$3.89M +30,775 +46%
SC
415
Scotia Capital
Ontario, Canada
$12.4M +$754K +5,958 +6%
SIG
416
Schaller Investment Group
North Carolina
$12.4M -$10.1K -80 -0.1%
TYCC
417
Texas Yale Capital Corp
Florida
$12.3M +$207K +1,635 +2%
CPSAC
418
Chas P. Smith & Associates (CPS)
Florida
$11.9M -$21.3M -168,493 -64%
UB
419
UMB Bank
Missouri
$11.9M -$787K -6,215 -6%
VIM
420
Veritas Investment Management
United Kingdom
$11.9M +$123K +975 +1%
YIA
421
YHB Investment Advisors
Connecticut
$11.8M +$310K +2,448 +3%
CIBC World Market
422
CIBC World Market
Ontario, Canada
$11.8M +$219K +1,728 +2%
PRA
423
Parametric Risk Advisors
Connecticut
$11.5M -$1.2M -9,500 -9%
HI
424
Hendershot Investments
Virginia
$11.4M +$24.8K +196 +0.2%
Rafferty Asset Management
425
Rafferty Asset Management
New York
$11.3M +$8.6M +67,944 +318%
15 16
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