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 %
GCM
401
GoodHaven Capital Management
New Jersey
$14.8M -$9.05M -65,500 -38%
GD
402
Grandfield & Dodd
New York
$14.6M +$28.3K +205 +0.2%
CAM
403
Capstone Asset Management
Texas
$14.6M +$424K +3,070 +3%
PSUF
404
People's United Financial
Connecticut
$14.4M +$410K +2,971 +3%
HA
405
Halsey Associates
Connecticut
$14.3M -$111K -800 -0.8%
QI
406
Qualcomm Inc
California
$14.3M – – –
AIA
407
Avalon Investment & Advisory
Texas
$14.2M +$272K +1,971 +2%
SC
408
Scotia Capital
Ontario, Canada
$14.2M +$634K +4,596 +5%
CPSAC
409
Chas P. Smith & Associates (CPS)
Florida
$14.1M +$1.18M +8,577 +9%
WAS
410
Winch Advisory Services
Wisconsin
$14.1M +$5.56M +40,230 +65%
BF
411
BOK Financial
Oklahoma
$14.1M -$47.8K -346 -0.3%
BWP
412
Baldwin Wealth Partners
Massachusetts
$14M +$258K +1,870 +2%
RC
413
Reik & Co
New York
$14M – – –
BPB
414
Badgley, Phelps & Bell
Washington
$14M +$31.6K +229 +0.2%
TYCC
415
Texas Yale Capital Corp
Florida
$13.9M +$548K +3,968 +4%
NPF
416
Norris Perne & French
Michigan
$13.9M +$85.9K +622 +0.6%
LOAMS
417
Lombard Odier Asset Management (Switzerland)
Switzerland
$13.8M +$13M +93,700 +1,650%
OAC
418
OMERS Administration Corp
Ontario, Canada
$13.4M +$5.29M +38,300 +65%
CIBC World Market
419
CIBC World Market
Ontario, Canada
$13.4M +$534K +3,869 +4%
CNB
420
City National Bank
California
$13.2M -$346K -2,506 -3%
WCM
421
Wedge Capital Management
North Carolina
$13.2M -$1.66M -12,010 -11%
SIG
422
Schaller Investment Group
North Carolina
$13.1M -$399K -2,885 -3%
YIA
423
YHB Investment Advisors
Connecticut
$13M +$98.1K +710 +0.8%
MIM
424
Midwest Investment Management
Ohio
$12.7M +$1.06M +7,645 +9%
VIM
425
Veritas Investment Management
United Kingdom
$12.7M -$251K -1,816 -2%
15 16
17
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