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
+$550M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$235M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$228M
4
APG Asset Management
APG Asset Management
Netherlands
+$137M
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
-$633M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$181M
3
WA
Wintergreen Advisers
New Jersey
-$151M
4
American Century Companies
American Century Companies
Missouri
-$150M
5
LBG
Lloyds Banking Group
United Kingdom
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
426
Elkhorn Partners
Nebraska
$11.2M -$215K -1,700 -2%
DSAM
427
Dock Street Asset Management
Florida
$11.2M -$20.8K -164 -0.2%
Natixis Advisors
428
Natixis Advisors
Massachusetts
$11.2M +$1.18M +9,303 +12%
Luther King Capital Management (LKCM)
429
Luther King Capital Management (LKCM)
Texas
$11.1M +$727K +5,747 +7%
SCM
430
Stux Capital Management
New York
$10.8M +$63.3K +500 +0.6%
Mackenzie Financial
431
Mackenzie Financial
Ontario, Canada
$10.8M +$1.13M +8,947 +12%
WCM
432
Weik Capital Management
Pennsylvania
$10.7M -$36.1K -285 -0.3%
MIM
433
Midwest Investment Management
Ohio
$10.7M +$27.2K +215 +0.3%
BC
434
Brinker Capital
Pennsylvania
$10.6M +$76.2K +602 +0.7%
RI
435
Redwood Investments
Massachusetts
$10.5M +$10.5M +82,740 +16,482%
LMGAM
436
Liberty Mutual Group Asset Management
Massachusetts
$10.5M +$24.3K +192 +0.2%
Connor, Clark & Lunn Investment Management (CC&L)
437
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.5M +$930K +6,900 +10%
WC
438
Wexford Capital
Florida
$10.4M +$10.4M +82,365 New
BSA
439
Braun Stacey Associates
New York
$10.4M +$302K +2,385 +3%
RFA
440
Reilly Financial Advisors
California
$10.4M +$136K +1,065 +1%
FIM
441
Frontier Investment Management
Texas
$10.4M +$4.27M +33,789 +70%
CAMI
442
Concord Asset Management (Illinois)
Illinois
$10.3M -$43.3K -340 -0.4%
DY
443
Dowling & Yahnke
California
$10.3M -$186K -1,469 -2%
CANC
444
Culbertson A N & Co
Virginia
$10.3M +$1.33M +10,517 +15%
Fuller & Thaler Asset Management
445
Fuller & Thaler Asset Management
California
$10.3M -$633K -5,000 -6%
TMAM
446
Tokio Marine Asset Management
Japan
$10.1M +$1.1M +8,691 +12%
IC
447
InterOcean Capital
Illinois
$10.1M +$3.21M +25,337 +47%
CAM
448
Carret Asset Management
New York
$10M +$229K +1,813 +2%
AAC
449
Asset Advisors Corp
Georgia
$9.85M +$538K +4,250 +6%
OMC
450
Overbrook Management Corp
New York
$9.83M +$173K +1,366 +2%
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