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 %
Bessemer Group
426
Bessemer Group
New Jersey
$12.7M +$6.32M +45,739 +99%
Luther King Capital Management (LKCM)
427
Luther King Capital Management (LKCM)
Texas
$12.6M +$522K +3,780 +4%
RIG
428
Roosevelt Investment Group
New York
$12.5M +$2.16M +15,623 +21%
HI
429
Hendershot Investments
Virginia
$12.3M -$171K -1,235 -1%
FIM
430
Frontier Investment Management
Texas
$12.1M +$739K +5,353 +7%
CANC
431
Culbertson A N & Co
Virginia
$12M +$756K +5,472 +7%
RFA
432
Reilly Financial Advisors
California
$11.6M +$340K +2,461 +3%
Northwestern Mutual Wealth Management
433
Northwestern Mutual Wealth Management
Wisconsin
$11.6M +$1.94M +14,022 +20%
Mackenzie Financial
434
Mackenzie Financial
Ontario, Canada
$11.6M -$182K -1,318 -2%
LMGAM
435
Liberty Mutual Group Asset Management
Massachusetts
$11.6M +$148K +1,070 +1%
PRA
436
Parametric Risk Advisors
Connecticut
$11.5M -$1.08M -7,800 -9%
BC
437
Brinker Capital
Pennsylvania
$11.5M -$119K -862 -1%
WCM
438
Weik Capital Management
Pennsylvania
$11.5M -$207K -1,500 -2%
NPC
439
National Planning Corporation
California
$11.5M +$2.11M +15,158 +23%
Parallax Volatility Advisers
440
Parallax Volatility Advisers
California
$11.5M +$11M +79,297 +2,123%
AAC
441
Asset Advisors Corp
Georgia
$11.3M +$521K +3,770 +5%
DY
442
Dowling & Yahnke
California
$11.2M -$39.1K -283 -0.3%
CAMI
443
Concord Asset Management (Illinois)
Illinois
$11.2M -$1.38K -10 -0%
1IC
444
1919 Investment Counsel
Maryland
$11.2M +$743K +5,375 +7%
RC
445
RegentAtlantic Capital
New Jersey
$11.2M +$518K +3,750 +5%
DSAM
446
Dock Street Asset Management
Florida
$11M -$1.18M -8,565 -10%
SSWM
447
Smith Salley Wealth Management
North Carolina
$11M +$330K +2,389 +3%
Natixis Advisors
448
Natixis Advisors
Massachusetts
$11M -$1.24M -9,001 -10%
CAM
449
Carret Asset Management
New York
$10.9M -$70.2K -508 -0.6%
BOIA
450
Bush ODonnell Investment Advisors
Missouri
$10.8M +$2.33M +16,866 +28%
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