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
+$1.6B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$364M
3
State Street
State Street
Massachusetts
+$298M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$163M
5
BIT
BlackRock Institutional Trust
California
+$132M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$630M
2
Goldman Sachs
Goldman Sachs
New York
-$200M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$125M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$114M
5
Northern Trust
Northern Trust
Illinois
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWR
451
McAdams Wright Ragen
Washington
$10.7M +$202K +1,459 +2%
DBT
452
Dubuque Bank & Trust
Iowa
$10.6M +$10.1M +72,993 +1,908%
PAG
453
Private Advisor Group
New Jersey
$10.6M +$2.62M +18,992 +33%
AIM
454
abrdn Investment Management
United Kingdom
$10.5M -$21.7K -157 -0.2%
SAM
455
Silvercrest Asset Management
New York
$10.5M +$316K +2,286 +3%
PAS
456
Professional Advisory Services
Florida
$10.5M +$1.55M +11,212 +17%
STB
457
S&T Bank
Pennsylvania
$10.4M +$10.1K +73 +0.1%
DCM
458
Dupont Capital Management
Delaware
$10.3M +$5.38M +38,970 +109%
OMC
459
Overbrook Management Corp
New York
$10.3M -$470K -3,405 -4%
AIM
460
AMI Investment Management
Indiana
$10.2M +$9.67K +70 +0.1%
QBFM
461
QS Batterymarch Financial Management
New York
$10.2M – – –
ACM
462
Atlanta Capital Management
Georgia
$10.1M – – –
BB
463
Busey Bank
Illinois
$10M +$16.9K +122 +0.2%
GA
464
Geneva Advisors
Illinois
$9.95M -$8.84K -64 -0.1%
EP
465
Elkhorn Partners
Nebraska
$9.88M -$2.39M -17,300 -19%
EGA
466
Eagle Global Advisors
Texas
$9.83M -$47K -340 -0.5%
WT
467
Whittier Trust
California
$9.82M +$83.3K +603 +0.9%
Mariner
468
Mariner
Kansas
$9.74M -$67.8K -491 -0.7%
BFO
469
Boston Family Office
Massachusetts
$9.63M +$17.7K +128 +0.2%
Fuller & Thaler Asset Management
470
Fuller & Thaler Asset Management
California
$9.62M -$1.62M -11,700 -14%
WC
471
Wexford Capital
Florida
$9.54M -$1.84M -13,330 -16%
IC
472
InterOcean Capital
Illinois
$9.47M -$1.54M -11,112 -14%
GI
473
GAMCO Investors
Connecticut
$9.39M -$138K -1,000 -1%
Connor, Clark & Lunn Investment Management (CC&L)
474
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.34M -$1.37M -9,900 -13%
QAM
475
QCI Asset Management
New York
$9.25M +$134K +973 +1%
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