BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,642 hedge funds and large institutions have $120B invested in Berkshire Hathaway Class B in 2014 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 563 increasing their positions, 608 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,642
Holders Change
+125
Holders Change %
+8.24%
% of All Funds
43.82%
Holding in Top 10
324
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+20.45%
% of All Funds
8.65%
New
182
Increased
563
Reduced
608
Closed
38
Calls
$1.39B
Puts
$1.49B
Net Calls
-$98.5M
Net Calls Change
+$138M

Top Buyers

1
State Street
State Street
Massachusetts
+$658M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$472M
3
BFA
BlackRock Fund Advisors
California
+$288M
4
Credit Agricole
Credit Agricole
France
+$233M
5
Ameriprise
Ameriprise
Minnesota
+$180M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$751M
2
SAM
Southeastern Asset Management
Tennessee
-$628M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$526M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$280M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
451
Brinker Capital
Pennsylvania
$12.2M -$248K -1,650 -2%
SSWM
452
Smith Salley Wealth Management
North Carolina
$12.1M +$166K +1,104 +1%
DY
453
Dowling & Yahnke
California
$12.1M -$120K -797 -1%
RFA
454
Reilly Financial Advisors
California
$12M -$646K -4,302 -5%
OMC
455
Overbrook Management Corp
New York
$12M +$847K +5,641 +8%
DSAM
456
Dock Street Asset Management
Florida
$11.9M -$77.5K -516 -0.6%
AAC
457
Asset Advisors Corp
Georgia
$11.8M -$429K -2,860 -4%
SC
458
Spindletop Capital
New York
$11.6M +$11.6M +77,500 New
CAMI
459
Concord Asset Management (Illinois)
Illinois
$11.6M -$581K -3,870 -5%
CAM
460
Carret Asset Management
New York
$11.6M -$248K -1,650 -2%
Mackenzie Financial
461
Mackenzie Financial
Ontario, Canada
$11.5M -$1.15M -7,690 -9%
DBT
462
Dubuque Bank & Trust
Iowa
$11.4M -$124K -827 -1%
Natixis Advisors
463
Natixis Advisors
Massachusetts
$11.4M -$578K -3,848 -5%
SAM
464
Silvercrest Asset Management
New York
$11.3M -$75.1K -500 -0.7%
BOIA
465
Bush ODonnell Investment Advisors
Missouri
$11.3M -$400K -2,665 -3%
Teacher Retirement System of Texas
466
Teacher Retirement System of Texas
Texas
$11.3M +$5.02M +33,404 +80%
PAS
467
Professional Advisory Services
Florida
$11.2M -$221K -1,470 -2%
BB
468
Busey Bank
Illinois
$11.1M +$210K +1,401 +2%
AIM
469
AMI Investment Management
Indiana
$11.1M -$24.8K -165 -0.2%
GA
470
Geneva Advisors
Illinois
$10.9M +$82K +546 +0.8%
WT
471
Whittier Trust
California
$10.8M +$166K +1,108 +2%
STB
472
S&T Bank
Pennsylvania
$10.7M -$586K -3,903 -5%
ACM
473
Atlanta Capital Management
Georgia
$10.7M -$314K -2,090 -3%
IC
474
InterOcean Capital
Illinois
$10.6M +$284K +1,889 +3%
EGA
475
Eagle Global Advisors
Texas
$10.5M -$135K -896 -1%
17 18
19
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