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Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,467 hedge funds and large institutions have $97.7B invested in Berkshire Hathaway Class B in 2014 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 578 increasing their positions, 553 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,467
Holders Change
+16
Holders Change %
+1.1%
% of All Funds
42.4%
Holding in Top 10
239
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+12.21%
% of All Funds
6.91%
New
89
Increased
578
Reduced
553
Closed
59
Calls
$964M
Puts
$845M
Net Calls
+$119M
Net Calls Change
+$79.6M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$9.97B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.65B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$2.63B
4
WP
Wedgewood Partners
Missouri
$543M
5
WM
WS Management
Florida
$554M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$9.63B
2
Primecap Management
Primecap Management
California
$0
3
State Street
State Street
Massachusetts
$9.48B
4
NFA
Nationwide Fund Advisors
Ohio
$0
5
Citadel Advisors
Citadel Advisors
Florida
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
26
Neuberger Berman Group
New York
$621M +$72.3M +578,634 +13%
RCG
27
Ruane, Cunniff & Goldfarb
New York
$605M +$7.99M +63,937 +1%
Norges Bank
28
Norges Bank
Norway
$597M – – –
Canada Pension Plan Investment Board
29
Canada Pension Plan Investment Board
Ontario, Canada
$595M +$61.4M +491,414 +12%
Legal & General Group
30
Legal & General Group
United Kingdom
$578M -$9.27M -74,157 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
31
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$573M +$56.7M +453,900 +11%
WM
32
WS Management
Florida
$554M +$142M +1,133,800 +34%
WP
33
Wedgewood Partners
Missouri
$543M +$206M +1,648,861 +61%
SAM
34
Southeastern Asset Management
Tennessee
$542M +$11.7M +93,438 +2%
Charles Schwab
35
Charles Schwab
California
$503M +$14.6M +116,986 +3%
Ameriprise
36
Ameriprise
Minnesota
$500M -$3.43M -27,413 -0.7%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$482M -$13.4M -107,206 -3%
BlackRock
38
BlackRock
New York
$468M +$17.4M +139,059 +4%
New York State Teachers Retirement System (NYSTRS)
39
New York State Teachers Retirement System (NYSTRS)
New York
$456M -$10.8M -86,450 -2%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$434M +$24.5M +199,230 +6%
Deutsche Bank
41
Deutsche Bank
Germany
$433M -$6.68M -53,429 -2%
Prudential Financial
42
Prudential Financial
New Jersey
$427M +$33.3M +266,170 +8%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$409M +$1.91M +15,300 +0.5%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$388M -$4.04M -32,300 -1%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$371M -$6.34M -50,711 -2%
Capital Research Global Investors
46
Capital Research Global Investors
California
$359M +$440K +3,520 +0.1%
BIM
47
BlackRock Investment Management
Delaware
$355M +$9.59M +76,745 +3%
Mitsubishi UFJ Trust & Banking
48
Mitsubishi UFJ Trust & Banking
Japan
$350M +$3M +24,029 +0.9%
Adage Capital Partners
49
Adage Capital Partners
Massachusetts
$346M -$950K -7,600 -0.3%
Acadian Asset Management
50
Acadian Asset Management
Massachusetts
$343M +$9.17M +73,413 +3%
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