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 %
BEAM
476
Baker Ellis Asset Management
Washington
$9.13M +$107K +772 +1%
TMAM
477
Tokio Marine Asset Management
Japan
$9.13M -$1.92M -13,890 -17%
LKIM
478
Lawson Kroeker Investment Management
Nebraska
$9.11M -$356K -2,575 -4%
KCM
479
Kanawha Capital Management
Virginia
$9.06M -$55.4K -401 -0.6%
Rafferty Asset Management
480
Rafferty Asset Management
New York
$9.05M -$3.28M -23,761 -27%
BFS
481
Bradley Foster & Sargent
Connecticut
$9.04M +$779K +5,642 +9%
AL
482
Agran Libbie
California
$9.04M +$19.8K +143 +0.2%
FAAS
483
First Allied Advisory Services
California
$9.03M +$9.03M +65,167 New
ADEF
484
Adams Diversified Equity Fund
Maryland
$9.01M – – –
CK
485
Cohen Klingenstein
New York
$9.01M – – –
CFA
486
Carroll Financial Associates
North Carolina
$9M -$1.09M -7,530 -11%
AIP
487
Ameritas Investment Partners
Nebraska
$8.99M -$37.6K -272 -0.4%
TNB
488
Thomasville National Bank
Georgia
$8.99M +$176K +1,273 +2%
AC
489
Avenir Corporation
Virginia
$8.98M – – –
SC
490
SouthState Corp
Florida
$8.94M +$48.8K +353 +0.5%
PGFC
491
Peapack-Gladstone Financial Corp
New Jersey
$8.82M +$128K +930 +1%
WRM
492
Weybosset Research & Management
Rhode Island
$8.81M -$12.4K -90 -0.1%
BIC
493
Bridges Investment Counsel
Nebraska
$8.72M -$395K -2,856 -4%
SKK
494
Shepherd Kaplan Krochuk
Massachusetts
$8.72M -$192K -1,389 -2%
MERSOM
495
Municipal Employees' Retirement System of Michigan
Michigan
$8.62M +$138K +1,000 +2%
FPCM
496
Financial Partners Capital Management
New York
$8.61M +$209K +1,515 +2%
CCB
497
Cutter & Co Brokerage
Missouri
$8.59M – – –
PA
498
Profund Advisors
Maryland
$8.55M +$944K +6,833 +12%
LGC
499
Laurel Grove Capital
California
$8.51M -$123K -890 -1%
NAMP
500
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.49M +$34.5K +250 +0.4%
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