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 %
NFG
601
Next Financial Group
Texas
$5.55M -$1.39M -10,051 -20%
JIC
602
Johnson Investment Counsel
Ohio
$5.53M +$26.5K +192 +0.5%
RA
603
Royce & Associates
New York
$5.53M -$3.73M -27,000 -40%
AA
604
Ancora Advisors
Ohio
$5.52M -$52.5K -380 -0.9%
HCM
605
Howland Capital Management
Massachusetts
$5.49M -$27.6K -200 -0.5%
AHS
606
Aspiriant Holdings S3
California
$5.46M +$231K +1,675 +4%
GMA
607
Goldstein Munger & Associates
California
$5.46M -$944K -6,830 -15%
ANBTV
608
American National Bank & Trust (Virginia)
Virginia
$5.44M -$120K -870 -2%
CA
609
CapWealth Advisors
Tennessee
$5.44M -$166K -1,200 -3%
ICOM
610
Investment Counselors of Maryland
Maryland
$5.43M +$41.4K +300 +0.8%
MKC
611
M. Kraus & Co
Vermont
$5.41M -$15.9K -115 -0.3%
NB
612
NBT Bank
New York
$5.4M -$478K -3,462 -8%
OPCM
613
Osborne Partners Capital Management
California
$5.39M +$8.01K +58 +0.1%
AC
614
Addenda Capital
Quebec, Canada
$5.37M -$530K -3,836 -9%
SAMNY
615
Samsung Asset Management (New York)
New York
$5.35M -$63.5K -460 -1%
CC
616
Colrain Capital
Massachusetts
$5.35M -$663K -4,800 -11%
MI
617
Markston International
New York
$5.35M +$261K +1,890 +5%
STI
618
Susquehanna Trust & Investment
Pennsylvania
$5.33M +$36.3K +263 +0.7%
ECM
619
Evergreen Capital Management
Washington
$5.31M +$53.9K +390 +1%
CWM
620
Cabot Wealth Management
Massachusetts
$5.3M -$23.5K -170 -0.4%
PG
621
PEAK6 Group
Illinois
$5.3M -$1.41M -10,237 -21%
CAM
622
Cypress Asset Management
Texas
$5.28M -$223K -1,615 -4%
CC
623
ClearArc Capital
Ohio
$5.2M +$197K +1,424 +4%
ICAS
624
Investors Capital Advisory Services
Massachusetts
$5.19M +$105K +757 +2%
BOH
625
Bank of Hawaii
Hawaii
$5.18M +$215K +1,557 +4%
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25
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