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 %
AC
601
Addenda Capital
Quebec, Canada
$6.42M +$578K +3,852 +10%
WS
602
Wedbush Securities
California
$6.41M +$103K +689 +2%
GIM
603
Goelzer Investment Management
Indiana
$6.36M +$810K +5,392 +15%
JIC
604
Johnson Investment Counsel
Ohio
$6.27M +$256K +1,704 +4%
MCA
605
Mercer Capital Advisers
New Jersey
$6.24M +$6.24M +41,587 New
HCM
606
Howland Capital Management
Massachusetts
$6.24M +$273K +1,820 +5%
NLI
607
Nippon Life Insurance
Japan
$6.22M +$33.3K +222 +0.5%
AGM
608
Alpine Global Management
New York
$6.21M +$6.21M +41,388 New
PGIM
609
Pacific Global Investment Management
California
$6.19M +$18.8K +125 +0.3%
Belvedere Trading
610
Belvedere Trading
Illinois
$6.17M +$6.17M +41,080 New
AIIMS
611
Analyst IMS Investment Management Services
Israel
$6.13M +$6.13M +40,812 New
ANBTV
612
American National Bank & Trust (Virginia)
Virginia
$6.08M +$168K +1,119 +3%
WHRC
613
W.H. Reaves & Co
New Jersey
$6.07M – – –
AA
614
Ancora Advisors
Ohio
$6.02M +$16.4K +109 +0.3%
RWM
615
RKL Wealth Management
Pennsylvania
$6.01M +$1.36M +9,065 +29%
MCM
616
Martin Capital Management
Indiana
$5.98M -$565K -3,765 -9%
SGAM
617
Steinberg Global Asset Management
Florida
$5.97M +$402K +2,679 +7%
MSP
618
Madison Street Partners
Colorado
$5.96M +$3.49M +23,259 +141%
AHS
619
Aspiriant Holdings S3
California
$5.95M +$15.5K +103 +0.3%
BA
620
Bridgewater Associates
Connecticut
$5.92M +$965K +6,430 +20%
NC
621
Northpointe Capital
Michigan
$5.92M +$2.25M +15,013 +62%
JG
622
Jefferies Group
New York
$5.89M +$5.74M +38,205 +3,859%
OPCM
623
Osborne Partners Capital Management
California
$5.87M +$21.3K +142 +0.4%
CC
624
ClearArc Capital
Ohio
$5.84M +$182K +1,215 +3%
CWM
625
Cabot Wealth Management
Massachusetts
$5.83M +$73.7K +491 +1%
23 24
25
26 27