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 %
OA
626
Outfitter Advisors
Virginia
$5.18M -$6.91K -50 -0.1%
BC
627
Blackhill Capital
New Jersey
$5.16M – – –
CA
628
Callahan Advisors
Texas
$5.16M +$91.9K +665 +2%
SYBT
629
Stock Yards Bank & Trust
Kentucky
$5.15M -$287K -2,076 -5%
SGAM
630
Steinberg Global Asset Management
Florida
$5.12M +$89.1K +645 +2%
GIM
631
Goelzer Investment Management
Indiana
$5.1M -$131K -946 -2%
BJL
632
Brighton Jones LLC
Washington
$5.01M -$50.8K -368 -1%
DIA
633
Dean Investment Associates
Ohio
$5M +$23.6K +171 +0.5%
RFS
634
Rockefeller Financial Services
New York
$4.99M -$1.26M -9,129 -20%
AF
635
Arrow Financial
New York
$4.99M +$136K +981 +3%
AI
636
Analytic Investors
California
$4.97M -$24.5M -177,409 -83%
WTC
637
WhitTier Trust Company
Nevada
$4.96M -$18.1K -131 -0.4%
WCM
638
Wisconsin Capital Management
Wisconsin
$4.96M -$38.8K -281 -0.8%
JEW
639
Jamison Eaton & Wood
New Jersey
$4.96M +$9.12K +66 +0.2%
CL
640
Croft-Leominster
Maryland
$4.96M -$76K -550 -2%
WIC
641
Wood Investment Counsel
Colorado
$4.94M -$96.7K -700 -2%
WCF
642
West Coast Financial
California
$4.94M +$176K +1,271 +4%
6CM
643
683 Capital Management
New York
$4.9M -$4.97M -36,000 -50%
FSA
644
Franklin Street Advisors
North Carolina
$4.89M -$7.6K -55 -0.2%
CI
645
Constellation Investments
Ohio
$4.89M +$152K +1,100 +3%
MCM
646
Murphy Capital Management
New Jersey
$4.88M -$255K -1,848 -5%
SIM
647
Sterling Investment Management
Arizona
$4.76M -$37.2K -507 -0.8%
RCAMU
648
Rothschild & Co Asset Management US
Connecticut
$4.74M -$18.7K -135 -0.4%
BAS
649
Brown Advisory Securities
Maryland
$4.74M -$206K -1,488 -4%
BFG
650
Beacon Financial Group
Texas
$4.73M -$3.73K -27 -0.1%
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