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 %
TC
651
Taylor Cottrill
New Hampshire
$4.72M -$215K -1,555 -4%
BKBG
652
BHF Kleinwort Benson Group
Belgium
$4.7M – – –
BAM
653
Burnham Asset Management
New York
$4.68M – – –
ECM
654
Exchange Capital Management
Michigan
$4.66M +$110K +793 +2%
LNWWM
655
Laird Norton Wetherby Wealth Management
California
$4.65M +$447K +3,234 +11%
PAM
656
PartnerRe Asset Management
Connecticut
$4.61M -$679K -4,918 -13%
LBG
657
Lloyds Banking Group
United Kingdom
$4.6M -$743K -5,379 -14%
EML
658
Eos Management LP
New York
$4.59M – – –
CP
659
Cumberland Partners
Ontario, Canada
$4.59M -$432K -3,125 -9%
BA
660
Bridgewater Associates
Connecticut
$4.55M +$4.55M +32,966 New
CGT
661
Capital Guardian Trust
California
$4.55M +$295K +2,135 +7%
HB
662
Homrich & Berg
Georgia
$4.55M +$1.61M +11,660 +55%
WSFS
663
Wilmington Savings Fund Society
Delaware
$4.52M -$131K -950 -3%
CCS
664
Crosspoint Capital Strategies
California
$4.47M +$553 +4 +0%
HIM
665
Harbour Investment Management
Washington
$4.43M -$31.1K -225 -0.7%
BCI
666
Brinker Capital Investments
Pennsylvania
$4.41M – – –
CPA
667
Court Place Advisors
Maryland
$4.4M -$13.8K -100 -0.3%
IFLIT
668
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$4.39M – – –
EVM
669
Evelyn V. Moreno
$4.38M -$175K -1,266 -4%
WAM
670
Wood Asset Management
Florida
$4.37M -$223K -1,615 -5%
SCM
671
SKBA Capital Management
California
$4.32M +$1.75M +12,650 +68%
FSC
672
Fiduciary Services Corp
Georgia
$4.31M -$26.2K -190 -0.6%
TPM
673
T2 Partners Management
New York
$4.3M -$902K -6,530 -17%
MYLI
674
Meiji Yasuda Life Insurance
Japan
$4.28M +$312K +2,255 +8%
RWM
675
RKL Wealth Management
Pennsylvania
$4.28M +$3.64M +26,365 +572%
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