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 %
ICOM
651
Investment Counselors of Maryland
Maryland
$5.49M -$416K -2,771 -7%
CA
652
CapWealth Advisors
Tennessee
$5.49M -$423K -2,820 -7%
AF
653
Arrow Financial
New York
$5.46M +$37.1K +247 +0.7%
BJL
654
Brighton Jones LLC
Washington
$5.42M -$22.5K -150 -0.4%
SAMNY
655
Samsung Asset Management (New York)
New York
$5.41M -$404K -2,690 -7%
CL
656
Croft-Leominster
Maryland
$5.39M -$1.5K -10 -0%
JEW
657
Jamison Eaton & Wood
New Jersey
$5.38M -$12.6K -84 -0.2%
DIA
658
Dean Investment Associates
Ohio
$5.35M -$77.9K -519 -1%
WCF
659
West Coast Financial
California
$5.33M -$31.1K -207 -0.6%
CSS
660
Cubist Systematic Strategies
Connecticut
$5.31M +$2.5M +16,675 +89%
ECM
661
Evergreen Capital Management
Washington
$5.31M – – –
RA
662
Royce & Associates
New York
$5.26M -$751K -5,000 -13%
Millennium Management
663
Millennium Management
New York
$5.22M +$4.9M +32,651 +1,555%
CGT
664
Capital Guardian Trust
California
$5.13M +$185K +1,230 +4%
TC
665
Taylor Cottrill
New Hampshire
$5.1M -$33.8K -225 -0.7%
ECM
666
Exchange Capital Management
Michigan
$5.09M -$14.8K -98 -0.3%
SPC
667
Sigma Planning Corp
Michigan
$5.08M +$5.08M +33,851 New
FSA
668
Franklin Street Advisors
North Carolina
$5.08M -$236K -1,573 -4%
BAM
669
Burnham Asset Management
New York
$5.08M -$7.51K -50 -0.1%
MPWT
670
MassMutual Private Wealth & Trust
Connecticut
$5.07M -$1.92M -12,770 -27%
TI
671
Trigran Investments
Illinois
$5.07M -$1.63M -10,886 -24%
BAS
672
Brown Advisory Securities
Maryland
$5.07M -$88.8K -590 -2%
LNWWM
673
Laird Norton Wetherby Wealth Management
California
$5.04M -$10.7K -71 -0.2%
EML
674
Eos Management LP
New York
$4.99M – – –
WJA
675
Williams Jones & Associates
New York
$4.92M +$1.4M +9,322 +40%
25 26
27
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