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 %
SI
676
Stephens Inc
Arkansas
$4.28M +$262K +1,896 +7%
PWP
677
Private Wealth Partners
California
$4.26M +$20.7K +150 +0.5%
TH
678
Timber Hill
Connecticut
$4.26M +$3.4M +24,642 +397%
FA
679
FDx Advisors
Illinois
$4.24M +$222K +1,605 +6%
AIA
680
Alerus Investment Advisors
Minnesota
$4.21M +$107K +775 +3%
BFM
681
Boston Financial Management
Massachusetts
$4.2M -$675K -4,885 -14%
CAM
682
Columbia Asset Management
Michigan
$4.18M +$1.38K +10 +0%
ECM
683
Everence Capital Management
Indiana
$4.1M – – –
TWA
684
Tillar-Wenstrup Advisors
Ohio
$4.09M -$117K -845 -3%
MPAM
685
Murphy Pohlad Asset Management
Minnesota
$4.09M +$91.8K +665 +2%
AWM
686
Avior Wealth Management
Nebraska
$4.07M +$76K +550 +2%
SFSG
687
Stearns Financial Services Group
North Carolina
$4.07M -$29K -210 -0.7%
RP
688
Reinhart Partners
Wisconsin
$4.04M +$167K +1,210 +4%
Daiwa Securities Group
689
Daiwa Securities Group
Japan
$4.01M -$111K -800 -3%
RMC
690
Regis Management Company
California
$3.98M – – –
KS
691
Karpas Strategies
Connecticut
$3.97M – – –
FWIA
692
Fort Washington Investment Advisors
Ohio
$3.95M +$331K +2,399 +9%
BFIM
693
Beese Fulmer Investment Management
Ohio
$3.87M -$13.1K -95 -0.3%
SBWIC
694
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.87M +$41.4K +300 +1%
BPM
695
Bowling Portfolio Management
Ohio
$3.86M -$59K -427 -2%
QI
696
Quotient Investors
New York
$3.84M -$27.6K -200 -0.7%
GCM
697
Glynn Capital Management
California
$3.82M – – –
BBA
698
BLB&B Advisors
Pennsylvania
$3.79M +$33.2K +240 +0.9%
Harris Associates
699
Harris Associates
Illinois
$3.78M +$41.4K +300 +1%
BRWA
700
B. Riley Wealth Advisors
Florida
$3.77M -$3.11M -22,548 -45%
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