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 %
YL
676
YCG LLC
Texas
$4.85M -$3.68M -24,483 -43%
CC
677
Colrain Capital
Massachusetts
$4.81M -$1.01M -6,700 -17%
HIM
678
Harbour Investment Management
Washington
$4.8M -$15K -100 -0.3%
SI
679
Stephens Inc
Arkansas
$4.78M +$128K +851 +3%
IFLIT
680
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$4.77M – – –
CPA
681
Court Place Advisors
Maryland
$4.77M -$18.8K -125 -0.4%
WSFS
682
Wilmington Savings Fund Society
Delaware
$4.77M -$144K -960 -3%
AIM
683
abrdn Investment Management
United Kingdom
$4.75M -$6.7M -44,595 -58%
AIA
684
Alerus Investment Advisors
Minnesota
$4.71M +$150K +997 +3%
BUB
685
BBVA USA Bancshares
Texas
$4.7M +$2.75M +18,298 +140%
PWP
686
Private Wealth Partners
California
$4.7M +$60.1K +400 +1%
FSC
687
Fiduciary Services Corp
Georgia
$4.69M +$3.45K +23 +0.1%
MYLI
688
Meiji Yasuda Life Insurance
Japan
$4.68M +$22.5K +150 +0.5%
SFSG
689
Stearns Financial Services Group
North Carolina
$4.63M +$202K +1,342 +5%
RFS
690
Rockefeller Financial Services
New York
$4.59M -$841K -5,599 -15%
BFM
691
Boston Financial Management
Massachusetts
$4.58M +$21.8K +145 +0.5%
HAI
692
Hennessy Advisors Inc
California
$4.58M +$976K +6,500 +27%
EVM
693
Evelyn V. Moreno
$4.58M -$184K -1,226 -4%
CAM
694
Columbia Asset Management
Michigan
$4.57M +$27.9K +186 +0.6%
ECM
695
Everence Capital Management
Indiana
$4.49M – – –
AWM
696
Avior Wealth Management
Nebraska
$4.47M +$42.3K +282 +1%
MPAM
697
Murphy Pohlad Asset Management
Minnesota
$4.41M -$29.3K -195 -0.7%
SEI Investments
698
SEI Investments
Pennsylvania
$4.41M +$4.41M +29,390 New
BFIM
699
Beese Fulmer Investment Management
Ohio
$4.4M +$198K +1,317 +5%
ATIA
700
American Trust Investment Advisors
New Hampshire
$4.39M +$4.39M +29,210 New
26 27
28
29 30