BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,484 hedge funds and large institutions have $99.9B invested in Berkshire Hathaway Class B in 2014 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 592 increasing their positions, 538 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,484
Holders Change
+17
Holders Change %
+1.16%
% of All Funds
42.68%
Holding in Top 10
233
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-2.51%
% of All Funds
6.7%
New
65
Increased
592
Reduced
538
Closed
41
Calls
$968M
Puts
$905M
Net Calls
+$62.7M
Net Calls Change
-$56.4M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$550M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$235M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$228M
4
APG Asset Management
APG Asset Management
Netherlands
+$137M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$123M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$633M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$181M
3
WA
Wintergreen Advisers
New Jersey
-$151M
4
American Century Companies
American Century Companies
Missouri
-$150M
5
LBG
Lloyds Banking Group
United Kingdom
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
701
Quotient Investors
New York
$3.54M – – –
SBWIC
702
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.5M +$221K +1,750 +7%
GCM
703
Glynn Capital Management
California
$3.5M – – –
BBA
704
BLB&B Advisors
Pennsylvania
$3.44M +$4.43K +35 +0.1%
Harris Associates
705
Harris Associates
Illinois
$3.43M -$107K -849 -3%
TIC
706
Trees Investment Counsel
Illinois
$3.41M -$82.3K -650 -2%
MBTD
707
Mechanics Bank - Trust Department
California
$3.4M -$658K -5,196 -16%
NAM
708
North American Management
Massachusetts
$3.39M +$2.17M +17,150 +179%
NG
709
NatWest Group
United Kingdom
$3.38M -$752K -5,945 -18%
ST
710
Smithfield Trust
Pennsylvania
$3.37M -$221K -1,750 -6%
CA
711
Cetera Advisors
Colorado
$3.36M +$450K +3,558 +15%
HT
712
HighTower Trust
Texas
$3.33M -$31.6K -250 -0.9%
LIA
713
LS Investment Advisors
Michigan
$3.32M -$1.03M -8,128 -24%
FWIA
714
Fort Washington Investment Advisors
Ohio
$3.31M +$24.7K +195 +0.8%
KJHP
715
K.J. Harrison & Partners
Ontario, Canada
$3.3M – – –
FTIOP
716
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.3M +$211K +1,665 +7%
SAM
717
Summit Asset Management
Tennessee
$3.29M +$24.6K +194 +0.8%
JWBC
718
J.W. Burns & Co
New York
$3.29M +$22.1K +175 +0.7%
PAM
719
Private Asset Management
California
$3.29M +$134K +1,058 +4%
PWW
720
Pettyjohn Wood & White
Virginia
$3.26M -$22.1K -175 -0.7%
TBA
721
Train Babcock Advisors
New York
$3.25M +$633 +5 +0%
HIMC
722
Heritage Investors Management Corp
Maryland
$3.24M +$72.9K +576 +2%
RIA
723
Regal Investment Advisors
Michigan
$3.23M +$2.42M +19,160 +302%
CMBA
724
C.M. Bidwell & Associates
Hawaii
$3.22M +$3.22M +25,460 New
PCM
725
Palisade Capital Management
New Jersey
$3.2M -$498K -3,935 -13%
27 28
29
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