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 %
CA
701
Cetera Advisors
Colorado
$3.76M +$90.6K +655 +2%
TIC
702
Trees Investment Counsel
Illinois
$3.72M – – –
RIA
703
Regal Investment Advisors
Michigan
$3.71M +$186K +1,343 +5%
ZF
704
Zhang Financial
Michigan
$3.66M +$206K +1,493 +6%
PAM
705
Private Asset Management
California
$3.65M +$61.6K +446 +2%
PAMG
706
Patton Albertson Miller Group
Tennessee
$3.64M -$918K -6,622 -20%
CLOS
707
Compagnie Lombard Odier SCmA
Switzerland
$3.62M -$1.5M -10,830 -29%
TRCT
708
Tower Research Capital (TRC)
New York
$3.61M +$3.57M +25,839 +8,671%
FTIOP
709
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.61M +$3.87K +28 +0.1%
KJHP
710
K.J. Harrison & Partners
Ontario, Canada
$3.6M – – –
SAM
711
Summit Asset Management
Tennessee
$3.6M +$9.95K +72 +0.3%
ST
712
Smithfield Trust
Pennsylvania
$3.58M -$104K -750 -3%
ONB
713
Old National Bancorp
Indiana
$3.57M +$173K +1,255 +5%
PCM
714
Palisade Capital Management
New Jersey
$3.55M +$61.5K +445 +2%
JWBC
715
J.W. Burns & Co
New York
$3.55M -$35.1K -254 -1%
TBA
716
Train Babcock Advisors
New York
$3.55M – – –
PWW
717
Pettyjohn Wood & White
Virginia
$3.55M -$15.2K -110 -0.4%
HIMC
718
Heritage Investors Management Corp
Maryland
$3.52M -$15.6K -113 -0.4%
BHWM
719
Bar Harbor Wealth Management
New Hampshire
$3.5M +$104K +751 +3%
EOJOAM
720
E. Ohman J:or Asset Management
Sweden
$3.48M – – –
CCP
721
Centaur Capital Partners
Texas
$3.45M – – –
CA
722
Cornerstone Advisors
North Carolina
$3.45M – – –
PHS
723
Pekin Hardy Strauss
Illinois
$3.45M +$145K +1,050 +4%
FNBT
724
FineMark National Bank & Trust
Florida
$3.45M +$393K +2,844 +13%
CFA
725
Cahill Financial Advisors
Minnesota
$3.45M +$12.8K +93 +0.4%
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