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 %
CC
701
Cipher Capital
New York
$4.34M +$4.34M +28,928 New
RMC
702
Regis Management Company
California
$4.31M -$17.1K -114 -0.4%
TWA
703
Tillar-Wenstrup Advisors
Ohio
$4.29M -$149K -993 -3%
FWIA
704
Fort Washington Investment Advisors
Ohio
$4.29M -$3K -20 -0.1%
Fiera Capital (Canada)
705
Fiera Capital (Canada)
Quebec, Canada
$4.29M +$4.29M +28,548 New
RP
706
Reinhart Partners
Wisconsin
$4.26M -$140K -935 -3%
KS
707
Karpas Strategies
Connecticut
$4.24M -$75.1K -500 -2%
CA
708
Cetera Advisors
Colorado
$4.17M +$71.1K +472 +2%
GCM
709
Glynn Capital Management
California
$4.15M – – –
BBA
710
BLB&B Advisors
Pennsylvania
$4.15M +$37.5K +250 +0.9%
SBWIC
711
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.13M -$75.1K -500 -2%
CP
712
Cumberland Partners
Ontario, Canada
$4.11M -$872K -5,810 -17%
Daiwa Securities Group
713
Daiwa Securities Group
Japan
$4.1M -$255K -1,700 -6%
Harris Associates
714
Harris Associates
Illinois
$4.04M -$66.1K -440 -2%
TIC
715
Trees Investment Counsel
Illinois
$4M -$45K -300 -1%
ZF
716
Zhang Financial
Michigan
$3.98M – – –
SAM
717
Summit Asset Management
Tennessee
$3.94M +$30K +200 +0.8%
PAM
718
Private Asset Management
California
$3.93M -$39K -260 -1%
KJHP
719
K.J. Harrison & Partners
Ontario, Canada
$3.92M – – –
BHWM
720
Bar Harbor Wealth Management
New Hampshire
$3.92M +$115K +765 +3%
FTIOP
721
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.91M -$9.46K -63 -0.2%
PCM
722
Palisade Capital Management
New Jersey
$3.86M +$901 +6 +0%
TBA
723
Train Babcock Advisors
New York
$3.86M – – –
PWW
724
Pettyjohn Wood & White
Virginia
$3.85M – – –
QI
725
Quotient Investors
New York
$3.83M -$345K -2,300 -8%
27 28
29
30 31