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Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,467 hedge funds and large institutions have $97.7B invested in Berkshire Hathaway Class B in 2014 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 578 increasing their positions, 553 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,467
Holders Change
+16
Holders Change %
+1.1%
% of All Funds
42.4%
Holding in Top 10
239
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+12.21%
% of All Funds
6.91%
New
89
Increased
578
Reduced
553
Closed
59
Calls
$964M
Puts
$845M
Net Calls
+$119M
Net Calls Change
+$79.6M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$9.97B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.65B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$2.63B
4
WP
Wedgewood Partners
Missouri
$543M
5
WM
WS Management
Florida
$554M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$9.63B
2
Primecap Management
Primecap Management
California
$0
3
State Street
State Street
Massachusetts
$9.48B
4
NFA
Nationwide Fund Advisors
Ohio
$0
5
Citadel Advisors
Citadel Advisors
Florida
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
51
State Board of Administration of Florida Retirement System
Florida
$338M -$34.2M -273,380 -9%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$331M +$5.12M +40,984 +2%
First Manhattan
53
First Manhattan
New York
$308M +$3.23M +25,807 +1%
CS
54
Credit Suisse
Switzerland
$307M -$67M -535,851 -18%
GRQ
55
Gardner Russo & Quinn
Pennsylvania
$301M +$11M +87,945 +4%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$296M +$68.8M +533,710 +30%
JHIU
57
Janus Henderson Investors US
Colorado
$295M -$998K -7,989 -0.3%
TA
58
Teachers Advisors
New York
$286M +$2.43M +19,407 +0.9%
ClearBridge Investments
59
ClearBridge Investments
New York
$280M +$594K +4,752 +0.2%
RCWMU
60
Rothschild & Co Wealth Management (UK)
United Kingdom
$279M +$279M +2,233,113 New
Principal Financial Group
61
Principal Financial Group
Iowa
$276M -$11.9M -95,461 -4%
APG Asset Management
62
APG Asset Management
Netherlands
$259M +$47.2M +377,539 +22%
SA
63
SQ Advisors
Florida
$258M +$39.2M +313,375 +18%
DSA
64
Davis Selected Advisers
Arizona
$256M -$46.8M -374,718 -15%
American Century Companies
65
American Century Companies
Missouri
$252M +$12.7M +101,265 +5%
CA
66
Cortland Advisers
Delaware
$250M – – –
Invesco
67
Invesco
Georgia
$248M -$8.98M -71,835 -3%
CCM
68
Check Capital Management
California
$248M +$24.8M +198,729 +11%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$247M -$34.1M -273,227 -12%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$240M +$4.07M +32,564 +2%
U
71
UBS
Switzerland
$240M +$16.8M +134,453 +8%
PPA
72
Parametric Portfolio Associates
Washington
$237M +$6.76M +54,072 +3%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$231M +$5.7M +45,574 +3%
RFC
74
Russell Frank Company
Washington
$227M +$8.11M +64,929 +4%
Dimensional Fund Advisors
75
Dimensional Fund Advisors
Texas
$224M +$2.99M +23,921 +1%
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