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.

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
1
State Street
Massachusetts
$12.4B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$13.1B
3
BFA
3
BlackRock Fund Advisors
California
$2.92B
4
Credit Agricole
4
Credit Agricole
France
$451M
5
Ameriprise
5
Ameriprise
Minnesota
$793M

Top Sellers

1
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$11.8B
2
SAM
2
Southeastern Asset Management
Tennessee
$2.52M
3
Eagle Capital Management (New York)
3
Eagle Capital Management (New York)
New York
$1.58B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.15B
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$698M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
51
Principal Financial Group
Iowa
$421M +$76.7M +511,147 +22%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$419M +$76.1M +507,059 +22%
WM
53
WS Management
Florida
$418M -$164M -1,092,087 -28%
Adage Capital Partners
54
Adage Capital Partners
Massachusetts
$413M -$3.78M -25,200 -0.9%
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$399M -$2.37M -15,792 -0.6%
RCWMU
56
Rothschild & Co Wealth Management (UK)
United Kingdom
$396M +$10.9M +72,625 +3%
TA
57
Teachers Advisors
New York
$391M +$12.9M +86,241 +3%
Mitsubishi UFJ Trust & Banking
58
Mitsubishi UFJ Trust & Banking
Japan
$382M +$941K +6,269 +0.2%
First Manhattan
59
First Manhattan
New York
$373M -$3.91M -26,057 -1%
GRQ
60
Gardner Russo & Quinn
Pennsylvania
$368M -$1.25M -8,298 -0.3%
Acadian Asset Management
61
Acadian Asset Management
Massachusetts
$350M +$12.8M +84,979 +4%
Dimensional Fund Advisors
62
Dimensional Fund Advisors
Texas
$344M +$23.7M +157,781 +7%
ClearBridge Investments
63
ClearBridge Investments
New York
$339M -$3.55M -23,641 -1%
SA
64
SQ Advisors
Florida
$330M -$2.61M -17,403 -0.8%
Invesco
65
Invesco
Georgia
$311M -$4.17M -27,804 -1%
CCM
66
Check Capital Management
California
$310M +$5.29M +35,225 +2%
VOYA Investment Management
67
VOYA Investment Management
Georgia
$301M -$108K -722 -0%
CA
68
Cortland Advisers
Delaware
$300M – – –
PPA
69
Parametric Portfolio Associates
Washington
$293M +$7.19M +47,888 +3%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$292M -$11.6M -77,453 -4%
BA
71
BlackRock Advisors
Delaware
$286M -$3.26M -21,714 -1%
JHIU
72
Janus Henderson Investors US
Colorado
$280M +$16.7M +111,443 +6%
BTS
73
BB&T Securities
Virginia
$274M +$4.91M +3,272 +2%
Allianz Asset Management
74
Allianz Asset Management
Germany
$270M +$52.9M +352,589 +24%
Canada Life
75
Canada Life
Manitoba, Canada
$264M +$2.13M +14,226 +0.8%
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