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 %
EOJOAM
726
E. Ohman J:or Asset Management
Sweden
$3.19M – – –
BRWA
727
B. Riley Wealth Advisors
Florida
$3.18M +$1.67M +26,171 +111%
ZF
728
Zhang Financial
Michigan
$3.17M +$104K +824 +3%
WIC
729
Woodmont Investment Counsel
Tennessee
$3.17M -$288K -2,275 -8%
CA
730
Cornerstone Advisors
North Carolina
$3.16M – – –
Jennison Associates
731
Jennison Associates
New York
$3.16M +$42.7K +337 +1%
CCP
732
Centaur Capital Partners
Texas
$3.16M +$3.16M +25,000 New
CFA
733
Cahill Financial Advisors
Minnesota
$3.15M +$44.1K +348 +1%
Jones Financial Companies
734
Jones Financial Companies
Missouri
$3.14M +$527K +4,168 +20%
EAM
735
Evanson Asset Management
California
$3.13M +$94.9K +750 +3%
ONB
736
Old National Bancorp
Indiana
$3.11M +$713K +5,632 +30%
BHWM
737
Bar Harbor Wealth Management
New Hampshire
$3.11M +$15.4K +122 +0.5%
FFH
738
Fairfax Financial Holdings
Ontario, Canada
$3.1M – – –
DAM
739
Davis Asset Management
California
$3.1M +$569K +4,500 +23%
MPWT
740
MassMutual Private Wealth & Trust
Connecticut
$3.07M +$690K +5,452 +29%
DDC
741
DF Dent & Co
Maryland
$3.07M – – –
SAM
742
Strategy Asset Managers
California
$3.07M -$80.5K -636 -3%
NC
743
Northpointe Capital
Michigan
$3.07M +$2M +15,837 +189%
FC
744
FIC Capital
New York
$3.06M -$6.33K -50 -0.2%
EFS
745
Essex Financial Services
Connecticut
$3.05M -$4.3K -34 -0.1%
PHS
746
Pekin Hardy Strauss
Illinois
$3.03M -$186K -1,472 -6%
QCMNJ
747
Quantum Capital Management (New Jersey)
New Jersey
$3.02M -$125K -984 -4%
WJA
748
Williams Jones & Associates
New York
$2.99M -$3.79M -29,962 -56%
FB
749
Fulton Bank
Pennsylvania
$2.94M -$322K -2,540 -10%
STC
750
SEI Trust Company
Pennsylvania
$2.93M -$1.34M -10,574 -31%
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30
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