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 %
MSP
751
Madison Street Partners
Colorado
$2.93M +$272K +2,148 +10%
TBA
752
Tower Bridge Advisors
Pennsylvania
$2.9M – – –
Macquarie Group
753
Macquarie Group
Australia
$2.89M -$456K -3,600 -14%
SNBOSCI
754
Security National Bank of Sioux City Iowa
Iowa
$2.88M -$20.2K -160 -0.7%
SNBOSD
755
Security National Bank of So Dak
Iowa
$2.86M -$12K -95 -0.4%
MCM
756
Maryland Capital Management
Maryland
$2.86M – – –
OWD
757
Osborn Williams & Donohoe
Ohio
$2.84M +$2.49M +19,350 +715%
AF
758
Aldebaran Financial
$2.81M +$38K +300 +1%
FNBT
759
FineMark National Bank & Trust
Florida
$2.8M +$43.3K +342 +2%
MIP
760
Marietta Investment Partners
Wisconsin
$2.8M – – –
AAM
761
Auxier Asset Management
Oregon
$2.77M – – –
BIC
762
Beach Investment Counsel
Pennsylvania
$2.77M – – –
MA
763
Montag & Associates
Georgia
$2.76M -$35.4K -280 -1%
ZIM
764
Zacks Investment Management
Illinois
$2.74M +$343K +2,711 +14%
HC
765
HHG & Company
Connecticut
$2.73M – – –
DIA
766
Denver Investment Advisors
Colorado
$2.71M – – –
HB
767
Homrich & Berg
Georgia
$2.69M -$38.6K -305 -1%
PFM
768
PacWest Financial Management
Arizona
$2.67M -$31.6K -250 -1%
NJBEST
769
New Jersey Better Educational Savings Trust
New Jersey
$2.66M -$127K -1,000 -5%
KCM
770
Kames Capital Management
United Kingdom
$2.64M -$276K -2,179 -9%
RMDI
771
R.M. Davis Inc
Maine
$2.64M -$19K -150 -0.7%
FFBTD
772
First Financial Bank - Trust Division
Ohio
$2.64M -$859K -6,790 -25%
OL
773
Orbitronix LP
California
$2.63M +$101K +800 +4%
ACP
774
Aviance Capital Partners
Florida
$2.62M +$44.3K +350 +2%
KIA
775
KCM Investment Advisors
California
$2.62M +$243K +1,920 +10%
29 30
31
32 33