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 %
SACTSONJ
776
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.6M – – –
GIP
777
Granite Investment Partners
California
$2.57M – – –
LP
778
LMR Partners
United Kingdom
$2.57M +$2.57M +20,308 New
LFR
779
Lehman Financial Resources
Pennsylvania
$2.56M +$114K +900 +5%
III
780
Independent Investors Inc
New York
$2.54M – – –
AAM
781
AR Asset Management
California
$2.53M – – –
MM
782
Midas Management
New York
$2.53M -$1.08M -8,500 -30%
AC
783
Alleghany Corporation
New York
$2.53M – – –
PWM
784
Perigon Wealth Management
California
$2.53M +$89.9K +710 +4%
BAC
785
Boys Arnold & Co
North Carolina
$2.52M +$399K +3,150 +19%
ECM
786
EagleClaw Capital Management
Massachusetts
$2.52M +$144K +1,134 +6%
OIM
787
Orca Investment Management
Oregon
$2.51M -$274K -2,167 -10%
MCTIC
788
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.51M -$311K -2,455 -11%
CIM
789
Corda Investment Management
Texas
$2.5M +$1.27K +10 +0.1%
KAS
790
Kemnay Advisory Services
New York
$2.5M +$1.27M +10,001 +102%
WC
791
Whitnell & Co
Illinois
$2.49M +$9.49K +75 +0.4%
SI
792
SII Investments
Wisconsin
$2.49M +$101K +797 +4%
AMIM
793
Aull & Monroe Investment Management
Alabama
$2.49M – – –
BRM
794
Boston Research & Management
Massachusetts
$2.47M -$65.8K -520 -3%
FHC
795
First Houston Capital
Texas
$2.46M +$190K +1,500 +8%
DPIM
796
Duff & Phelps Investment Management
Illinois
$2.46M +$29.1K +230 +1%
PFA
797
Paradigm Financial Advisors
Missouri
$2.42M +$124K +977 +5%
OMCS
798
Old Mutual Customised Solutions
South Africa
$2.42M -$152K -1,200 -6%
EM
799
Excalibur Management
Massachusetts
$2.41M -$55.1K -435 -2%
PA
800
Pinnacle Associates
New York
$2.41M -$218K -1,725 -8%
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