BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,517 hedge funds and large institutions have $111B invested in Berkshire Hathaway Class B in 2014 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 576 increasing their positions, 567 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,517
Holders Change
+33
Holders Change %
+2.22%
% of All Funds
44.05%
Holding in Top 10
269
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+15.45%
% of All Funds
7.81%
New
77
Increased
576
Reduced
567
Closed
36
Calls
$1.06B
Puts
$1.29B
Net Calls
-$237M
Net Calls Change
-$300M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.6B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$364M
3
State Street
State Street
Massachusetts
+$298M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$163M
5
BIT
BlackRock Institutional Trust
California
+$132M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$630M
2
Goldman Sachs
Goldman Sachs
New York
-$200M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$125M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$114M
5
Northern Trust
Northern Trust
Illinois
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
Twin Tree Management
776
Twin Tree Management
Texas
$2.82M +$2.82M +20,386 New
ODCM
777
Old Dominion Capital Management
Virginia
$2.81M – – –
GIP
778
Granite Investment Partners
California
$2.81M – – –
UR
779
USCA RIA
Texas
$2.8M +$919K +6,653 +49%
BRM
780
Boston Research & Management
Massachusetts
$2.79M +$101K +730 +4%
TIM
781
Tortoise Investment Management
New York
$2.78M +$173K +1,250 +7%
PWM
782
Perigon Wealth Management
California
$2.78M +$17.1K +124 +0.6%
KIA
783
KCM Investment Advisors
California
$2.78M -$87.4K -633 -3%
III
784
Independent Investors Inc
New York
$2.77M – – –
AAM
785
AR Asset Management
California
$2.77M – – –
AC
786
Alleghany Corporation
New York
$2.76M – – –
GAM
787
Griffin Asset Management
New York
$2.74M +$433K +3,137 +19%
TFA
788
Transamerica Financial Advisors
Florida
$2.74M +$1.48M +10,731 +118%
BAC
789
Boys Arnold & Co
North Carolina
$2.74M -$14.5K -105 -0.5%
WC
790
Whitnell & Co
Illinois
$2.74M +$20.7K +150 +0.8%
TCM
791
Telos Capital Management
California
$2.73M +$471K +3,409 +21%
CIM
792
Corda Investment Management
Texas
$2.73M -$5.39K -39 -0.2%
FHC
793
First Houston Capital
Texas
$2.72M +$34.5K +250 +1%
MCTIC
794
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.72M -$24.2K -175 -0.9%
AMIM
795
Aull & Monroe Investment Management
Alabama
$2.71M -$138 -1 -0%
OIM
796
Orca Investment Management
Oregon
$2.69M -$53.3K -386 -2%
ECM
797
EagleClaw Capital Management
Massachusetts
$2.68M -$76K -550 -3%
PA
798
Pinnacle Associates
New York
$2.67M +$35.2K +255 +1%
RMDI
799
R.M. Davis Inc
Maine
$2.66M -$219K -1,585 -8%
PFA
800
Paradigm Financial Advisors
Missouri
$2.65M +$5.11K +37 +0.2%
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