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 %
TIM
801
Tortoise Investment Management
New York
$2.39M +$25.3K +200 +1%
NIS
802
National Investment Services
Wisconsin
$2.38M -$216K -1,703 -8%
BFC
803
Blue Fin Capital
Rhode Island
$2.38M +$39.2K +310 +2%
HCM
804
Highlander Capital Management
New Jersey
$2.37M -$57K -450 -2%
SCM
805
SKBA Capital Management
California
$2.36M +$63.3K +500 +3%
RMAM
806
Raab & Moskowitz Asset Management
New Jersey
$2.35M +$92.4K +730 +4%
CA
807
Capital Advantage
California
$2.35M – – –
MHIM
808
MacNealy Hoover Investment Management
Ohio
$2.31M -$31.6K -250 -1%
CL
809
CSS LLC
Illinois
$2.3M – – –
VFA
810
Virtus Fund Advisers
Connecticut
$2.3M +$2.3M +18,150 New
BOS
811
Bingham Osborn & Scarborough
California
$2.28M -$35.4K -280 -2%
TWA
812
TCI Wealth Advisors
Arizona
$2.27M -$3.8K -30 -0.2%
BCM
813
Beddow Capital Management
Wyoming
$2.26M -$69.6K -550 -3%
TAM
814
Taurus Asset Management
New York
$2.25M -$94.9K -750 -4%
AssetMark Inc
815
AssetMark Inc
California
$2.24M -$349K -2,755 -13%
CCT
816
Chemung Canal Trust
New York
$2.23M +$55K +435 +3%
TAM
817
Tealwood Asset Management
Minnesota
$2.22M -$53.1K -420 -2%
Carson Wealth (CWM LLC)
818
Carson Wealth (CWM LLC)
Nebraska
$2.21M -$183K -1,446 -8%
DHFB
819
Dixon Hubard Feinour & Brown
Virginia
$2.2M -$196K -1,550 -8%
Dodge & Cox
820
Dodge & Cox
California
$2.2M – – –
JIC
821
Joel Isaacson & Co
New York
$2.19M +$50.6K +400 +2%
BWAM
822
Boyd Watterson Asset Management
Ohio
$2.18M – – –
SI
823
Sentry Investments
Ontario, Canada
$2.18M +$316K +2,500 +17%
CPC
824
Cookson Peirce & Co
Pennsylvania
$2.17M -$414K -3,270 -16%
WPP
825
Whalerock Point Partners
Rhode Island
$2.17M -$126K -994 -5%
31 32
33
34 35