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 %
KAS
801
Kemnay Advisory Services
New York
$2.65M -$85.5K -619 -3%
BFC
802
Blue Fin Capital
Rhode Island
$2.62M +$29.7K +215 +1%
DPIM
803
Duff & Phelps Investment Management
Illinois
$2.62M -$64.2K -465 -2%
EM
804
Excalibur Management
Massachusetts
$2.61M -$23.3K -169 -0.9%
NIS
805
National Investment Services
Wisconsin
$2.6M – – –
CSS
806
Cubist Systematic Strategies
Connecticut
$2.59M -$2.63M -19,067 -50%
RMAM
807
Raab & Moskowitz Asset Management
New Jersey
$2.57M -$1.8K -13 -0.1%
TWA
808
TCI Wealth Advisors
Arizona
$2.56M +$82.8K +599 +3%
HCM
809
Highlander Capital Management
New Jersey
$2.55M -$34.5K -250 -1%
BOS
810
Bingham Osborn & Scarborough
California
$2.54M +$53.9K +390 +2%
FFBTD
811
First Financial Bank - Trust Division
Ohio
$2.53M -$346K -2,505 -12%
MHIM
812
MacNealy Hoover Investment Management
Ohio
$2.51M -$13.8K -100 -0.5%
CL
813
CSS LLC
Illinois
$2.51M – – –
WB
814
WesBanco Bank
West Virginia
$2.5M +$134K +967 +6%
CA
815
Capital Advantage
California
$2.49M -$72.4K -524 -3%
IH
816
IFC Holdings
Florida
$2.49M +$157K +1,136 +7%
MCM
817
Munder Capital Management
Michigan
$2.48M +$193K +1,400 +8%
TAM
818
Taurus Asset Management
New York
$2.46M – – –
SI
819
Sentry Investments
Ontario, Canada
$2.45M +$76K +550 +3%
BCM
820
Beddow Capital Management
Wyoming
$2.45M -$13.8K -100 -0.6%
AssetMark Inc
821
AssetMark Inc
California
$2.45M +$2.49K +18 +0.1%
TAM
822
Tealwood Asset Management
Minnesota
$2.44M +$15.2K +110 +0.6%
PNC
823
Park National Corp
Ohio
$2.41M +$113K +818 +5%
JIC
824
Joel Isaacson & Co
New York
$2.4M +$13.8K +100 +0.6%
Dodge & Cox
825
Dodge & Cox
California
$2.4M – – –
31 32
33
34 35