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 %
DHFB
826
Dixon Hubard Feinour & Brown
Virginia
$2.4M – – –
CCT
827
Chemung Canal Trust
New York
$2.4M -$41.5K -300 -2%
MNA
828
Manning & Napier Advisors
New York
$2.38M +$12.4K +90 +0.5%
BWAM
829
Boyd Watterson Asset Management
Ohio
$2.37M -$10.1K -73 -0.4%
ZIM
830
Zacks Investment Management
Illinois
$2.36M -$633K -4,584 -21%
WPP
831
Whalerock Point Partners
Rhode Island
$2.36M -$10.4K -75 -0.4%
BP
832
Ballentine Partners
Massachusetts
$2.36M +$15.3K +111 +0.7%
NJBEST
833
New Jersey Better Educational Savings Trust
New Jersey
$2.35M -$552K -4,000 -19%
CPC
834
Cookson Peirce & Co
Pennsylvania
$2.35M -$24.9K -180 -1%
MYAM
835
Meiji Yasuda Asset Management
Japan
$2.34M -$13.8K -100 -0.6%
AFIA
836
America First Investment Advisors
Nebraska
$2.33M -$10.6K -77 -0.5%
FLPIM
837
F.L. Putnam Investment Management
Massachusetts
$2.33M -$5.53K -40 -0.2%
MSFP
838
Mark Sheptoff Financial Planning
Connecticut
$2.31M +$283K +2,050 +14%
ASC
839
Atalanta Sosnoff Capital
New York
$2.31M +$484K +3,500 +26%
CA
840
Cullinan Associates
Kentucky
$2.31M +$350K +2,535 +18%
CT
841
Coastline Trust
Rhode Island
$2.31M – – –
OMCS
842
Old Mutual Customised Solutions
South Africa
$2.29M -$345K -2,500 -13%
SRC
843
Stone Run Capital
New York
$2.28M – – –
MSP
844
Madison Street Partners
Colorado
$2.27M -$925K -6,696 -29%
LCS
845
Levin Capital Strategies
New York
$2.26M – – –
Carson Wealth (CWM LLC)
846
Carson Wealth (CWM LLC)
Nebraska
$2.26M -$157K -1,138 -7%
KCPG
847
Kavar Capital Partners Group
Kansas
$2.26M -$41.4K -300 -2%
RHJA
848
Rice Hall James & Associates
California
$2.26M – – –
FGP
849
Foyston, Gordon, & Payne
Ontario, Canada
$2.26M – – –
CCM
850
Compton Capital Management
Rhode Island
$2.24M -$78.7K -570 -3%
32 33
34
35 36