BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,642 hedge funds and large institutions have $120B invested in Berkshire Hathaway Class B in 2014 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 563 increasing their positions, 608 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,642
Holders Change
+125
Holders Change %
+8.24%
% of All Funds
43.82%
Holding in Top 10
324
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+20.45%
% of All Funds
8.65%
New
182
Increased
563
Reduced
608
Closed
38
Calls
$1.39B
Puts
$1.49B
Net Calls
-$98.5M
Net Calls Change
+$138M

Top Buyers

1
State Street
State Street
Massachusetts
+$658M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$472M
3
BFA
BlackRock Fund Advisors
California
+$288M
4
Credit Agricole
Credit Agricole
France
+$233M
5
Ameriprise
Ameriprise
Minnesota
+$180M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$751M
2
SAM
Southeastern Asset Management
Tennessee
-$628M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$526M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$280M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMCS
826
Old Mutual Customised Solutions
South Africa
$2.79M +$300K +2,000 +12%
EM
827
Excalibur Management
Massachusetts
$2.78M -$54.1K -360 -2%
RMAM
828
Raab & Moskowitz Asset Management
New Jersey
$2.78M -$10.5K -70 -0.4%
MSFP
829
Mark Sheptoff Financial Planning
Connecticut
$2.78M +$263K +1,750 +10%
AssetMark Inc
830
AssetMark Inc
California
$2.76M +$93.3K +621 +4%
GT
831
Glenview Trust
Kentucky
$2.75M +$2.75M +18,314 New
CL
832
CSS LLC
Illinois
$2.73M – – –
CA
833
Capital Advantage
California
$2.71M – – –
ICOA
834
Investment Centers of America
North Dakota
$2.69M -$470K -3,123 -15%
BCM
835
Beddow Capital Management
Wyoming
$2.63M -$33.8K -225 -1%
CCP
836
Centaur Capital Partners
Texas
$2.63M -$1.13M -7,500 -30%
JIC
837
Joel Isaacson & Co
New York
$2.61M +$601 +4 +0%
LCS
838
Levin Capital Strategies
New York
$2.61M +$152K +1,010 +6%
CPC
839
Cookson Peirce & Co
Pennsylvania
$2.61M +$54.1K +360 +2%
Dodge & Cox
840
Dodge & Cox
California
$2.61M – – –
CCT
841
Chemung Canal Trust
New York
$2.59M -$11.7K -78 -0.4%
TAM
842
Tealwood Asset Management
Minnesota
$2.59M -$64.6K -430 -2%
BWAM
843
Boyd Watterson Asset Management
Ohio
$2.57M -$8.71K -58 -0.3%
WPP
844
Whalerock Point Partners
Rhode Island
$2.56M – – –
GCM
845
Graham Capital Management
Connecticut
$2.55M +$420K +2,800 +20%
BP
846
Ballentine Partners
Massachusetts
$2.55M -$11.3K -75 -0.4%
DPIM
847
Duff & Phelps Investment Management
Illinois
$2.53M -$320K -2,130 -11%
ZIM
848
Zacks Investment Management
Illinois
$2.53M -$40.5K -270 -2%
SAM
849
Southeastern Asset Management
Tennessee
$2.52M -$628M -4,184,682 -100%
AFIA
850
America First Investment Advisors
Nebraska
$2.52M -$6.91K -46 -0.3%
32 33
34
35 36