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 %
YAM
851
Yacktman Asset Management
Texas
$2.22M – – –
TCP
852
TAMRO Capital Partners
Virginia
$2.2M +$67.1K +486 +3%
HPBT
853
High Point Bank & Trust
North Carolina
$2.2M – – –
WHG
854
Westwood Holdings Group
Texas
$2.2M -$172K -1,246 -7%
MPI
855
Mairs & Power Inc
Minnesota
$2.19M +$104K +750 +5%
Envestnet Asset Management
856
Envestnet Asset Management
Illinois
$2.17M -$95.5K -691 -4%
RJT
857
Raymond James Trust
Florida
$2.16M -$74.7K -541 -3%
GC
858
Grimes & Company
Massachusetts
$2.14M +$57.1K +413 +3%
BCM
859
Blume Capital Management
California
$2.14M -$13.8K -100 -0.6%
1SB
860
1ST Source Bank
Indiana
$2.14M – – –
LNB
861
Ledyard National Bank
$2.13M +$189K +1,365 +10%
BGDI
862
BW Gestao de Investimentos
Brazil
$2.13M – – –
P
863
Pitcairn
Pennsylvania
$2.11M +$43.4K +314 +2%
TCOO
864
Trust Company of Oklahoma
Oklahoma
$2.09M -$20K -145 -0.9%
CIM
865
CenturyLink Investment Management
Colorado
$2.08M -$142K -1,025 -6%
JC
866
Jacobs & Co
California
$2.06M – – –
PMFA
867
Plante Moran Financial Advisors
Michigan
$2.05M +$235K +1,700 +13%
SCM
868
Shelton Capital Management
Colorado
$2.05M -$8.7K -63 -0.4%
CIA
869
Capital Investment Advisors
Georgia
$2.04M -$41.4K -300 -2%
GIA
870
GHP Investment Advisors
Colorado
$2.04M +$23.5K +170 +1%
RL
871
Ruffer LLP
United Kingdom
$2.03M – – –
BCM
872
Bares Capital Management
Texas
$2.02M -$261K -1,887 -11%
GCP
873
GSA Capital Partners
United Kingdom
$1.99M -$266K -1,926 -12%
MHIC
874
Marble Harbor Investment Counsel
Massachusetts
$1.99M -$6.91K -50 -0.3%
FBA
875
Front Barnett Associates
Illinois
$1.98M – – –
33 34
35
36 37