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 %
MCM
926
Matarin Capital Management
New York
$1.44M +$830K +6,558 +136%
WG
927
Welch Group
Alabama
$1.42M -$10.9K -86 -0.8%
BSW
928
Buckingham Strategic Wealth
Missouri
$1.41M -$84K -664 -6%
ISB
929
Iowa State Bank
Iowa
$1.4M +$15.6K +123 +1%
BM
930
Bislett Management
California
$1.39M – – –
TIA
931
Tiemann Investment Advisors
California
$1.39M -$22.1K -175 -2%
WIL
932
Winifred I. Li
$1.38M – – –
WSCM
933
Wellington Shields Capital Management
New York
$1.37M -$16.5K -130 -1%
FCH
934
Freestone Capital Holdings
Washington
$1.37M -$330K -2,611 -19%
MC
935
Moors & Cabot
Massachusetts
$1.37M +$169K +1,333 +14%
CT
936
Cambridge Trust
Massachusetts
$1.37M -$22.8K -180 -2%
CAM
937
Centre Asset Management
New York
$1.36M -$22.8K -180 -2%
FHC
938
First Heartland Consultants
Missouri
$1.36M +$54.6K +431 +4%
NAM
939
NTV Asset Management
West Virginia
$1.36M +$152K +1,201 +13%
FMWA
940
Forvis Mazars Wealth Advisors
Missouri
$1.33M -$122K -962 -8%
SA
941
SRH Advisors
Kansas
$1.33M -$24.7K -195 -2%
DWT
942
Dorsey & Whitney Trust
South Dakota
$1.32M +$39.5K +312 +3%
IIM
943
Intact Investment Management
Quebec, Canada
$1.32M -$25.3K -200 -2%
OC
944
Oarsman Capital
Wisconsin
$1.32M -$21.5K -170 -2%
IMOV
945
Investment Management of Virginia
Virginia
$1.32M -$14.6K -115 -1%
B
946
BancorpSouth
Mississippi
$1.32M – – –
GLI
947
Guardian Life Insurance
New York
$1.29M +$9.87K +78 +0.8%
BHTS
948
Bar Harbor Trust Services
Maine
$1.29M -$244K -1,930 -16%
NEPWA
949
New England Private Wealth Advisors
Massachusetts
$1.28M +$285K +2,250 +29%
CASB
950
Cape Ann Savings Bank
Massachusetts
$1.28M -$25.3K -200 -2%
36 37
38
39 40