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 %
ISB
926
Iowa State Bank
Iowa
$1.57M +$40.2K +291 +3%
FHC
927
First Heartland Consultants
Missouri
$1.55M +$64.4K +466 +4%
WG
928
Welch Group
Alabama
$1.55M -$3.04K -22 -0.2%
FWP
929
FAS Wealth Partners
Kansas
$1.54M +$1.54M +11,140 New
SFU
930
Stonehage Fleming (UK)
United Kingdom
$1.54M +$510K +3,690 +50%
DG
931
Davidson & Garrard
Virginia
$1.52M +$133K +965 +10%
BM
932
Bislett Management
California
$1.52M – – –
TIA
933
Tiemann Investment Advisors
California
$1.51M -$5.53K -40 -0.4%
BSW
934
Buckingham Strategic Wealth
Missouri
$1.51M -$25.6K -185 -2%
WSCM
935
Wellington Shields Capital Management
New York
$1.5M – – –
W
936
Wealthfront
California
$1.5M +$403K +2,914 +37%
NAM
937
NTV Asset Management
West Virginia
$1.49M +$1.66K +12 +0.1%
Jacobs Levy Equity Management
938
Jacobs Levy Equity Management
New Jersey
$1.47M +$258K +1,870 +21%
DWT
939
Dorsey & Whitney Trust
South Dakota
$1.46M +$17.3K +125 +1%
WIL
940
Winifred I. Li
$1.46M -$42.1K -305 -3%
CT
941
Cambridge Trust
Massachusetts
$1.46M -$34.5K -250 -2%
FMWA
942
Forvis Mazars Wealth Advisors
Missouri
$1.45M +$691 +5 +0%
IIM
943
Intact Investment Management
Quebec, Canada
$1.44M – – –
NDSI
944
Newman Dignan & Sheerar Inc
Rhode Island
$1.44M +$17.3K +125 +1%
B
945
BancorpSouth
Mississippi
$1.44M – – –
OC
946
Oarsman Capital
Wisconsin
$1.44M -$6.91K -50 -0.5%
NEPWA
947
New England Private Wealth Advisors
Massachusetts
$1.44M +$42.4K +307 +3%
CO
948
Caldwell & Orkin
Georgia
$1.43M -$2.64M -19,100 -65%
GLI
949
Guardian Life Insurance
New York
$1.43M +$21.5K +156 +2%
BCM
950
Brookstone Capital Management
Illinois
$1.43M +$150K +1,087 +12%
36 37
38
39 40