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 %
EWM
926
Elite Wealth Management
Washington
$1.88M +$165K +1,100 +10%
CONA
927
Capital One National Association
New York
$1.87M -$92K -613 -5%
BGDI
928
BW Gestao de Investimentos
Brazil
$1.87M -$443K -2,950 -19%
AW
929
ACG Wealth
Georgia
$1.86M +$105K +698 +6%
WC
930
Woodstock Corp
Massachusetts
$1.86M – – –
Envestnet Asset Management
931
Envestnet Asset Management
Illinois
$1.85M -$511K -3,406 -22%
KFA
932
Kelleher Financial Advisors
New York
$1.85M – – –
SCM
933
Sterling Capital Management
North Carolina
$1.85M -$7.51K -50 -0.4%
MC
934
Miles Capital
Iowa
$1.83M +$1.83M +12,207 New
VIM
935
Veritas Investment Management
United Kingdom
$1.83M -$12M -79,649 -87%
BIM
936
Baldwin Investment Management
Pennsylvania
$1.82M +$47.6K +317 +3%
WEC
937
Winslow Evans & Crocker
Massachusetts
$1.82M +$616K +4,102 +51%
RHFI
938
Reilly Herbert Faulkner III
$1.82M +$12K +80 +0.7%
BCM
939
BTR Capital Management
California
$1.8M -$24K -160 -1%
FHC
940
First Heartland Consultants
Missouri
$1.8M +$118K +787 +7%
F
941
FolioMetrix
Nebraska
$1.8M +$1.8M +13,875 New
DI
942
Diligent Investors
California
$1.8M +$1.8M +12,031 New
SA
943
SRH Advisors
Kansas
$1.78M – – –
FNT
944
First National Trust
Pennsylvania
$1.78M -$31.1K -207 -2%
FNB
945
First Niagara Bank
New York
$1.77M -$43.5K -290 -2%
DG
946
Davidson & Garrard
Virginia
$1.77M +$113K +750 +7%
WDA
947
Wendell David Associates
New Hampshire
$1.77M -$3.75K -25 -0.2%
GC
948
Garde Capital
Washington
$1.76M +$856K +5,700 +94%
JFGIW
949
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.76M +$619K +4,125 +54%
CC
950
Cannell Capital
Wyoming
$1.75M – – –
36 37
38
39 40