BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,467 hedge funds and large institutions have $97.7B invested in Berkshire Hathaway Class B in 2014 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 578 increasing their positions, 553 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,467
Holders Change
+16
Holders Change %
+1.1%
% of All Funds
42.4%
Holding in Top 10
239
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+12.21%
% of All Funds
6.91%
New
89
Increased
578
Reduced
553
Closed
59
Calls
$964M
Puts
$845M
Net Calls
+$119M
Net Calls Change
+$79.6M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.97B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.65B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$2.63B
4
WP
4
Wedgewood Partners
Missouri
$543M
5
WM
5
WS Management
Florida
$554M

Top Sellers

1
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$9.63B
2
Primecap Management
2
Primecap Management
California
$0
3
State Street
3
State Street
Massachusetts
$9.48B
4
NFA
4
Nationwide Fund Advisors
Ohio
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
76
Chevy Chase Trust
Maryland
$206M +$236K +1,886 +0.1%
Allianz Asset Management
77
Allianz Asset Management
Germany
$203M -$48.7M -389,876 -19%
MTB
78
Mizuho Trust & Banking
Japan
$199M +$7.16M +57,269 +4%
Canada Life
79
Canada Life
Manitoba, Canada
$199M +$5.61M +45,185 +3%
BA
80
BlackRock Advisors
Delaware
$198M -$10M -80,295 -5%
BTS
81
BB&T Securities
Virginia
$198M +$499K +399 +0.3%
Baillie Gifford & Co
82
Baillie Gifford & Co
United Kingdom
$190M +$7.04M +56,344 +4%
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$189M -$4.8M -38,420 -2%
MG
84
Markel Group
Virginia
$189M -$1.96M -15,650 -1%
SIM
85
Sprucegrove Investment Management
Ontario, Canada
$189M -$7.92M -63,370 -4%
Barclays
86
Barclays
United Kingdom
$183M -$23M -185,806 -11%
Retirement Systems of Alabama
87
Retirement Systems of Alabama
Alabama
$181M +$1.65M +13,167 +0.9%
BGIM
88
Brandywine Global Investment Management
Pennsylvania
$179M +$61.2M +489,388 +52%
Ohio Public Employees Retirement System (OPERS)
89
Ohio Public Employees Retirement System (OPERS)
Ohio
$175M -$14.8M -118,533 -8%
State of Tennessee, Department of Treasury
90
State of Tennessee, Department of Treasury
Tennessee
$173M +$6.24M +49,953 +4%
BJ
91
BlackRock Japan
Japan
$170M -$1.09M -8,717 -0.6%
SO
92
STRS Ohio
Ohio
$166M -$2.92M -23,400 -2%
TC
93
Tetrad Corporation
Nebraska
$164M – – –
HSBC Holdings
94
HSBC Holdings
United Kingdom
$160M +$1.87M +15,001 +1%
EVM
95
Eaton Vance Management
Massachusetts
$155M -$738K -5,902 -0.5%
SAS
96
Sarbit Advisory Services
Manitoba, Canada
$154M +$1.3M +8,500 +0.9%
WIM
97
Weitz Investment Management
Nebraska
$154M +$13.8M +110,069 +10%
WA
98
Wintergreen Advisers
New Jersey
$151M -$1.81M -14,477 -1%
Creative Planning
99
Creative Planning
Kansas
$143M +$8.77M +70,143 +7%
GIA
100
Gateway Investment Advisers
Ohio
$139M -$2.19M -17,532 -2%
2 3
4
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