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Berkshire Hathaway Class B

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

114% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 36

15% more funds holding in top 10

Funds holding in top 10: 233269 (+36)

11% more capital invested

Capital invested by funds: $99.9B → $111B (+$10.9B)

2% more funds holding

Funds holding: 1,4841,517 (+33)

2% more repeat investments, than reductions

Existing positions increased: 576 | Existing positions reduced: 567

0.41% less ownership

Funds ownership: 66.74%66.32% (-0.41%)

18% less call options, than puts

Call options by funds: $1.06B | Put options by funds: $1.29B

Holders
1,517
Holders Change
+33
Holders Change %
+2.22%
% of All Funds
44.02%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
76
Canada Life
Manitoba, Canada
$242M +$7.74M +58,106 +3%
Chevy Chase Trust
77
Chevy Chase Trust
Maryland
$239M +$15.3M +115,226 +7%
RFC
78
Russell Frank Company
Washington
$219M +$17.7M +132,715 +9%
MTB
79
Mizuho Trust & Banking
Japan
$212M -$8.78M -65,880 -4%
MG
80
Markel Group
Virginia
$209M
BGIM
81
Brandywine Global Investment Management
Pennsylvania
$206M -$4.09M -30,733 -2%
Credit Agricole
82
Credit Agricole
France
$203M +$65.7M +493,144 +51%
SIM
83
Sprucegrove Investment Management
Ontario, Canada
$201M -$5.63M -42,250 -3%
Allianz Asset Management
84
Allianz Asset Management
Germany
$200M -$4.56M -34,213 -2%
Retirement Systems of Alabama
85
Retirement Systems of Alabama
Alabama
$198M -$1.58M -11,836 -0.8%
WIM
86
Weitz Investment Management
Nebraska
$196M +$4.86M +36,477 +3%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$188M +$15.8M +118,836 +10%
Ohio Public Employees Retirement System (OPERS)
88
Ohio Public Employees Retirement System (OPERS)
Ohio
$187M -$8.38M -62,903 -4%
State of Tennessee, Department of Treasury
89
State of Tennessee, Department of Treasury
Tennessee
$186M -$2.57M -19,300 -1%
Creative Planning
90
Creative Planning
Kansas
$185M +$12.7M +95,631 +8%
BJ
91
BlackRock Japan
Japan
$184M +$6.09M +45,725 +4%
SO
92
STRS Ohio
Ohio
$183M
State of Wisconsin Investment Board
93
State of Wisconsin Investment Board
Wisconsin
$181M -$27.1M -203,440 -13%
TC
94
Tetrad Corporation
Nebraska
$181M
GIA
95
Gateway Investment Advisers
Ohio
$179M +$20.1M +150,933 +13%
GAM
96
GVO Asset Management
Switzerland
$177M -$1.6M -12,000 -0.9%
SAS
97
Sarbit Advisory Services
Manitoba, Canada
$175M
Brown Advisory
98
Brown Advisory
Maryland
$174M +$28.8M +215,961 +21%
EVM
99
Eaton Vance Management
Massachusetts
$172M +$1.68M +12,589 +1%
Baillie Gifford & Co
100
Baillie Gifford & Co
United Kingdom
$169M -$59.2M -444,282 -27%