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 %
TFA
976
Transamerica Financial Advisors
Florida
$1.15M -$173K -1,366 -13%
CR
977
Cooperatieve Rabobank
Netherlands
$1.15M +$17.8K +141 +2%
BFG
978
Bouchey Financial Group
New York
$1.15M +$209K +1,650 +22%
TCOTO
979
Trust Company of the Ozarks
Missouri
$1.15M -$9.49K -75 -0.8%
HTHT
980
Hemenway Trust Hemenway Trust
New Hampshire
$1.15M -$12.7K -100 -1%
VC
981
Vicus Capital
Pennsylvania
$1.15M +$5.57K +44 +0.5%
SMG
982
Spectrum Management Group
Indiana
$1.15M +$16.5K +130 +1%
WP
983
WMS Partners
Maryland
$1.14M -$63.3K -500 -5%
PSC
984
Prentiss Smith & Co
Vermont
$1.14M -$38K -300 -3%
CCT
985
Country Club Trust
Missouri
$1.14M +$63.2K +500 +6%
ECM
986
Estabrook Capital Management
New York
$1.14M -$122K -964 -10%
AT
987
Arvest Trust
Oklahoma
$1.14M – – –
GF
988
Gabelli Funds
New York
$1.14M – – –
OAM
989
Orinda Asset Management
California
$1.14M – – –
CFMC
990
Curbstone Financial Management Corp
New Hampshire
$1.14M -$3.8K -30 -0.3%
AW
991
ACG Wealth
Georgia
$1.12M +$266K +2,100 +31%
I
992
IberiaBank
Louisiana
$1.12M -$132K -1,039 -11%
WA
993
WealthTrust Axiom
Pennsylvania
$1.11M – – –
HCMNY
994
Howard Capital Management (New York)
New York
$1.11M – – –
Jacobs Levy Equity Management
995
Jacobs Levy Equity Management
New Jersey
$1.11M +$26.8K +212 +2%
AI
996
Atria Investments
North Carolina
$1.11M -$55.4K -438 -5%
CWM
997
Confluence Wealth Management
Oregon
$1.11M +$815K +6,444 +281%
TL
998
Tirschwell & Loewy
New York
$1.1M – – –
PTC
999
Private Trust Company
Ohio
$1.1M +$56.9K +450 +5%
BVDMP
1000
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.1M – – –
38 39
40
41 42