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 %
AF
976
Allworth Financial
California
$1.58M +$113K +750 +8%
BW
977
Bison Wealth
Georgia
$1.58M +$1.58M +10,513 New
OC
978
Oarsman Capital
Wisconsin
$1.57M +$5.86K +39 +0.4%
B
979
BancorpSouth
Mississippi
$1.56M – – –
GLI
980
Guardian Life Insurance
New York
$1.56M +$3.76K +25 +0.2%
WA
981
Winfield Associates
Ohio
$1.56M +$353K +2,353 +29%
SCA
982
Sippican Capital Advisors
Massachusetts
$1.55M – – –
ACI
983
Advance Capital I
Michigan
$1.55M -$466K -3,100 -23%
PSC
984
Prentiss Smith & Co
Vermont
$1.54M +$187K +1,247 +14%
TH
985
Timber Hill
Connecticut
$1.53M -$3.11M -20,692 -67%
IMOV
986
Investment Management of Virginia
Virginia
$1.52M -$2.25K -15 -0.1%
MC
987
Moors & Cabot
Massachusetts
$1.52M -$5.43K -36 -0.4%
BHTS
988
Bar Harbor Trust Services
Maine
$1.51M +$24.8K +165 +2%
CT
989
Cambridge Trust
Massachusetts
$1.51M -$71.5K -476 -5%
CAM
990
Coronation Asset Management
South Africa
$1.5M – – –
HCM
991
Hitchwood Capital Management
New York
$1.5M +$1.5M +10,000 New
EIM
992
Emerson Investment Management
Massachusetts
$1.49M -$15K -100 -1%
SIC
993
Schwartz Investment Counsel
Michigan
$1.49M – – –
CASB
994
Cape Ann Savings Bank
Massachusetts
$1.49M -$23.3K -155 -2%
TFF
995
Timothy F. Fidgeon
$1.47M -$15K -100 -1%
MCC
996
Mid Continent Capital
Illinois
$1.47M -$13.7K -91 -0.9%
NSIM
997
North Star Investment Management
Illinois
$1.47M +$27K +180 +2%
CM
998
Churchill Management
California
$1.45M +$1.45M +9,646 New
SCM
999
Stonebridge Capital Management
California
$1.44M – – –
GF
1000
Gerstein Fisher
New York
$1.44M +$247K +1,648 +21%
38 39
40
41 42