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 %
TSS
1001
Thomas Story & Son
Indiana
$1.1M – – –
SIC
1002
Schwartz Investment Counsel
Michigan
$1.08M +$272K +2,150 +34%
HTC
1003
Haverford Trust Company
Pennsylvania
$1.08M -$759 -6 -0.1%
BA
1004
Bridgewater Advisors
New York
$1.07M +$133K +1,047 +14%
FTC
1005
Farmers Trust Company
Ohio
$1.07M – – –
FNBSF
1006
First National Bank Sioux Falls
South Dakota
$1.07M +$9.99K +79 +0.9%
FFA
1007
Fragasso Financial Advisors
Pennsylvania
$1.07M +$3.8K +30 +0.4%
RR
1008
Robotti Robert
$1.07M -$40.5K -320 -4%
AC
1009
Alley Company
Illinois
$1.06M -$38.4K -303 -3%
BFA
1010
Bragg Financial Advisors
North Carolina
$1.06M – – –
AFG
1011
Arkansas Financial Group
Arkansas
$1.06M +$12.7K +100 +1%
JFGIW
1012
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.05M +$2.15K +17 +0.2%
PHIMC
1013
Private Harbour Investment Management & Counsel
Ohio
$1.05M +$12.7K +100 +1%
LJHT
1014
Laurie J. Hall Trustee
$1.04M -$22.1K -175 -2%
GF
1015
Gerstein Fisher
New York
$1.03M +$64.3K +508 +7%
FAM
1016
Formidable Asset Management
Ohio
$1.03M +$9.49K +75 +0.9%
W
1017
Wealthfront
California
$1.02M +$519K +4,010 +103%
WEC
1018
Winslow Evans & Crocker
Massachusetts
$1.01M -$63.5K -502 -6%
NFG
1019
Nadler Financial Group
Illinois
$1.01M +$8.23K +65 +0.8%
DCLA
1020
Douglas C. Lane & Associates
New York
$1M +$111K +874 +12%
WA
1021
Winfield Associates
Ohio
$997K -$91.6K -724 -8%
WSTAM
1022
Wilbanks Smith & Thomas Asset Management
Virginia
$995K +$44.3K +350 +5%
MCM
1023
Moore Capital Management
New York
$993K +$28.7K +227 +3%
NAM
1024
Needelman Asset Management
California
$988K – – –
CBU
1025
CIBC Bank USA
Illinois
$980K -$371K -2,935 -27%
39 40
41
42 43