BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

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
Holders
1,517
Holders Change
+33
Holders Change %
+2.22%
% of All Funds
44.05%
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

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.6B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$364M
3
State Street
State Street
Massachusetts
+$298M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$163M
5
BIT
BlackRock Institutional Trust
California
+$132M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$630M
2
Goldman Sachs
Goldman Sachs
New York
-$200M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$125M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$114M
5
Northern Trust
Northern Trust
Illinois
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMBTD
1001
First Midwest Bank Trust Division
Illinois
$1.2M -$106K -764 -8%
TSS
1002
Thomas Story & Son
Indiana
$1.2M – – –
TCOTO
1003
Trust Company of the Ozarks
Missouri
$1.19M -$65.8K -476 -5%
IC
1004
Inverness Counsel
New York
$1.19M +$149K +1,078 +14%
FHA
1005
First Horizon Advisors
Tennessee
$1.18M +$335K +2,427 +40%
FNBSF
1006
First National Bank Sioux Falls
South Dakota
$1.17M – – –
FTC
1007
Farmers Trust Company
Ohio
$1.17M – – –
BFA
1008
Bragg Financial Advisors
North Carolina
$1.16M – – –
AFG
1009
Arkansas Financial Group
Arkansas
$1.16M – – –
PHIMC
1010
Private Harbour Investment Management & Counsel
Ohio
$1.15M – – –
MGIA
1011
Moneta Group Investment Advisors
Missouri
$1.14M +$87.6K +634 +8%
FAM
1012
Formidable Asset Management
Ohio
$1.14M -$6.34K -45 -0.6%
AC
1013
Alley Company
Illinois
$1.13M -$26.9K -195 -2%
EA
1014
Emerald Advisers
Pennsylvania
$1.11M -$481K -3,485 -30%
WEC
1015
Winslow Evans & Crocker
Massachusetts
$1.11M +$8.43K +61 +0.8%
WA
1016
Winfield Associates
Ohio
$1.11M +$17.3K +125 +2%
GF
1017
Gerstein Fisher
New York
$1.1M -$23.9K -173 -2%
I
1018
IberiaBank
Louisiana
$1.1M -$121K -873 -10%
LJHT
1019
Laurie J. Hall Trustee
$1.1M -$34.5K -250 -3%
NFG
1020
Nadler Financial Group
Illinois
$1.1M – – –
WSTAM
1021
Wilbanks Smith & Thomas Asset Management
Virginia
$1.09M +$1.93K +14 +0.2%
KBC Group
1022
KBC Group
Belgium
$1.08M -$35.9M -260,086 -97%
NAM
1023
Needelman Asset Management
California
$1.08M – – –
AT
1024
Arden Trust
Delaware
$1.08M +$7.88K +57 +0.7%
HCMNY
1025
Howard Capital Management (New York)
New York
$1.07M -$139K -1,009 -11%
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