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 %
SC
1026
Savant Capital
Illinois
$1.07M +$19.3K +140 +2%
PTC
1027
Private Trust Company
Ohio
$1.07M -$140K -1,010 -12%
CBU
1028
CIBC Bank USA
Illinois
$1.05M -$17.3K -125 -2%
SFG
1029
SNS Financial Group
Minnesota
$1.05M +$236K +1,707 +29%
JFGIW
1030
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.05M -$98.2K -711 -9%
FWM
1031
Focused Wealth Management
New York
$1.05M +$5.11K +37 +0.5%
DAS
1032
Dynamic Advisor Solutions
Arizona
$1.04M +$48.1K +348 +5%
SC
1033
Stralem & Co
New York
$1.04M – – –
SWM
1034
SVA Wealth Management
Wisconsin
$1.03M – – –
KPCM
1035
Kings Point Capital Management
New York
$1.03M +$829 +6 +0.1%
RR
1036
Robotti Robert
$1.03M -$137K -994 -12%
FIMG
1037
Financial & Investment Management Group
Michigan
$1.02M +$12.4K +90 +1%
FCH
1038
Freestone Capital Holdings
Washington
$1.02M -$471K -3,412 -32%
SCM
1039
Sterneck Capital Management
Missouri
$1.01M +$59.5K +431 +6%
CCA
1040
Cobblestone Capital Advisors
New York
$1.01M -$44.2K -320 -4%
NPIT
1041
National Penn Investors Trust
Pennsylvania
$1.01M -$2.63K -19 -0.3%
GP
1042
Girard Partners
Pennsylvania
$1M -$21.8K -158 -2%
SIC
1043
Sigma Investment Counselors
Michigan
$1M – – –
IAS
1044
IMA Advisory Services
Colorado
$993K +$15.8K +114 +2%
NCIM
1045
New Century Investment Management
Michigan
$992K +$256K +1,852 +35%
DD
1046
Dominick & Dominick
New York
$981K -$82.8K -600 -8%
IB
1047
Intrust Bank
Kansas
$980K +$238K +1,724 +32%
MCM
1048
MAI Capital Management
Ohio
$975K +$35.2K +255 +4%
CCG
1049
Cypress Capital Group
Florida
$974K +$27.6K +200 +3%
DS
1050
Dalal Street
Texas
$970K – – –
40 41
42
43 44