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 %
FHA
1076
First Horizon Advisors
Tennessee
$778K +$28.5K +224 +4%
MFW
1077
Meristem Family Wealth
Minnesota
$776K -$77.2M -6,067 -99%
FTI
1078
Fiduciary Trust International
Massachusetts
$775K +$2.53K +20 +0.3%
WA
1079
WESPAC Advisors
California
$773K -$7.59K -60 -1%
KTC
1080
Kistler-Tiffany Companies
Pennsylvania
$769K +$4.81K +38 +0.6%
PM
1081
Penbrook Management
New York
$766K -$918K -7,250 -55%
GC
1082
Garde Capital
Washington
$766K +$766K +6,050 New
HWA
1083
Heritage Wealth Advisors
Virginia
$761K – – –
MCM
1084
Manchester Capital Management
Vermont
$760K +$760K +400 New
T
1085
Thomaspartners
Massachusetts
$751K +$85K +672 +13%
CA
1086
Corrado Advisors
New Jersey
$750K -$6.71K -53 -0.9%
WB
1087
Webster Bank
Connecticut
$748K -$951K -7,523 -56%
SFG
1088
SNS Financial Group
Minnesota
$747K +$510K +4,030 +215%
LIC
1089
Lodestar Investment Counsel
Illinois
$742K -$28.3K -224 -4%
VWM
1090
Valley Wealth Managers
New Jersey
$738K – – –
RAM
1091
Redmond Asset Management
Virginia
$734K – – –
CWM
1092
Calamos Wealth Management
Illinois
$722K -$13.8K -109 -2%
HCM
1093
Harvey Capital Management
Florida
$715K – – –
BCM
1094
Boltwood Capital Management
California
$715K +$57.6K +455 +9%
LOAMS
1095
Lombard Odier Asset Management (Switzerland)
Switzerland
$715K +$715K +5,680 New
PCMK
1096
Paragon Capital Management (Kansas)
Kansas
$712K +$18.3K +145 +3%
PAG
1097
Pinnacle Advisory Group
Maryland
$711K +$6.33K +50 +0.9%
CL
1098
CPWM LLC
Washington
$711K +$101K +800 +17%
MC
1099
Mathes Company
New York
$709K – – –
NME
1100
Notis-McConarty Edward
$709K – – –
42 43
44
45 46