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 %
AFG
1076
Albion Financial Group
Utah
$866K – – –
MWP
1077
MYCIO Wealth Partners
Pennsylvania
$866K +$139K +1,010 +19%
IMS
1078
Index Management Solutions
Pennsylvania
$865K +$826K +5,978 +2,105%
BONST
1079
Bank of Nova Scotia Trust
Ontario, Canada
$862K -$2.35K -17 -0.3%
AB
1080
AT Bancorp
Iowa
$859K -$39.1K -283 -4%
NAMA
1081
Nikko Asset Management Americas
New York
$858K – – –
FSA
1082
Financial Sense Advisors
California
$855K – – –
KTC
1083
Kistler-Tiffany Companies
Pennsylvania
$850K +$10.4K +75 +1%
SPC
1084
Stewart & Patten Company
California
$847K -$55.3K -400 -6%
CBB
1085
Citizens Business Bank
California
$845K -$532K -3,850 -39%
BC
1086
Banced Corp
Illinois
$844K +$82.3K +596 +11%
PM
1087
Penbrook Management
New York
$843K +$6.91K +50 +0.8%
GC
1088
Garde Capital
Washington
$833K -$2.35K -17 -0.3%
CA
1089
Corrado Advisors
New Jersey
$832K +$13.8K +100 +2%
FPCG
1090
Fort Pitt Capital Group
Pennsylvania
$832K +$831K +6,018 +100,300%
HWA
1091
Heritage Wealth Advisors
Virginia
$829K – – –
CIC
1092
Carnegie Investment Counsel
Ohio
$829K +$193K +1,400 +30%
MCM
1093
Manchester Capital Management
Vermont
$828K – – –
CB
1094
Chemical Bank
Michigan
$824K +$824K +5,960 New
CL
1095
CPWM LLC
Washington
$823K +$47.2K +342 +6%
Tudor Investment Corp
1096
Tudor Investment Corp
Connecticut
$814K +$814K +5,896 New
LIC
1097
Lodestar Investment Counsel
Illinois
$810K – – –
AI
1098
Atria Investments
North Carolina
$805K -$405K -2,933 -33%
VWM
1099
Valley Wealth Managers
New Jersey
$805K – – –
RAM
1100
Redmond Asset Management
Virginia
$801K – – –
42 43
44
45 46