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 %
WAM
1101
Weatherly Asset Management
California
$708K – – –
CNBT
1102
Canandaigua National Bank & Trust
New York
$706K -$63.3K -500 -8%
FIM
1103
Freedom Investment Management
Connecticut
$704K +$704K +5,563 New
VWM
1104
Vector Wealth Management
Minnesota
$702K +$170K +1,340 +32%
DSC
1105
Duncker Streett & Co
Missouri
$700K -$25.3K -200 -3%
BC
1106
Banced Corp
Illinois
$698K +$407K +3,217 +140%
FNFDCM
1107
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$697K – – –
PFSC
1108
Peoples Financial Services Corp
Pennsylvania
$697K – – –
QIM
1109
Quantitative Investment Management
Virginia
$696K -$17.1M -135,500 -96%
LPT
1110
Legacy Private Trust
Wisconsin
$696K +$696K +5,498 New
BP
1111
Banyan Partners
Florida
$690K +$21K +166 +3%
PFM
1112
Parsec Financial Management
North Carolina
$689K +$22.1K +175 +3%
MBE
1113
Michael B. Elefante
$684K – – –
ITIM
1114
Indiana Trust & Investment Management
Indiana
$684K +$455K +3,600 +199%
MIC
1115
MU Investments Company
Japan
$680K +$127K +1,000 +23%
IB
1116
Intrust Bank
Kansas
$679K -$71.2K -563 -9%
CCM
1117
Coldstream Capital Management
Washington
$678K +$14.9K +118 +2%
SMI
1118
Shelter Mutual Insurance
Missouri
$677K – – –
LIM
1119
Leavell Investment Management
Alabama
$676K +$30.4K +240 +5%
NERM
1120
New England Research & Management
Illinois
$674K -$12.5K -99 -2%
NCIM
1121
New Century Investment Management
Michigan
$674K +$674K +5,327 New
RMA
1122
Roffman Miller Associates
Pennsylvania
$671K -$22.8K -180 -3%
JFA
1123
JNBA Financial Advisors
Minnesota
$670K +$68.8K +543 +11%
WA
1124
WBH Advisory
Maryland
$668K – – –
CRC
1125
Curi RMB Capital
Illinois
$667K +$52.7K +416 +9%
43 44
45
46 47