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 %
RCAG
1126
Rehmann Capital Advisory Group
Michigan
$727K +$36.3K +263 +5%
IHL
1127
Investment House LLC
California
$726K – – –
CBN
1128
Cadence Bank NA
Texas
$722K +$4.7K +34 +0.7%
AP
1129
Atwood & Palmer
Missouri
$719K +$69K +500 +11%
HR
1130
Howe & Rusling
New York
$718K -$212K -1,532 -23%
AAMU
1131
Amundi Asset Management US
Massachusetts
$711K -$247K -1,786 -26%
BCM
1132
Boltwood Capital Management
California
$711K -$69.8K -505 -9%
MCM
1133
Maple Capital Management
Vermont
$708K – – –
AMG
1134
Asset Management Group
Connecticut
$708K +$256K +1,850 +57%
DSC
1135
Duncker Streett & Co
Missouri
$695K -$69.1K -500 -9%
CW
1136
Cobiz Wealth
Colorado
$694K – – –
AWA
1137
ARS Wealth Advisors
Florida
$694K +$13.8K +100 +2%
WB
1138
Webster Bank
Connecticut
$693K -$124K -900 -15%
FBNAT
1139
FirstMerit Bank N.A. Trustee
Ohio
$684K +$59.7K +432 +10%
Verition Fund Management
1140
Verition Fund Management
Connecticut
$683K +$683K +4,941 New
CFA
1141
Capstone Financial Advisors
Illinois
$682K +$10.1K +73 +2%
PIM
1142
Penobscot Investment Management
Massachusetts
$679K – – –
ATC
1143
Adirondack Trust Company
New York
$679K +$15.5K +112 +2%
MPIA
1144
Mountain Pacific Investment Advisers
Idaho
$678K – – –
GVT
1145
Genesee Valley Trust
New York
$678K +$31.8K +230 +5%
OCM
1146
Orleans Capital Management
Louisiana
$677K – – –
IOOF
1147
Independent Order of Foresters
Ontario, Canada
$677K – – –
GT
1148
Greenleaf Trust
Michigan
$675K +$182K +1,317 +37%
MFW
1149
Meristem Family Wealth
Minnesota
$674K +$666K +4,817 +7,897%
DCM
1150
Donaldson Capital Management
Indiana
$673K -$28.9K -209 -4%
44 45
46
47 48