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
$11.6B
2
Vanguard Group
Vanguard Group
Pennsylvania
$11.6B
3
State Street
State Street
Massachusetts
$10.8B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.24B
5
BIT
BlackRock Institutional Trust
California
$6.55B

Top Sellers

1
Norges Bank
Norges Bank
Norway
$630M
2
Goldman Sachs
Goldman Sachs
New York
$528M
3
AllianceBernstein
AllianceBernstein
Tennessee
$890M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$896M
5
Northern Trust
Northern Trust
Illinois
$2.89B
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
1151
Acadia Trust
Maine
$672K +$2.62K +19 +0.4%
Aristotle Capital Management
1152
Aristotle Capital Management
California
$670K – – –
AI
1153
Accredited Investors
Minnesota
$666K – – –
LCM
1154
Lucas Capital Management
New Jersey
$665K -$11.7K -85 -2%
EFSCE
1155
Enterprise Financial Services Corp (EFSC)
Missouri
$664K -$25.1K -182 -4%
AIM
1156
Avity Investment Management
Connecticut
$662K -$4.84K -35 -0.7%
BFA
1157
Beaumont Financial Advisors
Massachusetts
$659K – – –
CCA
1158
Checchi Capital Advisers
California
$656K +$180K +1,299 +38%
SCM
1159
Schnieders Capital Management
California
$654K – – –
PCA
1160
Personal Capital Advisors
California
$653K +$373K +2,703 +133%
ZAM
1161
Zevin Asset Management
Massachusetts
$651K – – –
OIA
1162
Optimum Investment Advisors
Illinois
$644K – – –
LCM
1163
Logan Capital Management
Pennsylvania
$643K +$9.25K +67 +1%
MIC
1164
MU Investments Company
Japan
$639K -$99.6K -720 -13%
WCM Investment Management
1165
WCM Investment Management
California
$639K -$6.91K -50 -1%
VDI
1166
Vaughan David Investments
Illinois
$638K +$7.87K +57 +1%
KCM
1167
Kornitzer Capital Management
Kansas
$638K +$182K +1,321 +40%
SNT
1168
Security National Trust
West Virginia
$631K -$6.91K -50 -1%
NES
1169
New England Securities
New York
$628K +$5.94K +43 +1%
ERIM
1170
Eagle Ridge Investment Management
Connecticut
$622K – – –
GLRA
1171
Gerald L. Ray & Associates
Texas
$620K +$5.39K +39 +0.9%
WI
1172
Wedgewood Investors
Pennsylvania
$618K – – –
EWM
1173
Evermay Wealth Management
Virginia
$618K +$15.5K +112 +3%
Capstone Investment Advisors
1174
Capstone Investment Advisors
New York
$618K +$618K +4,478 New
WTB
1175
Washington Trust Bank
Washington
$612K -$29K -210 -5%
45 46
47
48 49