BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,642 hedge funds and large institutions have $120B invested in Berkshire Hathaway Class B in 2014 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 563 increasing their positions, 608 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,642
Holders Change
+125
Holders Change %
+8.24%
% of All Funds
43.82%
Holding in Top 10
324
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+20.45%
% of All Funds
8.65%
New
182
Increased
563
Reduced
608
Closed
38
Calls
$1.39B
Puts
$1.49B
Net Calls
-$98.5M
Net Calls Change
+$138M

Top Buyers

1
State Street
State Street
Massachusetts
+$658M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$472M
3
BFA
BlackRock Fund Advisors
California
+$288M
4
Credit Agricole
Credit Agricole
France
+$233M
5
Ameriprise
Ameriprise
Minnesota
+$180M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$751M
2
SAM
Southeastern Asset Management
Tennessee
-$628M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$526M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$280M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
1176
Curi RMB Capital
Illinois
$785K -$14.1K -94 -2%
DAM
1177
Doheny Asset Management
California
$785K +$451K +3,000 +135%
VWM
1178
Vector Wealth Management
Minnesota
$779K -$58.3K -388 -7%
SAM
1179
Security Asset Management
New York
$779K +$779K +5,190 New
PAS
1180
Partnervest Advisory Services
California
$777K -$55.3K -368 -7%
MAM
1181
Mizuho Asset Management
Japan
$775K +$246K +1,639 +47%
IIM
1182
Intact Investment Management
Quebec, Canada
$773K -$796K -5,300 -51%
BCM
1183
Boltwood Capital Management
California
$773K – – –
MCM
1184
Maple Capital Management
Vermont
$770K – – –
NERM
1185
New England Research & Management
Illinois
$769K -$30K -200 -4%
TFF
1186
The Family Firm
Maryland
$769K +$769K +5,124 New
KCM
1187
Kornitzer Capital Management
Kansas
$765K +$71.3K +475 +10%
ESCM
1188
Echo Street Capital Management
New York
$759K +$759K +5,052 New
BWFM
1189
Bridgewater Wealth & Financial Management
Maryland
$756K +$756K +5,038 New
DSC
1190
Duncker Streett & Co
Missouri
$755K – – –
QT
1191
Quantbot Technologies
New York
$755K +$605K +4,029 +402%
SIM
1192
SSI Investment Management
California
$752K +$284K +1,887 +61%
BST
1193
Bath Savings Trust
Maine
$751K +$383K +2,550 +104%
LCP
1194
LGT Capital Partners
Switzerland
$751K +$751K +5,000 New
KPA
1195
Keel Point Advisors
Virginia
$750K +$750K +4,998 New
CW
1196
Cobiz Wealth
Colorado
$746K -$9.01K -60 -1%
CWM
1197
Calamos Wealth Management
Illinois
$745K -$86.5K -576 -10%
AMG
1198
Asset Management Group
Connecticut
$744K -$24.9K -166 -3%
PIM
1199
Penobscot Investment Management
Massachusetts
$738K – – –
PPCM
1200
Pillar Pacific Capital Management
California
$736K -$63.8K -425 -8%
46 47
48
49 50