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 %
OCM
1201
Orleans Capital Management
Louisiana
$736K – – –
EWM
1202
Evermay Wealth Management
Virginia
$736K +$64.5K +430 +10%
FPFS
1203
First Personal Financial Services
North Carolina
$733K +$733K +4,888 New
AT
1204
Acadia Trust
Maine
$730K – – –
Aristotle Capital Management
1205
Aristotle Capital Management
California
$728K – – –
BFA
1206
Beaumont Financial Advisors
Massachusetts
$724K +$8.1K +54 +1%
WTB
1207
Washington Trust Bank
Washington
$724K +$58.3K +388 +9%
LCM
1208
Lucas Capital Management
New Jersey
$723K – – –
SCM
1209
Schnieders Capital Management
California
$711K – – –
VIA
1210
Vantage Investment Advisors
Pennsylvania
$711K +$94.4K +629 +15%
VDI
1211
Vaughan David Investments
Illinois
$709K +$15K +100 +2%
AI
1212
Accredited Investors
Minnesota
$700K -$23.4K -156 -3%
AIM
1213
Avity Investment Management
Connecticut
$699K -$20.3K -135 -3%
MIC
1214
MU Investments Company
Japan
$699K – – –
LCM
1215
Logan Capital Management
Pennsylvania
$699K – – –
AUB
1216
Atlantic Union Bankshares
Virginia
$698K +$235K +1,565 +51%
AWM
1217
AllSquare Wealth Management
New York
$698K +$698K +4,650 New
IAM
1218
Impax Asset Management
New Hampshire
$697K +$697K +4,645 New
FNFDCM
1219
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$696K -$131K -873 -16%
WI
1220
Wedgewood Investors
Pennsylvania
$696K +$24K +160 +4%
WCM Investment Management
1221
WCM Investment Management
California
$694K – – –
PAM
1222
Princeton Alpha Management
New Jersey
$692K +$385K +2,565 +125%
IOOF
1223
Independent Order of Foresters
Ontario, Canada
$691K -$45.1K -300 -6%
SFA
1224
Sequoia Financial Advisors
Ohio
$689K +$689K +4,591 New
SA
1225
Strategic Advisors
New York
$688K +$688K +4,583 New
47 48
49
50 51