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 %
TCOT
1226
Trust Company of Toledo
Ohio
$517K – – –
TF
1227
Tompkins Financial
New York
$516K -$24.9K -180 -5%
PIM
1228
Provident Investment Management
Michigan
$508K – – –
PSI
1229
Pinnacle Summer Investments
Virginia
$508K +$190K +1,375 +60%
TCM
1230
Tradewinds Capital Management
Washington
$505K – – –
ALA
1231
Atherton Lane Advisers
California
$504K -$16.5K -119 -3%
NFG
1232
Noven Financial Group
Colorado
$502K +$19.2K +139 +4%
HL
1233
HeadInvest LLC
Maine
$498K – – –
PFP
1234
Pinnacle Financial Partners
Tennessee
$498K +$138K +998 +38%
KFS
1235
Kurt F. Somerville
$497K – – –
DMC
1236
Drexel Morgan & Co
Pennsylvania
$490K – – –
FNBOH
1237
First National Bank of Hutchinson
Kansas
$486K +$3.04K +22 +0.6%
MAM
1238
Mizuho Asset Management
Japan
$486K +$86.7K +628 +22%
RT
1239
Reliance Trust
Georgia
$484K -$21.7K -157 -4%
MFO
1240
Marcuard Family Office
Switzerland
$483K – – –
SSIA
1241
Spero-Smith Investment Advisers
Ohio
$482K – – –
HI
1242
Hudock Inc
Pennsylvania
$475K – – –
SGK
1243
Steigerwald Gordon & Koch
Virginia
$475K – – –
NSAM
1244
North Star Asset Management
Wisconsin
$473K -$1.79K -13 -0.4%
SLG
1245
Stanley-Laman Group
Pennsylvania
$473K – – –
CAM
1246
Congress Asset Management
Massachusetts
$473K – – –
MJP
1247
Michael J. Puzo
$470K +$82.9K +600 +21%
FM
1248
Family Management
New York
$463K – – –
PWAG
1249
Polaris Wealth Advisory Group
California
$463K – – –
LBC
1250
Lowe Brockenbrough & Co
Virginia
$462K – – –
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