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 %
VNA
1251
VNBTrust National Association
Virginia
$639K -$20.3K -135 -3%
DJSG
1252
D.J. St. Germain
Massachusetts
$638K – – –
Kayne Anderson Rudnick Investment Management
1253
Kayne Anderson Rudnick Investment Management
California
$638K +$72.1K +480 +13%
FBT
1254
First Bankers Trust
Kentucky
$637K +$11.3K +75 +2%
SLG
1255
Stanley-Laman Group
Pennsylvania
$634K +$120K +799 +23%
Westfield Capital Management
1256
Westfield Capital Management
Massachusetts
$633K – – –
LCM
1257
LVM Capital Management
Michigan
$628K – – –
FBNAT
1258
FirstMerit Bank N.A. Trustee
Ohio
$625K -$118K -787 -16%
SFSIG
1259
San Francisco Sentry Investment Group
California
$624K +$233K +1,553 +60%
HAIM
1260
Hunter Associates Investment Management
Pennsylvania
$623K +$30K +200 +5%
NCM
1261
Noesis Capital Mangement
Florida
$621K – – –
SGA
1262
Strategic Global Advisors
California
$621K +$621K +4,133 New
WPC
1263
Waters Parkerson & Co
Louisiana
$620K – – –
BIA
1264
Biondo Investment Advisors
Pennsylvania
$616K – – –
CIP
1265
Convergence Investment Partners
Florida
$615K +$3.15K +21 +0.5%
PL
1266
Plancorp LLC
Missouri
$613K -$1.28M -8,555 -68%
GVT
1267
Genesee Valley Trust
New York
$608K -$129K -856 -17%
VHAM
1268
Van Hulzen Asset Management
California
$608K +$608K +4,050 New
CAI
1269
Capital Advisors Inc
Oklahoma
$606K +$18.8K +125 +3%
OCM
1270
Osterweis Capital Management
California
$604K – – –
GWM
1271
Greenwich Wealth Management
Connecticut
$604K +$383K +2,550 +173%
PP
1272
Patten & Patten
Tennessee
$600K -$39.5K -263 -6%
EWA
1273
EP Wealth Advisors
California
$599K -$37.5K -250 -6%
ABP
1274
Arthur B. Page
$599K – – –
BWA
1275
Burt Wealth Advisors
Maryland
$599K +$599K +3,990 New
49 50
51
52 53