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.

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
1
Gates Foundation Trust
Washington
$11.6B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.6B
3
State Street
3
State Street
Massachusetts
$10.8B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.24B
5
BIT
5
BlackRock Institutional Trust
California
$6.55B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$630M
2
Goldman Sachs
2
Goldman Sachs
New York
$528M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$890M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$896M
5
Northern Trust
5
Northern Trust
Illinois
$2.89B
Name Market Value Shares Shares
Change 		Shares
Change %
GGPS
1276
Gary Goldberg Planning Services
New York
$421K 3,046 +15 +0.5%
NI
1277
NFC Investments
Tennessee
$420K 3,040 – –
CA
1278
Cortland Associates
Missouri
$419K 3,035 – –
MC
1279
Middleton & Co
Massachusetts
$417K 3,021 – –
BTNA
1280
Bremer Trust National Association
Minnesota
$417K 3,019 +517 +21%
ACM
1281
American Capital Management
New York
$414K 3,000 +3,000 New
WF
1282
WealthTrust Fairport
Ohio
$411K 2,978 -116 -4%
CCT
1283
Capital City Trust
Florida
$411K 2,975 +50 +2%
BC
1284
Burney Company
Virginia
$405K 2,929 -250 -8%
SC
1285
Stratford Consulting
Texas
$404K 2,922 – –
AIM
1286
Allen Investment Management
New York
$404K 2,927 +973 +50%
QGM
1287
Quality Growth Management
California
$401K 2,900 – –
PAM
1288
Palisade Asset Management
Minnesota
$401K 2,902 – –
JAFL
1289
Jay A. Fishman Ltd
Michigan
$401K 2,900 +550 +23%
NIM
1290
NuWave Investment Management
New Jersey
$400K 2,891 +2,461 +572%
EB
1291
Eastern Bank
Massachusetts
$398K 2,883 +200 +7%
CISOA
1292
Capital Investment Services of America
Wisconsin
$394K 2,850 +50 +2%
TSWM
1293
Triangle Securities Wealth Management
North Carolina
$390K 2,820 – –
BCM
1294
Beck Capital Management
Texas
$387K 2,820 -50 -2%
HI
1295
HBK Investments
Texas
$387K 2,800 +2,800 New
FC
1296
Forte Capital
New York
$387K 2,802 +2,802 New
FBT
1297
Founders Bank & Trust
Michigan
$385K 2,786 – –
OSNBOA
1298
Old Second National Bank of Aurora
Illinois
$381K 2,756 – –
FMW
1299
Farr Miller & Washington
District of Columbia
$376K 2,725 – –
MA
1300
Marshwinds Advisory
Georgia
$373K 2,700 -70 -3%
50 51
52
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