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 %
State Farm Mutual Automobile Insurance
1276
State Farm Mutual Automobile Insurance
Illinois
$595K – – –
MSR
1277
Main Street Research
Connecticut
$594K +$7.51K +50 +1%
FA
1278
FCG Advisors
New Jersey
$589K +$295K +1,951 +100%
IIA
1279
IPG Investment Advisors
California
$586K +$85.6K +570 +17%
IT
1280
Independence Trust
Tennessee
$586K +$5.26K +35 +0.9%
BT
1281
Brandywine Trust
Delaware
$582K – – –
TF
1282
Tompkins Financial
New York
$582K +$21K +140 +4%
BIM
1283
Barton Investment Management
Pennsylvania
$580K – – –
GCMG
1284
Gyroscope Capital Management Group
Florida
$579K +$579K +3,856 New
TCOT
1285
Trust Company of Toledo
Ohio
$577K +$15.6K +104 +3%
JCM
1286
Janney Capital Management
Pennsylvania
$576K – – –
CPA
1287
Cowen Prime Advisors
New York
$576K – – –
HHGA
1288
Halbert Hargrove Global Advisors
California
$572K -$7.96K -53 -1%
MCM
1289
MV Capital Management
Maryland
$572K +$572K +3,809 New
AIM
1290
Allen Investment Management
New York
$571K +$132K +879 +30%
SAMC
1291
Shinko Asset Management Company
Japan
$570K -$75K -500 -12%
PFS
1292
Prospera Financial Services
Texas
$570K +$84.1K +560 +17%
DP
1293
Dearborn Partners
Illinois
$568K -$30K -200 -5%
LA
1294
Lynch & Associates
Indiana
$563K -$6.75K -45 -1%
AA
1295
ALPS Advisors
Colorado
$560K -$75.7K -504 -12%
FWSM
1296
First Wilshire Securities Management
California
$560K -$41.3K -275 -7%
WPC
1297
White Pine Capital
Minnesota
$556K -$30.1K -200 -5%
JWM
1298
Jacobus Wealth Management
Wisconsin
$554K -$17.3K -115 -3%
WAM
1299
Wood Asset Management
Florida
$552K -$4.2M -27,962 -88%
BRWM
1300
B. Riley Wealth Management
Tennessee
$552K +$322K +2,146 +140%
50 51
52
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