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 %
FMLI
1376
Fukoku Mutual Life Insurance
Japan
$276K 2,000 – –
BSWMG
1377
Barrington Strategic Wealth Management Group
Illinois
$269K 1,946 +124 +7%
RSS
1378
Rosenblum Silverman Sutton
California
$269K 1,950 +1,950 New
IWC
1379
Integrated Wealth Counsel
California
$268K 1,940 – –
YP
1380
Yellowstone Partners
Idaho
$263K 1,902 +1,902 New
GA
1381
Geller Advisors
New York
$263K 1,906 +1,906 New
CAM
1382
Centre Asset Management
New York
$261K 1,890 -8,890 -82%
CYG
1383
Clean Yield Group
Vermont
$261K 1,887 – –
MAA
1384
Matrix Asset Advisors
New York
$257K 1,863 +13 +0.7%
STMM
1385
South Texas Money Management
Texas
$254K 1,839 +65 +4%
HCM
1386
Hodges Capital Management
Texas
$250K 1,811 – –
IIC
1387
Ironwood Investment Counsel
Arizona
$249K 1,800 – –
CHC
1388
City Holding Co
West Virginia
$248K 1,796 – –
RP
1389
Riverbridge Partners
Minnesota
$248K 1,797 – –
PFC
1390
Phocas Financial Corp
California
$247K 1,788 -220 -11%
TAM
1391
Trillium Asset Management
Massachusetts
$245K 1,773 +1,773 New
AEPG
1392
American Economic Planning Group
New Jersey
$245K 1,774 +1,774 New
SMC
1393
Smith, Moore & Co
Missouri
$240K 1,738 +75 +5%
CHJWM
1394
Carlton Hofferkamp & Jenks Wealth Management
Texas
$240K 1,755 +135 +8%
PC
1395
Permit Capital
Pennsylvania
$238K 1,725 – –
PWAP
1396
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$238K 1,724 – –
LCP
1397
Legacy Capital Partners
Wisconsin
$235K 1,698 -300 -15%
FCIM
1398
Fairview Capital Investment Management
California
$235K 1,700 +1,700 New
First Eagle Investment Management
1399
First Eagle Investment Management
New York
$231K 1,669 – –
FIM
1400
Fernwood Investment Management
Massachusetts
$229K 1,660 – –
54 55
56
57 58