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 %
CA
1376
Cortland Associates
Missouri
$406K -$49.5K -330 -11%
MA
1377
Marshwinds Advisory
Georgia
$405K – – –
SCA
1378
Stonebridge Capital Advisors
Minnesota
$404K +$3K +20 +0.7%
ACP
1379
Ashfield Capital Partners
California
$403K – – –
BMC
1380
Benin Management Corp
Connecticut
$402K +$37.5K +250 +10%
FC
1381
Financial Consulate
Maryland
$399K +$399K +2,659 New
MPM
1382
Meritage Portfolio Management
Kansas
$398K – – –
WMC
1383
Westwood Management Corporation
Illinois
$398K – – –
LH
1384
Lebenthal Holdings
New York
$396K +$396K +2,641 New
RAM
1385
Riggs Asset Management
Pennsylvania
$394K – – –
AIM
1386
Acropolis Investment Management
Missouri
$392K – – –
MAM
1387
Marquette Asset Management
Minnesota
$390K – – –
CWA
1388
Constellation Wealth Advisors
New York
$390K – – –
EB
1389
Eastern Bank
Massachusetts
$387K -$44.9K -300 -10%
FC
1390
Farley Capital
New York
$386K – – –
CCM
1391
Carlson Capital Management
Minnesota
$386K +$17.9K +119 +5%
PVH
1392
Psagot Value Holdings
Israel
$385K -$3.75K -25 -1%
TCB
1393
Texas Capital Bancshares
Texas
$384K +$33.5K +223 +10%
RTS
1394
Round Table Services
New Jersey
$383K – – –
CIC
1395
Cornercap Investment Counsel
Georgia
$379K – – –
CWM
1396
Confluence Wealth Management
Oregon
$375K – – –
VFP
1397
Verus Financial Partners
Virginia
$371K – – –
GAG
1398
GM Advisory Group
New York
$371K – – –
HP
1399
HT Partners
Connecticut
$370K – – –
MBE
1400
Michael B. Elefante
$368K -$443K -2,950 -55%
54 55
56
57 58