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 %
FGA
1401
Flood Gamble Associates
New York
$228K 1,624 – –
HCM
1402
Hengehold Capital Management
Ohio
$228K 1,650 – –
NC
1403
NewSquare Capital
Pennsylvania
$228K 1,650 +700 +74%
TBNY
1404
Trustco Bank (New York)
New York
$225K 1,632 – –
WIM
1405
Wilen Investment Management
Florida
$225K 2,250 – –
DAC
1406
Dividend Assets Capital
South Carolina
$225K 1,628 +1,628 New
MG
1407
MDE Group
New Jersey
$223K 1,612 – –
HIM
1408
Hillsdale Investment Management
Ontario, Canada
$221K 1,600 -300 -16%
FA
1409
FCG Advisors
New Jersey
$220K 1,942 -1,456 -43%
HCMT
1410
Highland Capital Management (Tennessee)
Tennessee
$218K 1,580 +1,580 New
AC
1411
Alexandria Capital
Virginia
$216K 1,565 – –
CTB
1412
Country Trust Bank
Illinois
$214K 1,550 – –
SIA
1413
SeaBridge Investment Advisors
New Jersey
$214K 1,550 – –
PPSG
1414
Princeton Portfolio Strategies Group
New Jersey
$214K 1,550 +1,550 New
PCA
1415
Private Capital Advisors
Connecticut
$214K 1,550 +1,550 New
IFB
1416
iAB Financial Bank
Indiana
$213K 1,540 +1,540 New
CBT
1417
Central Bank & Trust
Kentucky
$212K 1,535 +50 +3%
BRWM
1418
B. Riley Wealth Management
Tennessee
$211K 1,532 -4,800 -76%
WSC
1419
Wellington Shields & Co
New York
$211K 1,525 +1,525 New
NA
1420
Nottingham Advisors
New York
$210K 1,525 +1,525 New
LOCB
1421
Lombard Odier & Cie (Bahamas)
Bahamas
$209K 1,515 – –
KIC
1422
Keating Investment Counselors
Florida
$209K 1,510 +1,510 New
FM
1423
Foster & Motley
Ohio
$209K 1,511 +1,511 New
FPCP
1424
Fort Point Capital Partners
California
$208K 1,509 +1,509 New
SGC
1425
South Georgia Capital
Illinois
$207K 1,500 – –
55 56
57
58 59