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Berkshire Hathaway Class B

1,484 hedge funds and large institutions have $99.9B invested in Berkshire Hathaway Class B in 2014 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 592 increasing their positions, 538 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

10% more repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 538

1% more funds holding

Funds holding: 1,4671,484 (+17)

7% more call options, than puts

Call options by funds: $968M | Put options by funds: $905M

2% more capital invested

Capital invested by funds: $97.7B → $99.9B (+$2.19B)

0.3% more ownership

Funds ownership: 66.43%66.74% (+0.3%)

3% less funds holding in top 10

Funds holding in top 10: 239233 (-6)

Holders
1,484
Holders Change
+17
Holders Change %
+1.16%
% of All Funds
42.66%
Holding in Top 10
233
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-2.51%
% of All Funds
6.7%
New
65
Increased
592
Reduced
538
Closed
41
Calls
$968M
Puts
$905M
Net Calls
+$62.7M
Net Calls Change
-$56.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
1451
James Investment Research
Ohio
$52K
NMIS
1452
Northwestern Mutual Investment Services
Wisconsin
$52K +$51.9K +410 New
AA
1453
AlphaMark Advisors
Kentucky
$51K
WCAM
1454
West Coast Asset Management
California
$50.6K +$50.6K +400 New
MUMSS
1455
Mitsubishi UFJ Morgan Stanley Securities
Japan
$43K -$17.7K -140 -29%
BCAM
1456
Boston Common Asset Management
Massachusetts
$39K
AW
1457
Alpha Windward
Massachusetts
$38K -$17.1K -135 -31%
TRCT
1458
Tower Research Capital (TRC)
New York
$38K +$37.7K +298 New
IMS
1459
Index Management Solutions
Pennsylvania
$36K -$63.3K -500 -64%
EWP
1460
Edmunds White Partners
Virginia
$32K
FIG
1461
Fusion Investment Group
Pennsylvania
$32K
NHFG
1462
New Harbor Financial Group
Massachusetts
$32K
NCM
1463
Nelson Capital Management
California
$27K +$26.6K +210 New
FMB
1464
Field & Main Bank
Kentucky
$25K -$12.7K -100 -33%
BG
1465
Bollard Group
Massachusetts
$25K
CAM
1466
Cacti Asset Management
Georgia
$25K
CIM
1467
Contravisory Investment Management
Massachusetts
$25K
SAM
1468
Shamrock Asset Management
Texas
$25K
GGHC
1469
Gilder Gagnon Howe & Co
New York
$25K +$25.3K +200 New
WTNA
1470
Wilmington Trust National Association
Delaware
$25K +$25.3K +200 New
MCM
1471
McKinley Capital Management
Alaska
$24K
SFPIA
1472
Stevens First Principles Investment Advisors
California
$23K
GXMC
1473
Global X Management Company
New York
$21K
APFBOT
1474
Amica Pension Fund Board of Trustees
Rhode Island
$20K
AIM
1475
Acuity Investment Management
Ontario, Canada
$19K