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
$12.4B
2
Vanguard Group
Vanguard Group
Pennsylvania
$13.1B
3
BFA
BlackRock Fund Advisors
California
$2.92B
4
Credit Agricole
Credit Agricole
France
$451M
5
Ameriprise
Ameriprise
Minnesota
$793M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$11.8B
2
SAM
Southeastern Asset Management
Tennessee
$2.52M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.58B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.15B
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$698M
Name Holding Trade Value Shares
Change 		Shares
Change %
GXMC
1626
Global X Management Company
New York
$25K +$5.09K +34 +26%
APFBOT
1627
Amica Pension Fund Board of Trustees
Rhode Island
$24K – – –
AIM
1628
Acuity Investment Management
Ontario, Canada
$23K – – –
OFS
1629
Orrstown Financial Services
Pennsylvania
$23K – – –
CAL
1630
Capital Analysts LLC
Pennsylvania
$15K – – –
HCM
1631
Horrell Capital Management
Arkansas
$15K – – –
JAM
1632
JCIC Asset Management
Ontario, Canada
$15K – – –
CAL
1633
Capital Advisors Ltd
Ohio
$8K – – –
ST
1634
Somerset Trust
Pennsylvania
$8K +$8K +50 New
DRS
1635
Deane Retirement Strategies
Louisiana
$8K +$8K +50 New
CCMW
1636
Cypress Capital Management (Wyoming)
Wyoming
$7.51K +$7.51K +50 New
BRWA
1637
B. Riley Wealth Advisors
Florida
$7.45K +$110 +410 +2%
BPM
1638
Bowling Portfolio Management
Ohio
$4.15K -$46 -308 -1%
NG
1639
NatWest Group
United Kingdom
$3.35K -$1.08K -7,192 -24%
PWM
1640
ParenteBeard Wealth Management
Pennsylvania
$2.1K -$12K -1,805 -85%
WCM
1641
Wealthcare Capital Management
Virginia
$2K +$2K +13 New
NDSI
1642
Newman Dignan & Sheerar Inc
Rhode Island
$1.59K +$28 +186 +2%
FTC
1643
Farmers Trust Company
Ohio
$1.29K -$1.36M -8,466 -100%
H
1644
Hexavest
Quebec, Canada
– -$31.7M -229,231 Closed
ARC
1645
Absolute Return Capital
Massachusetts
– -$17.6M -127,525 Closed
WAS
1646
Winch Advisory Services
Wisconsin
– -$14.1M -102,157 Closed
WC
1647
Wexford Capital
Florida
– -$9.54M -69,035 Closed
6CM
1648
683 Capital Management
New York
– -$4.9M -35,500 Closed
LBG
1649
Lloyds Banking Group
United Kingdom
– -$4.6M -33,329 Closed
EAM
1650
Evanson Asset Management
California
– -$3.08M -22,263 Closed
64 65
66
67 68