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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 %
NIS
1651
National Investment Services
Wisconsin
– -$2.6M -18,838 Closed
NJBEST
1652
New Jersey Better Educational Savings Trust
New Jersey
– -$2.35M -17,000 Closed
LW
1653
Linscomb Wealth
Texas
– -$1.58M -11,451 Closed
OAM
1654
Orinda Asset Management
California
– -$1.24M -9,000 Closed
FFA
1655
Fragasso Financial Advisors
Pennsylvania
– -$1.22M -8,834 Closed
WA
1656
WESPAC Advisors
California
– -$953K -6,897 Closed
PA
1657
Paracle Advisors
Washington
– -$765K -5,540 Closed
AP
1658
Atwood & Palmer
Missouri
– -$719K -5,207 Closed
HR
1659
Howe & Rusling
New York
– -$718K -5,195 Closed
AWA
1660
ARS Wealth Advisors
Florida
– -$694K -5,024 Closed
Verition Fund Management
1661
Verition Fund Management
Connecticut
– -$683K -4,941 Closed
Capstone Investment Advisors
1662
Capstone Investment Advisors
New York
– -$618K -4,478 Closed
CCA
1663
Catalyst Capital Advisors
New York
– -$525K -3,800 Closed
ST
1664
Spot Trading
Illinois
– -$454K -3,287 Closed
FCBT
1665
First Citizens Bank & Trust
North Carolina
– -$429K -3,103 Closed
BC
1666
Burney Company
Virginia
– -$405K -2,929 Closed
HI
1667
HBK Investments
Texas
– -$387K -2,800 Closed
IUAM
1668
Itau USA Asset Management
New York
– -$290K -2,100 Closed
PCM
1669
Peg Capital Management
New Hampshire
– -$276K -2,000 Closed
HCM
1670
Hengehold Capital Management
Ohio
– -$228K -1,650 Closed
UBV
1671
United Bank (Virginia)
Virginia
– -$207K -1,505 Closed
PL
1672
Parkwood LLC
Ohio
– -$205K -1,481 Closed
FAAM
1673
First Allied Asset Management
California
– -$203K -1,455 Closed
GSBTD
1674
Glenview State Bank Trust Department
Illinois
– -$200K -1,450 Closed
SCA
1675
Strategic Capital Alternatives
United States
– -$185K -1,340 Closed
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