BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,467 hedge funds and large institutions have $97.7B invested in Berkshire Hathaway Class B in 2014 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 578 increasing their positions, 553 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,467
Holders Change
+16
Holders Change %
+1.1%
% of All Funds
42.4%
Holding in Top 10
239
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+12.21%
% of All Funds
6.91%
New
89
Increased
578
Reduced
553
Closed
59
Calls
$964M
Puts
$845M
Net Calls
+$119M
Net Calls Change
+$79.6M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$9.97B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.65B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$2.63B
4
WP
Wedgewood Partners
Missouri
$543M
5
WM
WS Management
Florida
$554M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$9.63B
2
Primecap Management
Primecap Management
California
$0
3
State Street
State Street
Massachusetts
$9.48B
4
NFA
Nationwide Fund Advisors
Ohio
$0
5
Citadel Advisors
Citadel Advisors
Florida
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
151
Davenport & Co
Virginia
$75.3M +$106K +845 +0.1%
TSU
152
TD Securities (USA)
New York
$73.8M -$5.54M -44,324 -7%
MAA
153
Managed Account Advisors
New Jersey
$72.1M -$9.53M -76,284 -12%
SOMRS
154
State of Michigan Retirement System
Michigan
$70.1M +$375K +3,000 +0.5%
MIH
155
Madison Investment Holdings
Wisconsin
$69.8M -$2.27M -18,138 -3%
ASRS
156
Arizona State Retirement System
Arizona
$69.1M -$637K -5,100 -0.9%
PP
157
Prospector Partners
Connecticut
$68.9M -$3.62M -29,000 -5%
Los Angeles Capital Management
158
Los Angeles Capital Management
California
$68.8M -$810K -6,478 -1%
DI
159
Dalton Investments
Nevada
$68.2M -$3.95M -31,600 -5%
GC
160
Guggenheim Capital
Illinois
$67.9M -$505K -4,043 -0.7%
1832 Asset Management
161
1832 Asset Management
Ontario, Canada
$67.9M +$67.9M +550,045 New
OCAM
162
Onex Canada Asset Management
Ontario, Canada
$66.7M -$6.29M -50,335 -9%
IVA
163
International Value Advisers
$66.4M +$46.2M +369,471 +229%
PP
164
Prudential plc
United Kingdom
$65.8M +$856K +6,850 +1%
HFS
165
HL Financial Services
Kentucky
$64.7M +$1.8M +14,410 +3%
FQ
166
First Quadrant
California
$64.1M +$1M +8,007 +2%
Artisan Partners
167
Artisan Partners
Wisconsin
$63.6M -$6.09M -48,719 -9%
USAA
168
United Services Automobile Association
Texas
$63.4M +$1.41M +11,275 +2%
TGCM
169
Tukman Grossman Capital Management
California
$61M -$775K -6,200 -1%
DWA
170
Douglass Winthrop Advisors
New York
$60.9M +$1.8M +14,419 +3%
SWITC
171
Stewart West Indies Trading Company
Colorado
$60.6M – – –
Public Employees Retirement Association of Colorado
172
Public Employees Retirement Association of Colorado
Colorado
$60.5M -$423K -3,388 -0.7%
HK
173
Horizon Kinetics
New York
$59.8M -$1.94M -15,503 -3%
AC
174
Ascend Capital
California
$59.4M +$59.4M +475,366 New
EIM
175
ExxonMobil Investment Management
Texas
$58.9M +$361K +2,889 +0.6%
5 6
7
8 9