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 %
MAA
151
Managed Account Advisors
New Jersey
$84.3M +$1.59M +10,584 +2%
Korea Investment Corp
152
Korea Investment Corp
South Korea
$84.3M -$5.42M -36,100 -6%
IVA
153
International Value Advisers
$84.2M +$310K +2,066 +0.4%
ASRS
154
Arizona State Retirement System
Arizona
$83.1M +$495K +3,300 +0.6%
OCAM
155
Onex Canada Asset Management
Ontario, Canada
$82.7M +$10.3M +68,381 +14%
Bank of Nova Scotia
156
Bank of Nova Scotia
Ontario, Canada
$80.4M +$74M +493,098 +1,155%
SI
157
Scharf Investments
California
$79M +$6.07M +40,411 +8%
HFS
158
HL Financial Services
Kentucky
$78.7M +$1.52M +10,130 +2%
LPL Financial
159
LPL Financial
California
$78.1M +$5.75M +38,305 +8%
TG
160
TCW Group
California
$77.5M -$57.5M -382,643 -43%
PP
161
Prudential plc
United Kingdom
$76.8M -$2.91M -19,400 -4%
USAA
162
United Services Automobile Association
Texas
$76.8M +$1.07M +7,105 +1%
DWA
163
Douglass Winthrop Advisors
New York
$75.8M -$11.1K -74 -0%
FQ
164
First Quadrant
California
$75.5M -$2.22M -14,766 -3%
HIMCH
165
Hartford Investment Management Co (HIMCO)
Connecticut
$75.2M +$8.61M +57,351 +13%
DI
166
Dalton Investments
Nevada
$74.4M -$17.4M -115,750 -19%
VRS
167
Virginia Retirement Systems
Virginia
$74.3M +$5.22M +34,763 +8%
SWITC
168
Stewart West Indies Trading Company
Colorado
$72.8M – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
169
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$70.7M -$12M -79,700 -14%
TGCM
170
Tukman Grossman Capital Management
California
$70.3M -$3.53M -23,500 -5%
Public Employees Retirement Association of Colorado
171
Public Employees Retirement Association of Colorado
Colorado
$69.3M -$150K -999 -0.2%
KeyBank National Association
172
KeyBank National Association
Ohio
$69.1M -$1.24M -8,287 -2%
JIM
173
Jupiter Investment Management
United Kingdom
$69M +$69M +459,792 New
Aviva
174
Aviva
United Kingdom
$68.6M +$105K +699 +0.2%
IRF
175
IBM Retirement Fund
New York
$66.9M -$296K -1,974 -0.4%
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