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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 %
KeyBank National Association
176
KeyBank National Association
Ohio
$58.7M +$6.56M +52,511 +13%
MAMU
177
Marathon Asset Management (UK)
United Kingdom
$58.4M +$16.9M +135,183 +41%
SBCM
178
Schwerin Boyle Capital Management
Massachusetts
$57.9M +$1.34M +10,730 +2%
VRS
179
Virginia Retirement Systems
Virginia
$57.8M +$8.29M +66,299 +17%
HIMCH
180
Hartford Investment Management Co (HIMCO)
Connecticut
$57.8M -$668K -5,343 -1%
VDBMI
181
Van Den Berg Management I
Texas
$57.4M -$359K -2,870 -0.6%
IRF
182
IBM Retirement Fund
New York
$57.2M -$31.9M -254,631 -36%
Aviva
183
Aviva
United Kingdom
$56.8M +$2.27M +18,146 +4%
Korea Investment Corp
184
Korea Investment Corp
South Korea
$55.6M +$3.06M +24,500 +6%
LPL Financial
185
LPL Financial
California
$55.5M -$824K -6,596 -1%
BMO
186
Beck Mack & Oliver
New York
$54.3M -$4.03M -32,247 -7%
ACI
187
AMP Capital Investors
Australia
$53.4M +$6.72M +54,405 +14%
TBC
188
Tweedy, Browne Co
Connecticut
$51.6M – – –
HCM
189
Highbridge Capital Management
New York
$51.5M -$616K -4,929 -1%
BO
190
BRR OpCo
Ohio
$50.4M +$886K +7,088 +2%
SI
191
Scharf Investments
California
$49.8M +$2.1M +16,816 +4%
ERSOT
192
Employees Retirement System of Texas
Texas
$49.2M -$2.87M -23,000 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
193
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$49.1M -$3.2M -25,600 -6%
AL
194
Aspiriant LLC
California
$48.8M -$967K -7,740 -2%
LC
195
Lourd Capital
California
$48.3M -$10.7M -85,766 -18%
MSA
196
Mason Street Advisors
Wisconsin
$48.1M +$400K +3,200 +0.8%
TAM
197
Timucuan Asset Management
Florida
$47.9M +$303K +2,427 +0.6%
PMG
198
Private Management Group
California
$46.1M -$42.5K -340 -0.1%
Nomura Holdings
199
Nomura Holdings
Japan
$46M +$27.7M +221,880 +151%
GLA
200
Great Lakes Advisors
Illinois
$45.3M +$1.65M +13,166 +4%
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