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 %
ID
201
Integral Derivatives
New York
$43.2M +$43.2M +345,947 New
CBOA
202
Commonwealth Bank of Australia
Australia
$42.8M +$1.89M +15,121 +5%
CC
203
Cannell & Co
New York
$42.4M +$42.1M +336,766 +11,816%
Nordea Investment Management
204
Nordea Investment Management
Sweden
$42.2M -$96.9K -775 -0.2%
Franklin Resources
205
Franklin Resources
California
$41.9M +$494K +3,950 +1%
CIBC Asset Management
206
CIBC Asset Management
Ontario, Canada
$41.3M -$2.69M -21,552 -6%
IGIM
207
I.G. Investment Management
Manitoba, Canada
$40.9M +$17.2M +137,691 +73%
N
208
Natixis
France
$40.8M -$44.4M -355,611 -52%
URS
209
Utah Retirement Systems
Utah
$40.4M +$275K +2,200 +0.7%
FRM
210
Foundation Resource Management
Arkansas
$40M -$1.07M -8,582 -3%
VNIM
211
Vaughan Nelson Investment Management
Texas
$39.8M +$39.8M +318,625 New
LWM
212
Lenox Wealth Management
Ohio
$39.8M -$1.92M -15,397 -5%
SAA
213
Southeast Asset Advisors
Georgia
$39.6M +$451K +3,607 +1%
Thrivent Financial for Lutherans
214
Thrivent Financial for Lutherans
Minnesota
$39.4M +$981K +7,850 +3%
PTC
215
Philadelphia Trust Company
Pennsylvania
$39.3M +$1.25M +10,022 +3%
ACM
216
AKRE Capital Management
Virginia
$39M +$1.12M +8,978 +3%
SCM
217
Smead Capital Management
Arizona
$38.5M +$13.2M +105,487 +52%
OI
218
Oakbrook Investments
Illinois
$38.2M -$6.9M -55,239 -15%
GIBU
219
Gulf International Bank (UK)
United Kingdom
$38M +$549K +4,393 +1%
Asset Management One
220
Asset Management One
Japan
$37.4M -$38.5K -309 -0.1%
BC
221
Bartlett & Co
Ohio
$36.3M +$2.47M +19,798 +7%
TRSOTSOK
222
Teachers Retirement System of the State of Kentucky
Kentucky
$36.1M -$625K -5,000 -2%
FCM
223
Fairholme Capital Management
Florida
$36.1M -$52.6M -421,300 -59%
OTPPB
224
Ontario Teachers' Pension Plan Board
Ontario, Canada
$35.9M -$8.19M -65,573 -19%
OPERF
225
Oregon Public Employees Retirement Fund
Oregon
$35.7M +$200K +1,600 +0.6%
7 8
9
10 11