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Berkshire Hathaway Class B

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

51% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 59

14% more call options, than puts

Call options by funds: $964M | Put options by funds: $845M

12% more funds holding in top 10

Funds holding in top 10: 213239 (+26)

6% more capital invested

Capital invested by funds: $91.9B → $97.7B (+$5.87B)

1% more funds holding

Funds holding: 1,4511,467 (+16)

5% more repeat investments, than reductions

Existing positions increased: 578 | Existing positions reduced: 553

0.15% more ownership

Funds ownership: 66.28%66.43% (+0.15%)

Holders
1,467
Holders Change
+16
Holders Change %
+1.1%
% of All Funds
42.37%
Holding in Top 10
239
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+12.21%
% of All Funds
6.9%
New
89
Increased
578
Reduced
553
Closed
59
Calls
$964M
Puts
$845M
Net Calls
+$119M
Net Calls Change
+$79.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.97B +$408M +3,489,707 +5%
Gates Foundation Trust
2
Gates Foundation Trust
Washington
$9.63B -$584M -5,000,000 -6%
State Street
3
State Street
Massachusetts
$9.48B -$214M -1,834,725 -2%
BIT
4
BlackRock Institutional Trust
California
$5.77B +$46.5M +398,218 +0.9%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.63B +$256M +2,188,890 +12%
Northern Trust
6
Northern Trust
Illinois
$2.62B -$30.3M -259,660 -1%
BFA
7
BlackRock Fund Advisors
California
$2.02B +$26.5M +226,710 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.72B +$20.5M +175,754 +1%
Eagle Capital Management (New York)
9
Eagle Capital Management (New York)
New York
$1.68B +$94.1M +805,597 +6%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.65B +$375M +3,211,080 +32%
BG
11
BlackRock Group
United Kingdom
$1.12B +$29.3M +250,340 +3%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$1.09B +$51.4M +439,698 +5%
TCIM
13
TIAA CREF Investment Management
New York
$991M -$16.9M -144,435 -2%
Boston Partners
14
Boston Partners
Massachusetts
$954M +$82.1M +702,885 +10%
AllianceBernstein
15
AllianceBernstein
Tennessee
$909M +$90.8M +776,724 +12%
FMI
16
Fiduciary Management Inc
Wisconsin
$829M -$20.7M -177,112 -3%
Morgan Stanley
17
Morgan Stanley
New York
$781M -$53.3M -456,142 -7%
JP Morgan Chase
18
JP Morgan Chase
New York
$732M +$2.49M +21,279 +0.4%
Wells Fargo
19
Wells Fargo
California
$679M +$8.48M +72,543 +1%
BBHC
20
Brown Brothers Harriman & Co
New York
$670M +$26.7M +228,513 +4%
Bank of America
21
Bank of America
North Carolina
$668M -$10.7M -91,629 -2%
Fisher Asset Management
22
Fisher Asset Management
Washington
$640M -$8.31M -71,085 -1%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$637M -$3.88M -33,241 -0.6%
UBS AM
24
UBS AM
Illinois
$628M +$57.9M +495,420 +11%
Goldman Sachs
25
Goldman Sachs
New York
$623M -$72.5M -620,146 -11%