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Berkshire Hathaway Class B

1,517 hedge funds and large institutions have $111B invested in Berkshire Hathaway Class B in 2014 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 576 increasing their positions, 567 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 36

15% more funds holding in top 10

Funds holding in top 10: 233269 (+36)

11% more capital invested

Capital invested by funds: $99.9B → $111B (+$10.9B)

2% more funds holding

Funds holding: 1,4841,517 (+33)

2% more repeat investments, than reductions

Existing positions increased: 576 | Existing positions reduced: 567

0.41% less ownership

Funds ownership: 66.74%66.32% (-0.41%)

18% less call options, than puts

Call options by funds: $1.06B | Put options by funds: $1.29B

Holders
1,517
Holders Change
+33
Holders Change %
+2.22%
% of All Funds
44.02%
Holding in Top 10
269
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+15.45%
% of All Funds
7.81%
New
77
Increased
576
Reduced
567
Closed
36
Calls
$1.06B
Puts
$1.29B
Net Calls
-$237M
Net Calls Change
-$300M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.6B +$351M +2,632,255 +3%
Gates Foundation Trust
2
Gates Foundation Trust
Washington
$11.6B +$1.54B +11,585,510 +16%
State Street
3
State Street
Massachusetts
$10.8B +$287M +2,157,603 +3%
BIT
4
BlackRock Institutional Trust
California
$6.55B +$128M +958,577 +2%
Northern Trust
5
Northern Trust
Illinois
$2.89B -$107M -805,094 -4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$2.88B +$28.6M +214,593 +1%
BFA
7
BlackRock Fund Advisors
California
$2.42B +$87.4M +655,893 +4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$2.24B +$158M +1,182,586 +8%
Eagle Capital Management (New York)
9
Eagle Capital Management (New York)
New York
$1.94B +$30.3M +227,495 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.9B +$13.6M +102,035 +0.7%
BG
11
BlackRock Group
United Kingdom
$1.3B +$23.2M +174,351 +2%
Boston Partners
12
Boston Partners
Massachusetts
$1.17B +$15.4M +115,504 +1%
TCIM
13
TIAA CREF Investment Management
New York
$995M -$27.4M -205,651 -3%
Morgan Stanley
14
Morgan Stanley
New York
$913M +$18.2M +136,379 +2%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$896M -$110M -823,030 -11%
JP Morgan Chase
16
JP Morgan Chase
New York
$896M +$76.2M +572,226 +10%
AllianceBernstein
17
AllianceBernstein
Tennessee
$890M -$120M -901,359 -12%
FMI
18
Fiduciary Management Inc
Wisconsin
$865M -$31M -232,654 -4%
Bank of America
19
Bank of America
North Carolina
$777M -$25M -187,509 -3%
BBHC
20
Brown Brothers Harriman & Co
New York
$751M -$4.19M -31,423 -0.6%
Fisher Asset Management
21
Fisher Asset Management
Washington
$751M +$2.36M +17,743 +0.3%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$744M +$38.2M +286,912 +6%
Wells Fargo
23
Wells Fargo
California
$743M -$3.32M -24,952 -0.5%
UBS AM
24
UBS AM
Illinois
$716M +$14.2M +106,938 +2%
RCG
25
Ruane, Cunniff & Goldfarb
New York
$679M +$13.5M +101,409 +2%