BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,349 hedge funds and large institutions have $87.1B invested in Berkshire Hathaway Class B in 2013 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 496 increasing their positions, 512 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,349
Holders Change
+22
Holders Change %
+1.66%
% of All Funds
43.76%
Holding in Top 10
207
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.17%
% of All Funds
6.71%
New
73
Increased
496
Reduced
512
Closed
44
Calls
$1.05B
Puts
$989M
Net Calls
+$65.5M
Net Calls Change
-$20.3M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.41B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$317M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$207M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$161M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$120M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$404M
2
Swiss National Bank
Swiss National Bank
Switzerland
-$127M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$127M
4
TCIM
TIAA CREF Investment Management
New York
-$106M
5
BIT
BlackRock Institutional Trust
California
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
JVBC
276
J.V. Bruni & Co
Colorado
$21.9M -$54.3K -478 -0.2%
AC
277
Ascend Capital
California
$21.9M -$11.7M -103,125 -35%
EWM
278
Evercore Wealth Management
New York
$21.9M +$40.6K +358 +0.2%
EIA
279
Edgemoor Investment Advisors
Maryland
$21.8M -$185K -1,627 -0.8%
Wellington Management Group
280
Wellington Management Group
Massachusetts
$21.4M -$581K -5,123 -3%
RI
281
RWWM Inc
California
$21.3M -$48.4K -426 -0.2%
CC
282
Capital Counsel
New York
$21.3M +$136K +1,197 +0.6%
SCM
283
Smead Capital Management
Arizona
$21.2M +$3.32M +29,218 +19%
DekaBank Deutsche Girozentrale
284
DekaBank Deutsche Girozentrale
Germany
$21.1M +$7.57M +66,595 +56%
LWCFA
285
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20.7M -$64.2K -566 -0.3%
HCM
286
Habrok Capital Management
United Kingdom
$20.4M -$5.11M -45,000 -20%
PL
287
Parthenon LLC
Kentucky
$20.4M -$187K -1,650 -0.9%
JPMPWA
288
J.P. Morgan Private Wealth Advisors
California
$20.4M +$2.13M +18,725 +12%
Arrowstreet Capital
289
Arrowstreet Capital
Massachusetts
$20.2M +$20.2M +178,360 New
DC
290
Deere & Company
Illinois
$20.2M +$98.8K +870 +0.5%
HCM
291
Horan Capital Management
Maryland
$20M -$361K -3,183 -2%
GCM
292
GoodHaven Capital Management
New Jersey
$19.7M – – –
FCBT
293
First Citizens Bank & Trust
North Carolina
$19.7M +$554K +4,880 +3%
NIM
294
Northeast Investment Management
Massachusetts
$19.6M +$1.69M +14,895 +9%
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$19.6M -$231K -2,031 -1%
WBC
296
Westpac Banking Corp
Australia
$19.5M +$2.56M +22,585 +15%
SIC
297
Salem Investment Counselors
North Carolina
$19.5M +$6.81K +60 +0%
BHIA
298
Birch Hill Investment Advisors
Massachusetts
$19.2M -$315K -2,775 -2%
FFA
299
First Foundation Advisors
California
$19.1M +$312K +2,746 +2%
AIMCA
300
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$19M -$3.73M -32,900 -16%
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