BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,451 hedge funds and large institutions have $91.9B invested in Berkshire Hathaway Class B in 2013 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 524 increasing their positions, 504 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,451
Holders Change
+102
Holders Change %
+7.56%
% of All Funds
42.14%
Holding in Top 10
213
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.9%
% of All Funds
6.19%
New
167
Increased
524
Reduced
504
Closed
49
Calls
$1.13B
Puts
$1.09B
Net Calls
+$39.5M
Net Calls Change
-$26M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$984M
2
State Street
State Street
Massachusetts
$9.21B
3
Goldman Sachs
Goldman Sachs
New York
$664M
4
GIM
Greylin Investment Management
Virginia
$103M
5
Morgan Stanley
Morgan Stanley
New York
$795M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$9.73B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$692M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$2.24B
4
CA
Commerzbank Aktiengesellschaft
Germany
$75.7M
5
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRIM
301
Saratoga Research & Investment Management
California
$20.5M +$729K +6,149 +4%
GCM
302
GoodHaven Capital Management
New Jersey
$20.5M -$90.1K -760 -0.4%
NG
303
NatWest Group
United Kingdom
$20.5M +$4.24M +35,771 +26%
HCM
304
Horan Capital Management
Maryland
$20.5M -$387K -3,266 -2%
WBC
305
Westpac Banking Corp
Australia
$20.4M -$15.2K -128 -0.1%
MIM
306
Martin Investment Management
Florida
$20.3M +$1.47M +12,413 +8%
CAN
307
Cetera Advisor Networks
California
$20M +$594K +4,991 +3%
Federated Hermes
308
Federated Hermes
Pennsylvania
$19.8M -$3.82M -32,235 -16%
GJCM
309
Grand Jean Capital Management
California
$19.8M -$73.3K -618 -0.4%
MJRIC
310
Mogy Joel R Investment Counsel
California
$19.7M +$86.5K +730 +0.4%
WPIC
311
White Pine Investment Company
Michigan
$19.6M +$32.2K +272 +0.2%
CAM
312
Capstone Asset Management
Texas
$19.4M -$10.7M -90,309 -36%
Lazard Asset Management
313
Lazard Asset Management
New York
$19.3M -$363K -3,063 -2%
HNB
314
Huntington National Bank
Ohio
$19.3M +$1.17M +9,871 +6%
SAM
315
Securian Asset Management
Minnesota
$19.2M -$38.7K -326 -0.2%
IVA
316
International Value Advisers
$19.2M +$873K +7,367 +5%
ACM
317
Alta Capital Management
Utah
$19.1M +$998K +8,417 +6%
PI
318
Placemark Investments
Illinois
$19.1M +$4.11M +34,692 +27%
BHIA
319
Birch Hill Investment Advisors
Massachusetts
$18.9M -$1.12M -9,475 -6%
BCM
320
Bridgeway Capital Management
Texas
$18.9M +$96K +810 +0.5%
CB
321
Commerce Bank
Missouri
$18.6M -$228K -1,926 -1%
OC
322
Oppenheimer & Co
New York
$18.4M +$1.34M +11,271 +8%
FAM
323
Fred Alger Management
New York
$18.2M – – –
LI
324
Lafayette Investments
Maryland
$18M -$317K -2,675 -2%
BBI
325
Baxter Bros Inc
Connecticut
$18M -$194K -1,633 -1%
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