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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
+$224M
2
State Street
State Street
Massachusetts
+$173M
3
Goldman Sachs
Goldman Sachs
New York
+$140M
4
GIM
Greylin Investment Management
Virginia
+$103M
5
Morgan Stanley
Morgan Stanley
New York
+$98.7M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$593M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$175M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$76.3M
4
CA
Commerzbank Aktiengesellschaft
Germany
-$65M
5
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
-$60.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
326
Perkins Investment Management
Illinois
$18M -$1.2M -10,131 -6%
Nisa Investment Advisors
327
Nisa Investment Advisors
Missouri
$18M -$216K -1,820 -1%
RG
328
Rathbones Group
United Kingdom
$17.9M -$218K -1,840 -1%
DOA
329
D'Orazio & Associates
Virginia
$17.9M +$17.9M +150,581 New
CEP
330
Chicago Equity Partners
Illinois
$17.8M -$1.17M -9,905 -6%
CCA
331
Covey Capital Advisors
Georgia
$17.7M +$17.7M +149,218 New
LI
332
LMCG Investments
Massachusetts
$17.6M -$418K -3,524 -2%
KRS
333
Kentucky Retirement Systems
Kentucky
$17.6M -$106K -893 -0.6%
WI
334
Wafra Inc
New York
$17.6M – – –
TAM
335
Tocqueville Asset Management
New York
$17.5M +$2.1M +17,719 +14%
Nomura Holdings
336
Nomura Holdings
Japan
$17.4M -$25.8M -217,720 -60%
LSERS
337
Louisiana State Employees Retirement System
Louisiana
$17.2M +$17.2M +144,900 New
AMAL
338
Asset Management Advisors LLC
Oklahoma
$17.1M +$17.1M +143,901 New
ACA
339
Anchor Capital Advisors
Massachusetts
$17M -$988K -8,331 -5%
FAM
340
Fenimore Asset Management
New York
$16.8M +$80.7K +681 +0.5%
DWM
341
Destination Wealth Management
California
$16.7M -$315K -2,661 -2%
Zurich Cantonal Bank
342
Zurich Cantonal Bank
Switzerland
$16.7M +$263K +2,217 +2%
RJFSA
343
Raymond James Financial Services Advisors
Florida
$16.7M -$150K -1,264 -0.9%
CC
344
Curian Capital
Colorado
$16.6M +$838K +7,069 +5%
Massachusetts Financial Services
345
Massachusetts Financial Services
Massachusetts
$16.3M -$2.95M -24,905 -15%
OA
346
OFI Advisors
Pennsylvania
$16.3M +$1.81M +15,275 +13%
AAM
347
Aberdeen Asset Management
United Kingdom
$16.2M – – –
JWA
348
JFS Wealth Advisors
Pennsylvania
$16.1M -$487K -4,110 -3%
LTFS
349
Ladenburg Thalmann Financial Services
Florida
$16.1M +$590K +4,979 +4%
ABC
350
Associated Banc-Corp
Wisconsin
$16.1M +$1.65M +13,922 +11%
12 13
14
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