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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 %
LTFS
351
Ladenburg Thalmann Financial Services
Florida
$14.9M -$69.5K -612 -0.5%
ICM
352
Intrepid Capital Management
Florida
$14.8M -$28.9K -255 -0.2%
BTP
353
Bloom Tree Partners
New York
$14.8M – – –
RFC
354
Regions Financial Corp
Alabama
$14.7M +$84.5K +744 +0.6%
TAM
355
Tocqueville Asset Management
New York
$14.7M -$3.22M -28,380 -18%
CTC
356
Central Trust Company
Missouri
$14.5M +$217K +1,913 +2%
PI
357
Placemark Investments
Illinois
$14.3M +$496K +4,368 +4%
NPA
358
Nichols & Pratt Advisers
Massachusetts
$14.3M -$635K -5,597 -4%
Cambridge Investment Research Advisors
359
Cambridge Investment Research Advisors
Iowa
$14.2M +$1.63M +14,357 +13%
GG
360
Gofen & Glossberg
Illinois
$14.2M +$140K +1,235 +1%
SIM
361
Sentry Investment Management
Wisconsin
$14.2M +$3.96M +34,865 +39%
UAM
362
UAS Asset Management
New York
$14.1M -$2.84K -25 -0%
DILH
363
Dai-ichi Life Holdings
Japan
$14.1M +$48.8K +430 +0.3%
GIA
364
Granite Investment Advisors
New Hampshire
$14M -$481K -4,237 -3%
ABC
365
Associated Banc-Corp
Wisconsin
$13.9M -$766K -6,745 -5%
OA
366
OFI Advisors
Pennsylvania
$13.8M +$176K +1,550 +1%
FT
367
Fiduciary Trust
Massachusetts
$13.7M -$332K -2,927 -2%
WCM
368
Wedge Capital Management
North Carolina
$13.7M -$328K -2,890 -2%
SCA
369
STALEY CAPITAL ADVISERS
Pennsylvania
$13.6M +$34.1K +300 +0.3%
BCI
370
Brinker Capital Investments
Pennsylvania
$13.5M -$290K -2,556 -2%
WF
371
Welch & Forbes
Massachusetts
$13.5M -$176K -1,550 -1%
CAG
372
Crestwood Advisors Group
Massachusetts
$13.5M -$26.6K -234 -0.2%
PCM
373
Parsons Capital Management
Rhode Island
$13.3M -$83.8K -738 -0.6%
MA
374
Menlo Advisors
California
$13.1M – – –
VNIM
375
Vaughan Nelson Investment Management
Texas
$13.1M +$644K +5,675 +5%
13 14
15
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