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 %
GIM
376
Greystone Investment Management
Ohio
$13.1M -$104K -915 -0.8%
MC
377
Muhlenkamp & Co
Pennsylvania
$12.9M +$43.7K +385 +0.3%
HIC
378
Harvey Investment Company
Kentucky
$12.9M -$28.9K -255 -0.2%
HI
379
Honeywell International
North Carolina
$12.8M -$25.1M -221,000 -66%
BIM
380
Bridges Investment Management
Nebraska
$12.7M +$371K +3,265 +3%
SHWM
381
Smith & Howard Wealth Management
Georgia
$12.5M +$85.6K +754 +0.7%
SFG
382
Sather Financial Group
Texas
$12.5M +$227K +2,000 +2%
OMC
383
Overbrook Management Corp
New York
$12.4M -$88.3K -778 -0.7%
KBC Group
384
KBC Group
Belgium
$12.4M +$1.56M +13,771 +14%
MLL
385
Moody Lynn & Lieberson
Massachusetts
$12.4M -$4.68M -41,210 -27%
FCAM
386
F&C Asset Management
United Kingdom
$12.3M -$175K -1,543 -1%
LMGAM
387
Liberty Mutual Group Asset Management
Massachusetts
$12.3M +$2.44M +21,524 +25%
PP
388
Palladium Partners
Virginia
$12M +$8.15M +71,810 +212%
Fuller & Thaler Asset Management
389
Fuller & Thaler Asset Management
California
$11.7M +$1.19M +10,500 +11%
DSAM
390
Dock Street Asset Management
Florida
$11.7M -$851K -7,494 -7%
HA
391
Halsey Associates
Connecticut
$11.6M -$22.7K -200 -0.2%
Luther King Capital Management (LKCM)
392
Luther King Capital Management (LKCM)
Texas
$11.6M +$425K +3,741 +4%
GD
393
Grandfield & Dodd
New York
$11.6M -$154K -1,358 -1%
RC
394
Reik & Co
New York
$11.6M – – –
QBFM
395
QS Batterymarch Financial Management
New York
$11.5M -$199K -1,752 -2%
GJIC
396
Gamble Jones Investment Counsel
California
$11.5M -$159K -1,400 -1%
MAM
397
Martingale Asset Management
Massachusetts
$11.4M -$1.5M -13,249 -12%
PRA
398
Parametric Risk Advisors
Connecticut
$11.4M -$29.3M -258,000 -72%
NPF
399
Norris Perne & French
Michigan
$11.4M -$300K -2,640 -3%
CCM
400
Covington Capital Management
California
$11.4M +$160K +1,408 +1%
14 15
16
17 18