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
+$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 %
SIM
376
Sentry Investment Management
Wisconsin
$14M -$771K -6,505 -5%
FT
377
Fiduciary Trust
Massachusetts
$14M -$354K -2,987 -2%
MIS
378
Morningstar Investment Services
Illinois
$14M +$2.62M +22,078 +23%
GIA
379
Granite Investment Advisors
New Hampshire
$13.9M -$656K -5,530 -4%
MC
380
Muhlenkamp & Co
Pennsylvania
$13.9M +$480K +4,050 +4%
B
381
Barings
North Carolina
$13.9M -$5.96M -50,240 -30%
PCM
382
Parsons Capital Management
Rhode Island
$13.8M -$53K -447 -0.4%
BIM
383
Bridges Investment Management
Nebraska
$13.8M +$550K +4,643 +4%
MA
384
Menlo Advisors
California
$13.7M – – –
FCAM
385
F&C Asset Management
United Kingdom
$13.7M +$806K +6,797 +6%
SCM
386
Sandler Capital Management
New York
$13.6M +$13.6M +115,000 New
GIM
387
Greystone Investment Management
Ohio
$13.6M -$74.7K -630 -0.5%
SHWM
388
Smith & Howard Wealth Management
Georgia
$13.4M +$283K +2,391 +2%
HIC
389
Harvey Investment Company
Kentucky
$13.2M -$215K -1,813 -2%
MLL
390
Moody Lynn & Lieberson
Massachusetts
$13.2M +$285K +2,401 +2%
PP
391
Palladium Partners
Virginia
$13.1M +$554K +4,669 +4%
CCM
392
Covington Capital Management
California
$13M +$1.19M +10,005 +10%
MAM
393
Martingale Asset Management
Massachusetts
$12.8M +$862K +7,268 +7%
KP
394
Kiltearn Partners
United Kingdom
$12.8M +$12.8M +107,600 New
SFG
395
Sather Financial Group
Texas
$12.7M -$288K -2,428 -2%
FCMC
396
Founders Capital Management (Connecticut)
Connecticut
$12.4M +$12.4M +104,955 New
OMC
397
Overbrook Management Corp
New York
$12.4M -$568K -4,795 -4%
WCM
398
Wedge Capital Management
North Carolina
$12.3M -$1.96M -16,525 -14%
KBC Group
399
KBC Group
Belgium
$12.2M -$794K -6,696 -6%
GD
400
Grandfield & Dodd
New York
$12.2M +$123K +1,040 +1%
14 15
16
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