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 %
SIG
401
Schaller Investment Group
North Carolina
$11.3M – – –
RP
402
Reinhart Partners
Wisconsin
$11.2M +$322K +2,839 +3%
AIA
403
Avalon Investment & Advisory
Texas
$11.1M -$1.21M -10,674 -10%
MIS
404
Morningstar Investment Services
Illinois
$10.9M +$2.93M +25,633 +37%
VIM
405
Veritas Investment Management
United Kingdom
$10.6M -$336K -2,960 -3%
LWCA
406
Locust Wood Capital Advisers
New York
$10.6M -$20.4K -180 -0.2%
RA
407
Royce & Associates
New York
$10.6M -$1.14M -10,000 -10%
SFS
408
Signator Financial Services
Massachusetts
$10.5M +$624K +5,495 +6%
BPB
409
Badgley, Phelps & Bell
Washington
$10.5M -$132K -1,162 -1%
HI
410
Hendershot Investments
Virginia
$10.4M -$150K -1,325 -1%
EP
411
Elkhorn Partners
Nebraska
$10.3M -$261K -2,300 -2%
CWA
412
Constellation Wealth Advisors
New York
$10.3M – – –
BF
413
BOK Financial
Oklahoma
$10.1M +$412K +3,631 +4%
TYCC
414
Texas Yale Capital Corp
Florida
$10.1M +$192K +1,695 +2%
SHA
415
Smith Hayes Advisers
Nebraska
$9.96M +$1.68M +14,792 +20%
BA
416
Bridgewater Associates
Connecticut
$9.94M -$9.08M -79,994 -48%
MCM
417
Marsico Capital Management
Colorado
$9.92M – – –
WCM
418
Weik Capital Management
Pennsylvania
$9.82M -$135K -1,190 -1%
KFS
419
KMS Financial Services
Washington
$9.81M +$624K +5,499 +7%
CIM
420
Confluence Investment Management
Missouri
$9.79M +$520K +4,579 +6%
EGA
421
Eagle Global Advisors
Texas
$9.68M -$141K -1,239 -1%
CPSAC
422
Chas P. Smith & Associates (CPS)
Florida
$9.56M +$3.29K +29 +0%
Northwestern Mutual Wealth Management
423
Northwestern Mutual Wealth Management
Wisconsin
$9.43M +$2.01M +17,680 +27%
BWP
424
Baldwin Wealth Partners
Massachusetts
$9.32M -$67.9K -598 -0.7%
CAMI
425
Concord Asset Management (Illinois)
Illinois
$9.3M -$42.6K -375 -0.5%
15 16
17
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