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 %
DSAM
401
Dock Street Asset Management
Florida
$12.2M -$75.6K -638 -0.6%
HA
402
Halsey Associates
Connecticut
$12.2M +$80.3K +677 +0.7%
RC
403
Reik & Co
New York
$12M -$20.9K -176 -0.2%
GJIC
404
Gamble Jones Investment Counsel
California
$12M +$38.3K +323 +0.3%
PRA
405
Parametric Risk Advisors
Connecticut
$11.9M – – –
AIA
406
Avalon Investment & Advisory
Texas
$11.9M +$265K +2,236 +2%
NPF
407
Norris Perne & French
Michigan
$11.9M +$28.5K +240 +0.2%
BPB
408
Badgley, Phelps & Bell
Washington
$11.9M +$863K +7,281 +8%
SIG
409
Schaller Investment Group
North Carolina
$11.8M -$11.9K -100 -0.1%
Wellington Management Group
410
Wellington Management Group
Massachusetts
$11.3M -$11M -92,745 -49%
QBFM
411
QS Batterymarch Financial Management
New York
$11.1M -$861K -7,262 -7%
VIM
412
Veritas Investment Management
United Kingdom
$11.1M – – –
Fuller & Thaler Asset Management
413
Fuller & Thaler Asset Management
California
$11.1M -$1.21M -10,200 -10%
BF
414
BOK Financial
Oklahoma
$11M +$488K +4,118 +5%
EP
415
Elkhorn Partners
Nebraska
$10.8M – – –
HI
416
Hendershot Investments
Virginia
$10.8M -$57.5K -485 -0.5%
CWA
417
Constellation Wealth Advisors
New York
$10.7M – – –
SCM
418
Stux Capital Management
New York
$10.6M +$8.48M +71,500 +393%
CIM
419
Confluence Investment Management
Missouri
$10.6M +$397K +3,351 +4%
RA
420
Royce & Associates
New York
$10.5M -$593K -5,000 -5%
SHA
421
Smith Hayes Advisers
Nebraska
$10.5M +$54.1K +456 +0.5%
SC
422
Scotia Capital
Ontario, Canada
$10.4M +$703K +5,927 +7%
SCA
423
SAC Capital Advisors
Connecticut
$10.4M +$6.81M +57,475 +191%
TYCC
424
Texas Yale Capital Corp
Florida
$10.4M -$139K -1,175 -1%
CIM
425
Calvert Investment Management
Maryland
$10.4M +$2.68M +22,600 +35%
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