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 %
SKK
476
Shepherd Kaplan Krochuk
Massachusetts
$7.02M – – –
RGC
477
Roberts, Glore & Co
Illinois
$7.01M -$1.79M -15,764 -20%
MERSOM
478
Municipal Employees' Retirement System of Michigan
Michigan
$6.9M +$6.9M +60,800 New
RIL
479
Rothschild Investment LLC
Illinois
$6.87M -$119K -1,050 -2%
NAMP
480
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$6.86M -$84K -740 -1%
LKIM
481
Lawson Kroeker Investment Management
Nebraska
$6.84M -$72.1K -635 -1%
Capital World Investors
482
Capital World Investors
California
$6.81M – – –
CCB
483
Cutter & Co Brokerage
Missouri
$6.81M +$40.3K +355 +0.6%
PP
484
Paloma Partners
Connecticut
$6.79M +$5.79M +51,055 +583%
LSV Asset Management
485
LSV Asset Management
Illinois
$6.78M +$296K +2,610 +5%
NPC
486
National Planning Corporation
California
$6.78M +$1.71M +14,998 +34%
CIA
487
Choate Investment Advisors
Massachusetts
$6.69M -$221K -1,946 -3%
RC
488
RegentAtlantic Capital
New Jersey
$6.66M +$898K +7,907 +16%
YL
489
YCG LLC
Texas
$6.66M – – –
RIG
490
Roosevelt Investment Group
New York
$6.64M +$543K +4,786 +9%
HC
491
Hourglass Capital
Texas
$6.63M +$191K +1,680 +3%
FMII
492
Farmers & Merchants Investments Inc
Nebraska
$6.62M +$116K +1,019 +2%
PA
493
Profund Advisors
Maryland
$6.58M -$248K -2,185 -4%
RCAMU
494
Rothschild & Co Asset Management US
Connecticut
$6.56M -$356K -3,139 -5%
TNB
495
Thomasville National Bank
Georgia
$6.54M +$73.3K +646 +1%
RNS
496
Robert N. Shapiro
$6.51M +$731K +6,440 +13%
BEAM
497
Baker Ellis Asset Management
Washington
$6.5M +$114K +1,000 +2%
BG
498
Bahl & Gaynor
Ohio
$6.48M -$12.8K -113 -0.2%
MCM
499
Martin Capital Management
Indiana
$6.45M -$197K -1,735 -3%
VW
500
Vantage Wealth
California
$6.44M -$56.8K -500 -0.9%
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