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 %
GA
501
GFS Advisors
Texas
$6.43M – – –
GI
502
GLG Inc
New York
$6.37M -$25K -220 -0.4%
HIC
503
Hartline Investment Corp
Illinois
$6.35M +$94.3K +831 +2%
Thrivent Financial for Lutherans
504
Thrivent Financial for Lutherans
Minnesota
$6.32M -$812K -7,150 -11%
TI
505
Trigran Investments
Illinois
$6.31M -$238K -2,100 -4%
IC
506
InterOcean Capital
Illinois
$6.3M -$48.8K -430 -0.8%
FPCM
507
Financial Partners Capital Management
New York
$6.3M +$219K +1,928 +4%
Mackenzie Financial
508
Mackenzie Financial
Ontario, Canada
$6.25M +$124K +1,096 +2%
SF
509
Sarofim Fayez
Texas
$6.25M +$6.25M +55,085 New
PTB
510
Pioneer Trust Bank
Oregon
$6.25M -$3.07K -27 -0%
BPBT
511
Boston Private Bank & Trust
Massachusetts
$6.24M -$156K -1,372 -2%
ECM
512
Evergreen Capital Management
Washington
$6.17M +$7.38K +65 +0.1%
ANBT
513
American National Bank & Trust
Texas
$6.13M -$425K -3,740 -6%
ST
514
Stifel Trust
Missouri
$6.13M +$49.4K +435 +0.8%
PP
515
PDT Partners
New York
$6.13M +$6.13M +53,984 New
FNBOO
516
First National Bank of Omaha
Nebraska
$6.12M -$605K -5,330 -9%
FBC
517
Fairfield, Bush & Co
Connecticut
$6.08M +$6.08M +53,545 New
First Trust Advisors
518
First Trust Advisors
Illinois
$6.03M +$3.37M +29,684 +126%
SEM
519
Suncoast Equity Management
Florida
$6.01M +$108K +950 +2%
SAS
520
Spectrum Advisory Services
Georgia
$5.95M – – –
RFS
521
Rockefeller Financial Services
New York
$5.93M +$113K +1,000 +2%
FIM
522
Frontier Investment Management
Texas
$5.91M -$299K -2,635 -5%
RSVP
523
Ramsay Stattman Vela & Price
Colorado
$5.89M +$6.24K +55 +0.1%
HKIM
524
Hayek Kallen Investment Management
Alabama
$5.86M -$91.7K -808 -2%
WCMN
525
Westchester Capital Management (Nebraska)
Nebraska
$5.84M -$105K -925 -2%
19 20
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