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 %
TCOV
526
Trust Company of Vermont
Vermont
$5.84M +$158K +1,394 +3%
CNB
527
City National Bank
California
$5.84M -$571K -5,033 -9%
NRS
528
Neville Rodie & Shaw
New York
$5.83M – – –
KCM
529
Kames Capital Management
United Kingdom
$5.81M – – –
Natixis Advisors
530
Natixis Advisors
Massachusetts
$5.81M +$862K +7,596 +17%
HI
531
HBK Investments
Texas
$5.77M +$5.35M +47,100 +1,273%
Rafferty Asset Management
532
Rafferty Asset Management
New York
$5.74M -$2.63M -23,154 -31%
SRC
533
Shufro Rose & Co
New York
$5.74M -$397K -3,500 -6%
FCI
534
Financial Counselors Inc
Kansas
$5.73M +$45.6K +402 +0.8%
TPM
535
T2 Partners Management
New York
$5.72M -$350K -3,083 -6%
CHAM
536
Clear Harbor Asset Management
Connecticut
$5.72M +$45.4K +400 +0.8%
TWI
537
Thomas White International
Illinois
$5.71M +$66.6K +587 +1%
VFS
538
VSR Financial Services
Kansas
$5.71M +$140K +1,229 +3%
M&T Bank
539
M&T Bank
New York
$5.69M -$490K -4,317 -8%
WFG
540
Windsor Financial Group
Minnesota
$5.69M -$568 -5 -0%
WAM
541
Wood Asset Management
Florida
$5.64M -$555K -4,892 -9%
LPC
542
Loeb Partners Corp
New York
$5.59M – – –
BFS
543
Bradley Foster & Sargent
Connecticut
$5.58M +$373K +3,285 +7%
SC
544
Sculptor Capital
New York
$5.55M +$5.55M +48,930 New
NB
545
NBT Bank
New York
$5.55M +$197K +1,735 +4%
ECAM
546
East Coast Asset Management
Massachusetts
$5.53M -$206K -1,815 -4%
FLII
547
First Long Island Investors
New York
$5.53M +$28.9K +255 +0.5%
BAM
548
Burgundy Asset Management
Ontario, Canada
$5.48M +$458K +4,035 +9%
BFO
549
Boston Family Office
Massachusetts
$5.46M -$28.4K -250 -0.5%
AP
550
Archon Partners
New Jersey
$5.45M -$2.1M -18,500 -28%
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