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 %
FAAS
601
First Allied Advisory Services
California
$4.27M +$682K +5,995 +19%
JEW
602
Jamison Eaton & Wood
New Jersey
$4.25M +$45.4K +400 +1%
SSWM
603
Smith Salley Wealth Management
North Carolina
$4.25M +$77.2K +680 +2%
GIM
604
Goelzer Investment Management
Indiana
$4.23M -$4.18M -36,853 -50%
SGAM
605
Steinberg Global Asset Management
Florida
$4.23M +$241K +2,120 +6%
SYBT
606
Stock Yards Bank & Trust
Kentucky
$4.21M +$145K +1,273 +4%
BOH
607
Bank of Hawaii
Hawaii
$4.2M -$295K -2,603 -7%
BAS
608
Brown Advisory Securities
Maryland
$4.18M -$62.6K -552 -1%
CL
609
Croft-Leominster
Maryland
$4.17M – – –
Envestnet Asset Management
610
Envestnet Asset Management
Illinois
$4.15M +$2.49M +21,972 +151%
TC
611
Taylor Cottrill
New Hampshire
$4.13M -$62.4K -550 -1%
WIC
612
Woodmont Investment Counsel
Tennessee
$4.12M -$128K -1,125 -3%
Bessemer Group
613
Bessemer Group
New Jersey
$4.07M -$136K -1,195 -3%
OA
614
Outfitter Advisors
Virginia
$4.04M -$11.4K -100 -0.3%
TRCT
615
Tower Research Capital (TRC)
New York
$4.04M +$3.98M +35,043 +6,489%
CA
616
Callahan Advisors
Texas
$4.03M +$316K +2,785 +9%
WSFS
617
Wilmington Savings Fund Society
Delaware
$4M +$530K +4,671 +15%
LNWWM
618
Laird Norton Wetherby Wealth Management
California
$3.99M +$80.4K +708 +2%
HCM
619
Highbridge Capital Management
New York
$3.97M +$813K +7,161 +26%
MI
620
Markston International
New York
$3.96M – – –
AF
621
Arrow Financial
New York
$3.96M -$305K -2,685 -7%
ACM
622
Atlanta Capital Management
Georgia
$3.91M +$874K +7,697 +29%
BAM
623
Burnham Asset Management
New York
$3.84M – – –
WCF
624
West Coast Financial
California
$3.84M -$105K -925 -3%
CC
625
ClearArc Capital
Ohio
$3.83M -$153K -1,345 -4%
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