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 %
CWM
626
Cabot Wealth Management
Massachusetts
$4.36M +$2.63M +22,180 +152%
SYBT
627
Stock Yards Bank & Trust
Kentucky
$4.36M -$37K -312 -0.8%
CL
628
Croft-Leominster
Maryland
$4.34M -$19.6K -165 -0.4%
Pacer Advisors
629
Pacer Advisors
Pennsylvania
$4.34M +$4.34M +28,878 New
MFS
630
MSI Financial Services
Massachusetts
$4.33M +$514K +4,339 +13%
SGAM
631
Steinberg Global Asset Management
Florida
$4.28M -$132K -1,110 -3%
KCM
632
Kames Capital Management
United Kingdom
$4.27M -$1.8M -15,178 -30%
CA
633
Callahan Advisors
Texas
$4.26M +$47.4K +400 +1%
BAS
634
Brown Advisory Securities
Maryland
$4.23M -$143K -1,209 -3%
WSFS
635
Wilmington Savings Fund Society
Delaware
$4.22M +$49.3K +416 +1%
Rafferty Asset Management
636
Rafferty Asset Management
New York
$4.21M -$1.78M -15,053 -30%
JEW
637
Jamison Eaton & Wood
New Jersey
$4.21M -$237K -1,997 -5%
TC
638
Taylor Cottrill
New Hampshire
$4.2M -$112K -945 -3%
AF
639
Arrow Financial
New York
$4.2M +$68.2K +575 +2%
DL
640
Delta Lloyd
Netherlands
$4.18M +$812K +6,852 +24%
DCM
641
Decade Capital Management
New York
$4.16M +$4.16M +35,100 New
MI
642
Markston International
New York
$4.14M – – –
EVM
643
Evelyn V. Moreno
$4.1M +$4.1M +34,575 New
LIA
644
LS Investment Advisors
Michigan
$4.06M +$953K +8,041 +31%
DnB Asset Management
645
DnB Asset Management
Norway
$4.05M -$1.17M -9,900 -22%
ICAS
646
Investors Capital Advisory Services
Massachusetts
$4.04M +$1.2M +10,141 +42%
BAM
647
Burnham Asset Management
New York
$4.01M – – –
WCF
648
West Coast Financial
California
$4.01M -$4.62K -39 -0.1%
CC
649
ClearArc Capital
Ohio
$3.98M -$20.7K -175 -0.5%
KA
650
Kerrisdale Advisers
Florida
$3.95M – – –
24 25
26
27 28