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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 %
MA
651
Montag & Associates
Georgia
$3.31M -$89.7K -790 -3%
MLM
652
Mount Lucas Management
Pennsylvania
$3.31M +$220K +1,935 +7%
TIC
653
Trees Investment Counsel
Illinois
$3.28M +$3.28M +28,865 New
BPM
654
Bowling Portfolio Management
Ohio
$3.27M +$681 +6 +0%
KS
655
Karpas Strategies
Connecticut
$3.26M -$56.7K -500 -2%
MM
656
Midas Management
New York
$3.24M – – –
FSA
657
Franklin Street Advisors
North Carolina
$3.23M +$1.35M +11,925 +72%
DL
658
Delta Lloyd
Netherlands
$3.22M +$279K +2,457 +9%
RMC
659
Regis Management Company
California
$3.22M – – –
FANJ
660
Financial Architects (New Jersey)
New Jersey
$3.21M +$143K +1,260 +5%
GCM
661
Glynn Capital Management
California
$3.14M – – –
KJHP
662
K.J. Harrison & Partners
Ontario, Canada
$3.14M -$109K -960 -3%
CO
663
Caldwell & Orkin
Georgia
$3.13M +$1.46M +12,900 +88%
FFBTD
664
First Financial Bank - Trust Division
Ohio
$3.11M +$104K +912 +3%
MSP
665
Madison Street Partners
Colorado
$3.09M +$1.05M +9,277 +52%
EOJOAM
666
E. Ohman J:or Asset Management
Sweden
$3.09M +$148K +1,300 +5%
CPC
667
Cookson Peirce & Co
Pennsylvania
$3.05M +$13.6K +120 +0.5%
FCH
668
Freestone Capital Holdings
Washington
$3.04M +$113K +1,000 +4%
HT
669
HighTower Trust
Texas
$3.02M +$262K +2,309 +10%
PAM
670
Private Asset Management
California
$3.01M -$326K -2,875 -10%
STC
671
SEI Trust Company
Pennsylvania
$3.01M +$477K +4,200 +19%
HIMC
672
Heritage Investors Management Corp
Maryland
$3M +$21.3K +188 +0.7%
MYLI
673
Meiji Yasuda Life Insurance
Japan
$2.99M -$123K -1,085 -4%
GE
674
General Electric
Ohio
$2.99M -$756K -6,660 -20%
LIA
675
LS Investment Advisors
Michigan
$2.98M +$372K +3,279 +14%
25 26
27
28 29