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 %
NL
676
NWAM LLC
Washington
$2.92M -$41.4K -365 -1%
JWBC
677
J.W. Burns & Co
New York
$2.92M +$14.2K +125 +0.5%
TBA
678
Train Babcock Advisors
New York
$2.92M – – –
BFIM
679
Beese Fulmer Investment Management
Ohio
$2.9M +$114K +1,000 +4%
Jennison Associates
680
Jennison Associates
New York
$2.9M +$2.9M +25,558 New
PA
681
Pinnacle Associates
New York
$2.88M +$14.2K +125 +0.5%
MCM
682
Maryland Capital Management
Maryland
$2.88M +$31.8K +280 +1%
SCIA
683
Sanibel Captiva Investment Advisers
Illinois
$2.86M -$237K -2,089 -8%
SAM
684
Summit Asset Management
Tennessee
$2.84M +$128K +1,127 +5%
BHWM
685
Bar Harbor Wealth Management
New Hampshire
$2.84M – – –
SCM
686
SKBA Capital Management
California
$2.83M -$1.15M -10,100 -29%
SAM
687
Strategy Asset Managers
California
$2.81M +$2.81M +24,738 New
FTIOP
688
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.8M +$67.1K +591 +2%
FAT
689
First American Trust
California
$2.8M +$5.68K +50 +0.2%
MPAM
690
Murphy Pohlad Asset Management
Minnesota
$2.78M +$188K +1,655 +7%
SI
691
Stephens Inc
Arkansas
$2.76M +$1.09M +9,574 +65%
QCMNJ
692
Quantum Capital Management (New Jersey)
New Jersey
$2.76M +$35.6K +314 +1%
DDC
693
DF Dent & Co
Maryland
$2.75M -$36.2K -319 -1%
WC
694
Whitnell & Co
Illinois
$2.72M – – –
ICAS
695
Investors Capital Advisory Services
Massachusetts
$2.72M +$312K +2,745 +13%
FC
696
FIC Capital
New York
$2.71M -$1.14K -10 -0%
Two Sigma Advisers
697
Two Sigma Advisers
New York
$2.69M +$2.69M +23,714 New
BFM
698
Boston Financial Management
Massachusetts
$2.65M -$960K -8,460 -27%
FLPIM
699
F.L. Putnam Investment Management
Massachusetts
$2.64M -$8.51K -75 -0.3%
Harris Associates
700
Harris Associates
Illinois
$2.64M -$113K -1,000 -4%
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