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 %
FSC
676
Fiduciary Services Corp
Georgia
$3.56M +$10.1K +85 +0.3%
EWM
677
Elite Wealth Management
Washington
$3.56M +$3.27M +27,561 +1,128%
ECM
678
Everence Capital Management
Indiana
$3.55M -$166K -1,400 -4%
FANJ
679
Financial Architects (New Jersey)
New Jersey
$3.53M +$181K +1,523 +5%
TWA
680
Tillar-Wenstrup Advisors
Ohio
$3.51M +$3.51M +29,596 New
SCIA
681
Sanibel Captiva Investment Advisers
Illinois
$3.51M +$523K +4,408 +18%
AI
682
Ariel Investments
Illinois
$3.49M +$2.8M +23,601 +403%
PWP
683
Private Wealth Partners
California
$3.48M -$86.4K -729 -2%
KJHP
684
K.J. Harrison & Partners
Ontario, Canada
$3.48M – – –
MYLI
685
Meiji Yasuda Life Insurance
Japan
$3.47M +$344K +2,900 +11%
CAM
686
Columbia Asset Management
Michigan
$3.47M +$3.47M +29,227 New
MSP
687
Madison Street Partners
Colorado
$3.45M +$220K +1,858 +7%
SFSG
688
Stearns Financial Services Group
North Carolina
$3.45M -$26.4K -223 -0.8%
KS
689
Karpas Strategies
Connecticut
$3.4M – – –
CCS
690
Crosspoint Capital Strategies
California
$3.4M +$3.4M +28,682 New
TIC
691
Trees Investment Counsel
Illinois
$3.39M -$29.6K -250 -0.9%
PCM
692
Palisade Capital Management
New Jersey
$3.39M +$944K +7,963 +39%
MM
693
Midas Management
New York
$3.38M – – –
BPM
694
Bowling Portfolio Management
Ohio
$3.37M -$46.1K -389 -1%
RMC
695
Regis Management Company
California
$3.36M – – –
TWI
696
Thomas White International
Illinois
$3.35M -$2.61M -22,023 -44%
MLM
697
Mount Lucas Management
Pennsylvania
$3.35M -$107K -902 -3%
QI
698
Quotient Investors
New York
$3.32M -$178K -1,500 -5%
MA
699
Montag & Associates
Georgia
$3.29M -$165K -1,391 -5%
GCM
700
Glynn Capital Management
California
$3.28M – – –
26 27
28
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