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 %
WT
701
Washington Trust
Rhode Island
$2.64M -$63.3K -558 -2%
ZF
702
Zhang Financial
Michigan
$2.61M – – –
PG
703
PEAK6 Group
Illinois
$2.59M -$812K -14,301 -24%
HCM
704
Howland Capital Management
Massachusetts
$2.58M +$71.3K +628 +3%
WJA
705
Williams Jones & Associates
New York
$2.58M -$1.15M -10,137 -31%
MCTIC
706
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.56M -$13.6K -120 -0.5%
BIC
707
Beach Investment Counsel
Pennsylvania
$2.56M – – –
SRC
708
Stone Run Capital
New York
$2.55M – – –
TBA
709
Tower Bridge Advisors
Pennsylvania
$2.55M -$19.2K -169 -0.7%
S
710
SignatureFD
Georgia
$2.54M +$52.2K +460 +2%
SNBOSD
711
Security National Bank of So Dak
Iowa
$2.53M -$176K -1,553 -7%
SI
712
SII Investments
Wisconsin
$2.53M +$353K +3,110 +16%
MIP
713
Marietta Investment Partners
Wisconsin
$2.52M – – –
JAM
714
Jupiter Asset Management
United Kingdom
$2.52M -$5.28M -46,479 -68%
AssetMark Inc
715
AssetMark Inc
California
$2.51M +$2.51M +22,118 New
GLI
716
Guardian Life Insurance
New York
$2.49M -$3.86K -34 -0.2%
AAM
717
Auxier Asset Management
Oregon
$2.49M – – –
PFM
718
PacWest Financial Management
Arizona
$2.44M -$16.5K -145 -0.7%
DIA
719
Denver Investment Advisors
Colorado
$2.44M -$3.12M -27,501 -56%
GA
720
Glenhill Advisors
New York
$2.42M +$2.42M +21,286 New
FFH
721
Fairfax Financial Holdings
Ontario, Canada
$2.39M – – –
HB
722
Homrich & Berg
Georgia
$2.39M +$407K +3,590 +21%
NJBEST
723
New Jersey Better Educational Savings Trust
New Jersey
$2.38M – – –
RMDI
724
R.M. Davis Inc
Maine
$2.36M +$52.2K +460 +2%
PCM
725
Palisade Capital Management
New Jersey
$2.34M +$928K +8,174 +66%
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