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Berkshire Hathaway Class B

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

66% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 44

2% more funds holding

Funds holding: 1,3271,349 (+22)

7% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $989M

4% more capital invested

Capital invested by funds: $84B → $87.1B (+$3.11B)

0.44% less ownership

Funds ownership: 66.51%66.07% (-0.44%)

3% less repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 512

4% less funds holding in top 10

Funds holding in top 10: 216207 (-9)

Holders
1,349
Holders Change
+22
Holders Change %
+1.66%
% of All Funds
43.74%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Adage Capital Partners
51
Adage Capital Partners
Massachusetts
$308M -$313K -2,716 -0.1%
CS
52
Credit Suisse
Switzerland
$304M -$68.6M -594,518 -18%
DSA
53
Davis Selected Advisers
Arizona
$284M -$10.6M -91,552 -4%
WP
54
Wedgewood Partners
Missouri
$279M +$24.5M +212,165 +9%
First Manhattan
55
First Manhattan
New York
$277M +$3.01M +26,099 +1%
Principal Financial Group
56
Principal Financial Group
Iowa
$261M +$9.4M +81,484 +4%
GRQ
57
Gardner Russo & Quinn
Pennsylvania
$257M +$3.42M +29,657 +1%
TA
58
Teachers Advisors
New York
$253M -$20.7M -179,220 -7%
JHIU
59
Janus Henderson Investors US
Colorado
$251M +$64.7M +560,557 +34%
Acadian Asset Management
60
Acadian Asset Management
Massachusetts
$244M +$109M +941,436 +78%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$239M +$66.6M +576,912 +38%
CA
62
Cortland Advisers
Delaware
$227M
BA
63
BlackRock Advisors
Delaware
$222M +$81.3M +704,860 +56%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$221M +$5.57M +48,277 +3%
VOYA Investment Management
65
VOYA Investment Management
Georgia
$216M -$863K -7,484 -0.4%
American Century Companies
66
American Century Companies
Missouri
$214M +$27.7M +240,173 +15%
Barclays
67
Barclays
United Kingdom
$210M +$69M +598,409 +48%
Invesco
68
Invesco
Georgia
$209M -$5.84M -50,588 -3%
U
69
UBS
Switzerland
$206M +$34.9M +302,435 +20%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$206M +$163M +1,415,240 +354%
PPA
71
Parametric Portfolio Associates
Washington
$205M +$579K +5,015 +0.3%
RFC
72
Russell Frank Company
Washington
$203M +$40.6M +351,958 +25%
Dimensional Fund Advisors
73
Dimensional Fund Advisors
Texas
$199M +$996K +8,638 +0.5%
ClearBridge Investments
74
ClearBridge Investments
New York
$196M +$1.39M +12,089 +0.7%
CCM
75
Check Capital Management
California
$196M +$3.56M +30,822 +2%