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 %
SACTSONJ
726
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.34M – – –
NIS
727
National Investment Services
Wisconsin
$2.33M – – –
CIM
728
Corda Investment Management
Texas
$2.32M -$47.1K -415 -2%
GIP
729
Granite Investment Partners
California
$2.31M – – –
BCM
730
Bluefin Capital Management
New York
$2.3M +$514K +4,455 +29%
AAM
731
AR Asset Management
California
$2.27M – – –
AMIM
732
Aull & Monroe Investment Management
Alabama
$2.27M -$34.1K -300 -1%
AC
733
Alleghany Corporation
New York
$2.27M – – –
CA
734
Cornerstone Advisors
North Carolina
$2.27M – – –
OL
735
Orbitronix LP
California
$2.27M – – –
PRCM
736
Pine River Capital Management
Minnesota
$2.27M +$2.27M +19,974 New
ACP
737
Aviance Capital Partners
Florida
$2.27M +$11.3K +100 +0.5%
IIM
738
Ivory Investment Management
New York
$2.26M -$513K -4,515 -18%
TCP
739
TAMRO Capital Partners
Virginia
$2.24M -$444K -3,910 -17%
SNBOSCI
740
Security National Bank of Sioux City Iowa
Iowa
$2.23M -$164K -1,445 -7%
Carson Wealth (CWM LLC)
741
Carson Wealth (CWM LLC)
Nebraska
$2.22M +$2.22M +19,576 New
CIM
742
CenturyLink Investment Management
Colorado
$2.22M -$165K -1,455 -7%
LG
743
Leuthold Group
Minnesota
$2.21M -$265K -2,336 -11%
GAM
744
Griffin Asset Management
New York
$2.21M -$196K -1,725 -8%
NAMA
745
Nikko Asset Management Americas
New York
$2.21M +$379K +3,300 +21%
BRM
746
Boston Research & Management
Massachusetts
$2.2M +$3.63K +32 +0.2%
FWIA
747
Fort Washington Investment Advisors
Ohio
$2.19M -$2.84K -25 -0.1%
III
748
Independent Investors Inc
New York
$2.18M – – –
ICOA
749
Investment Centers of America
North Dakota
$2.16M +$908K +7,932 +72%
Jones Financial Companies
750
Jones Financial Companies
Missouri
$2.16M +$402K +3,539 +23%
28 29
30
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