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 %
JG
726
Jefferies Group
New York
$2.91M +$2.91M +24,511 New
CFA
727
Cahill Financial Advisors
Minnesota
$2.9M +$2.9M +24,477 New
SAM
728
Strategy Asset Managers
California
$2.89M -$43.4K -366 -1%
FC
729
FIC Capital
New York
$2.89M +$55.1K +465 +2%
AWM
730
Avior Wealth Management
Nebraska
$2.88M +$2.88M +24,300 New
Harris Associates
731
Harris Associates
Illinois
$2.88M +$124K +1,050 +5%
DDC
732
DF Dent & Co
Maryland
$2.88M – – –
EFS
733
Essex Financial Services
Connecticut
$2.82M +$57.3K +483 +2%
NIMI
734
Natixis Investment Managers International
France
$2.82M +$1.48M +12,458 +110%
WJA
735
Williams Jones & Associates
New York
$2.73M +$41.4K +349 +2%
ZF
736
Zhang Financial
Michigan
$2.73M – – –
RHBC
737
R.H. Bluestein & Co
Michigan
$2.72M +$814K +6,870 +43%
SNBOSD
738
Security National Bank of So Dak
Iowa
$2.71M +$61.1K +515 +2%
WT
739
Washington Trust
Rhode Island
$2.7M -$54.7K -461 -2%
MCM
740
Maryland Capital Management
Maryland
$2.68M -$330K -2,780 -11%
WC
741
Whitnell & Co
Illinois
$2.68M -$161K -1,361 -6%
SRC
742
Stone Run Capital
New York
$2.67M – – –
TBA
743
Tower Bridge Advisors
Pennsylvania
$2.67M – – –
MCTIC
744
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.66M -$11.9K -100 -0.4%
CPC
745
Cookson Peirce & Co
Pennsylvania
$2.66M -$513K -4,325 -16%
CA
746
Cetera Advisors
Colorado
$2.65M +$484K +4,080 +22%
FCH
747
Freestone Capital Holdings
Washington
$2.64M -$536K -4,524 -17%
MIP
748
Marietta Investment Partners
Wisconsin
$2.64M – – –
EAM
749
Evanson Asset Management
California
$2.62M +$2.62M +22,133 New
NJBEST
750
New Jersey Better Educational Savings Trust
New Jersey
$2.61M +$119K +1,000 +5%
28 29
30
31 32