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 %
BIC
751
Beach Investment Counsel
Pennsylvania
$2.6M -$76.6K -646 -3%
AAM
752
Auxier Asset Management
Oregon
$2.6M – – –
IIM
753
Ivory Investment Management
New York
$2.56M +$197K +1,664 +8%
SNBOSCI
754
Security National Bank of Sioux City Iowa
Iowa
$2.56M +$232K +1,960 +10%
AF
755
Aldebaran Financial
$2.55M +$2.55M +21,500 New
GT
756
Glenview Trust
Kentucky
$2.52M +$2.52M +21,236 New
RMDI
757
R.M. Davis Inc
Maine
$2.51M +$49.8K +420 +2%
FFH
758
Fairfax Financial Holdings
Ontario, Canada
$2.5M – – –
OIM
759
Orca Investment Management
Oregon
$2.49M +$2.49M +20,997 New
NAMA
760
Nikko Asset Management Americas
New York
$2.48M +$212K +1,800 +9%
ACP
761
Aviance Capital Partners
Florida
$2.44M +$72.9K +615 +3%
SACTSONJ
762
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.44M – – –
NIS
763
National Investment Services
Wisconsin
$2.44M – – –
EM
764
Excalibur Management
Massachusetts
$2.44M +$230K +1,940 +10%
GIP
765
Granite Investment Partners
California
$2.41M – – –
FLPIM
766
F.L. Putnam Investment Management
Massachusetts
$2.4M -$350K -2,950 -13%
HB
767
Homrich & Berg
Georgia
$2.4M -$97.2K -820 -4%
Carson Wealth (CWM LLC)
768
Carson Wealth (CWM LLC)
Nebraska
$2.4M +$78.2K +660 +3%
PWM
769
Perigon Wealth Management
California
$2.39M +$2.39M +20,170 New
III
770
Independent Investors Inc
New York
$2.38M +$107K +900 +5%
AAM
771
AR Asset Management
California
$2.37M – – –
AMIM
772
Aull & Monroe Investment Management
Alabama
$2.37M – – –
AC
773
Alleghany Corporation
New York
$2.37M – – –
OL
774
Orbitronix LP
California
$2.37M – – –
AI
775
Analytic Investors
California
$2.37M +$599K +5,049 +34%
29 30
31
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