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 %
SIM
801
SSI Investment Management
California
$1.74M -$21.4K -188 -1%
SCM
802
Shelton Capital Management
Colorado
$1.71M +$28.4K +250 +2%
JC
803
Jacobs & Co
California
$1.71M – – –
ARMC
804
American Research & Management Company
Massachusetts
$1.71M -$99.3K -875 -6%
TSW
805
Thompson Siegel & Walmsley
Virginia
$1.7M -$11.4K -100 -0.7%
MYAM
806
Meiji Yasuda Asset Management
Japan
$1.7M +$79.2K +698 +5%
AI
807
Analytic Investors
California
$1.69M +$1.69M +14,906 New
DCM
808
Dupont Capital Management
Delaware
$1.69M – – –
RL
809
Ruffer LLP
United Kingdom
$1.69M – – –
MHIC
810
Marble Harbor Investment Counsel
Massachusetts
$1.67M +$1.82K +16 +0.1%
Toronto Dominion Bank
811
Toronto Dominion Bank
Ontario, Canada
$1.67M -$195K -1,720 -10%
GIA
812
GHP Investment Advisors
Colorado
$1.67M +$142K +1,250 +9%
BIM
813
Baldwin Investment Management
Pennsylvania
$1.67M +$151K +1,326 +10%
LFR
814
Lehman Financial Resources
Pennsylvania
$1.66M – – –
GIS
815
Guardian Investor Services
New York
$1.66M -$22.8K -201 -1%
CWM
816
Cabot Wealth Management
Massachusetts
$1.66M +$597K +5,259 +56%
MPI
817
Mairs & Power Inc
Minnesota
$1.65M -$56.6K -499 -3%
RBC
818
Ronald Blue & Co
Georgia
$1.65M +$49.1K +433 +3%
FBA
819
Front Barnett Associates
Illinois
$1.65M +$4.09K +36 +0.2%
PHS
820
Pekin Hardy Strauss
Illinois
$1.63M +$59K +520 +4%
CIC
821
Crawford Investment Counsel
Georgia
$1.63M +$86K +758 +6%
GDF
822
Graham & Dodd Fund
New York
$1.62M -$8.97K -79 -0.5%
DCM
823
Dynamic Capital Management
Jersey
$1.62M +$1.62M +14,279 New
BA
824
Bard Associates
Illinois
$1.62M – – –
GC
825
Grimes & Company
Massachusetts
$1.62M +$58.7K +517 +4%
31 32
33
34 35