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 %
PL
826
Perpetual Ltd
Australia
$1.95M – – –
LCS
827
Levin Capital Strategies
New York
$1.95M -$29.6K -250 -1%
AWA
828
Arete Wealth Advisors
Illinois
$1.95M +$1.95M +16,406 New
RHJA
829
Rice Hall James & Associates
California
$1.94M – – –
FGP
830
Foyston, Gordon, & Payne
Ontario, Canada
$1.94M – – –
FB
831
Fulton Bank
Pennsylvania
$1.94M +$262K +2,207 +16%
NB
832
Norinchukin Bank
Japan
$1.93M -$20K -169 -1%
PP
833
Patten & Patten
Tennessee
$1.93M +$9.25K +78 +0.5%
OMCS
834
Old Mutual Customised Solutions
South Africa
$1.92M +$71.1K +600 +4%
YAM
835
Yacktman Asset Management
Texas
$1.91M – – –
HP
836
HT Partners
Connecticut
$1.9M – – –
CA
837
Cullinan Associates
Kentucky
$1.89M +$223K +1,885 +13%
CONA
838
Capital One National Association
New York
$1.88M -$18.5K -156 -1%
TCOO
839
Trust Company of Oklahoma
Oklahoma
$1.88M +$23.7K +200 +1%
P
840
Pitcairn
Pennsylvania
$1.87M +$739K +6,237 +66%
TCM
841
Telos Capital Management
California
$1.87M -$63.4K -535 -3%
AWA
842
AmeriServ Wealth Advisors
Pennsylvania
$1.86M -$136K -1,150 -7%
FNBT
843
FineMark National Bank & Trust
Florida
$1.86M +$13.8K +116 +0.7%
HTC
844
Haverford Trust Company
Pennsylvania
$1.85M -$102K -858 -5%
CIA
845
Capital Investment Advisors
Georgia
$1.84M +$1.84M +15,530 New
MPI
846
Mairs & Power Inc
Minnesota
$1.84M +$113K +950 +7%
RJT
847
Raymond James Trust
Florida
$1.84M +$154K +1,301 +9%
BGDI
848
BW Gestao de Investimentos
Brazil
$1.83M +$1.83M +15,400 New
MHIC
849
Marble Harbor Investment Counsel
Massachusetts
$1.78M +$28.5K +240 +2%
ARMC
850
American Research & Management Company
Massachusetts
$1.77M -$11.9K -100 -0.7%
32 33
34
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