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 %
IPRC
851
Indices-Pac Research Corporation
New Jersey
$1.77M +$593K +5,000 +51%
FA
852
FDx Advisors
Illinois
$1.76M +$154K +1,306 +10%
JC
853
Jacobs & Co
California
$1.76M -$26.7K -225 -1%
SCM
854
Shelton Capital Management
Colorado
$1.75M -$29.6K -250 -2%
EA
855
Emerald Advisers
Pennsylvania
$1.74M +$193K +1,629 +12%
TSW
856
Thompson Siegel & Walmsley
Virginia
$1.74M -$41.3K -348 -2%
RL
857
Ruffer LLP
United Kingdom
$1.74M – – –
CBU
858
CIBC Bank USA
Illinois
$1.71M -$101K -856 -6%
LFR
859
Lehman Financial Resources
Pennsylvania
$1.71M -$23.7K -200 -1%
HSA
860
HBK Sorce Advisory
Pennsylvania
$1.71M +$267K +2,250 +18%
GIS
861
Guardian Investor Services
New York
$1.71M -$22.5K -190 -1%
GC
862
Grimes & Company
Massachusetts
$1.71M +$18.6K +157 +1%
RBC
863
Ronald Blue & Co
Georgia
$1.7M -$22.9K -193 -1%
PHS
864
Pekin Hardy Strauss
Illinois
$1.7M – – –
CIC
865
Crawford Investment Counsel
Georgia
$1.7M – – –
BIM
866
Baldwin Investment Management
Pennsylvania
$1.7M -$41.8K -353 -2%
GIA
867
GHP Investment Advisors
Colorado
$1.7M -$46.6K -393 -3%
FBA
868
Front Barnett Associates
Illinois
$1.7M -$24.4K -206 -1%
RBA
869
Richard Bernstein Advisors
New York
$1.69M +$204K +1,717 +14%
CIM
870
CIM Investment Management
Pennsylvania
$1.69M +$142K +1,200 +9%
BA
871
Bard Associates
Illinois
$1.68M -$11.9K -100 -0.7%
LNB
872
Ledyard National Bank
$1.66M +$63.8K +538 +4%
RMAM
873
Raab & Moskowitz Asset Management
New Jersey
$1.64M +$1.64M +13,866 New
WA
874
WFG Advisors
Texas
$1.63M +$159K +1,341 +11%
1SB
875
1ST Source Bank
Indiana
$1.62M +$5.93K +50 +0.4%
33 34
35
36 37