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 %
MWAM
876
Mariner Wealth Advisors (Madison)
Kansas
$1.29M +$851K +7,500 +196%
WIL
877
Winifred I. Li
$1.28M -$208K -1,835 -14%
NIMI
878
Natixis Investment Managers International
France
$1.28M +$1.28M +11,306 New
IAM
879
Integre Asset Management
New York
$1.26M – – –
CT
880
Cambridge Trust
Massachusetts
$1.26M +$257K +2,261 +26%
ISB
881
Iowa State Bank
Iowa
$1.26M +$22.7K +200 +2%
WSCM
882
Wellington Shields Capital Management
New York
$1.25M -$25K -220 -2%
ONB
883
Old National Bancorp
Indiana
$1.25M +$130K +1,149 +12%
BM
884
Bislett Management
California
$1.25M – – –
DIA
885
Dean Investment Associates
Ohio
$1.25M -$31.2K -275 -2%
EIM
886
Emerson Investment Management
Massachusetts
$1.25M – – –
BSW
887
Buckingham Strategic Wealth
Missouri
$1.24M -$20.8K -183 -2%
AF
888
Allworth Financial
California
$1.24M +$208K +1,831 +20%
MFIMFI
889
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.23M – – –
OC
890
Oarsman Capital
Wisconsin
$1.22M +$28.4K +250 +2%
Mirae Asset Global Investments
891
Mirae Asset Global Investments
South Korea
$1.22M -$116K -1,025 -9%
Edgewood Management
892
Edgewood Management
Connecticut
$1.21M -$28.1K -248 -2%
IMOV
893
Investment Management of Virginia
Virginia
$1.21M – – –
NDSI
894
Newman Dignan & Sheerar Inc
Rhode Island
$1.21M – – –
SAG
895
Sterne Agee Group
Alabama
$1.2M +$155K +1,367 +15%
B
896
BancorpSouth
Mississippi
$1.18M – – –
TFF
897
Timothy F. Fidgeon
$1.17M – – –
CAM
898
Coronation Asset Management
South Africa
$1.17M – – –
WP
899
WMS Partners
Maryland
$1.16M +$121K +1,065 +12%
ST
900
Spinnaker Trust
Maine
$1.15M – – –
34 35
36
37 38