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 %
CC
926
Courier Capital
New York
$1.03M +$146K +1,286 +16%
CA
927
CapWealth Advisors
Tennessee
$1.03M +$6.81K +60 +0.7%
FTI
928
Fiduciary Trust International
Massachusetts
$1.03M +$44.6K +393 +5%
TCOTO
929
Trust Company of the Ozarks
Missouri
$1.03M +$79.5K +700 +8%
TL
930
Tirschwell & Loewy
New York
$1.01M +$159K +1,400 +19%
Jacobs Levy Equity Management
931
Jacobs Levy Equity Management
New Jersey
$1.01M -$146K -1,290 -13%
FTC
932
Farmers Trust Company
Ohio
$1.01M – – –
JIM
933
Jupiter Investment Management
United Kingdom
$1M +$1M +8,851 New
CR
934
Cooperatieve Rabobank
Netherlands
$998K – – –
MMLI
935
Massachusetts Mutual Life Insurance
Massachusetts
$997K +$380K +3,348 +62%
HCMNY
936
Howard Capital Management (New York)
New York
$996K -$48.2K -425 -5%
DD
937
Dominick & Dominick
New York
$996K +$118K +1,037 +13%
RR
938
Robotti Robert
$993K -$22.7K -200 -2%
BVDMP
939
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$987K – – –
TSS
940
Thomas Story & Son
Indiana
$985K – – –
BFA
941
Bragg Financial Advisors
North Carolina
$979K +$5.68K +50 +0.6%
MCM
942
MAI Capital Management
Ohio
$966K -$6.02K -53 -0.6%
LJHT
943
Laurie J. Hall Trustee
$963K – – –
ECM
944
Endex Capital Management
Kansas
$955K – – –
RMCM
945
Reynders McVeigh Capital Management
Massachusetts
$949K +$5.68K +50 +0.6%
FC
946
Fiera Capital
New York
$948K – – –
Twin Tree Management
947
Twin Tree Management
Texas
$947K +$469K +4,136 +98%
WA
948
WealthTrust Axiom
Pennsylvania
$945K – – –
FMBTD
949
First Midwest Bank Trust Division
Illinois
$936K -$567 -5 -0.1%
SIC
950
Sigma Investment Counselors
Michigan
$935K – – –
36 37
38
39 40