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 %
BOTW
951
Bank of the West
California
$932K +$28.4K +250 +3%
DCLA
952
Douglas C. Lane & Associates
New York
$931K -$2.84K -25 -0.3%
IC
953
Inverness Counsel
New York
$925K -$16.6K -146 -2%
NAM
954
Needelman Asset Management
California
$922K – – –
CCA
955
Cobblestone Capital Advisors
New York
$919K +$10.2K +90 +1%
AT
956
Arden Trust
Delaware
$918K -$53.5K -471 -6%
NFG
957
Nadler Financial Group
Illinois
$910K -$69.1K -609 -7%
ACM
958
Azimuth Capital Management
Michigan
$910K +$192K +1,692 +27%
I
959
IberiaBank
Louisiana
$909K -$17.6K -155 -2%
GF
960
Gabelli Funds
New York
$908K – – –
FAM
961
Formidable Asset Management
Ohio
$906K +$906K +7,918 New
FNBSF
962
First National Bank Sioux Falls
South Dakota
$903K – – –
MWAC
963
Mariner Wealth Advisors (Cincinnati)
Ohio
$902K +$60.2K +530 +7%
CCT
964
Country Club Trust
Missouri
$894K +$3.98K +35 +0.4%
MFW
965
Meristem Family Wealth
Minnesota
$886K -$84K -740 -9%
NAM
966
NTV Asset Management
West Virginia
$873K – – –
DG
967
Davidson & Garrard
Virginia
$873K +$22.7K +200 +3%
FWM
968
Focused Wealth Management
New York
$871K +$871K +7,674 New
CCG
969
Cypress Capital Group
Florida
$868K +$44.3K +390 +5%
GCM
970
Grisanti Capital Management
New York
$866K +$866K +7,628 New
NPIT
971
National Penn Investors Trust
Pennsylvania
$862K +$34.1K +300 +4%
SC
972
Stralem & Co
New York
$851K – – –
SC
973
Savant Capital
Illinois
$851K +$4.54K +40 +0.5%
AP
974
Appleton Partners
Massachusetts
$848K +$73.8K +650 +10%
JAM
975
Jolley Asset Management
North Carolina
$837K +$795K +7,000 +1,892%
37 38
39
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