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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 %
DP
1001
Dearborn Partners
Illinois
$725K +$5.68K +50 +0.8%
NC
1002
Northpointe Capital
Michigan
$722K +$376K +3,312 +109%
AFG
1003
Albion Financial Group
Utah
$715K -$11.3K -100 -2%
EWA
1004
EP Wealth Advisors
California
$708K -$135K -1,188 -16%
PPCM
1005
Pillar Pacific Capital Management
California
$708K +$5.68K +50 +0.8%
KTC
1006
Kistler-Tiffany Companies
Pennsylvania
$703K – – –
AI
1007
Atria Investments
North Carolina
$698K +$24.1K +212 +4%
IB
1008
Intrust Bank
Kansas
$695K +$22.6K +199 +3%
AP
1009
Advisor Partners
California
$694K +$190K +1,672 +38%
CBN
1010
Cadence Bank NA
Texas
$693K -$34.6K -305 -5%
AB
1011
Atlas Brown
Kentucky
$687K -$146K -1,287 -18%
RIA
1012
Regal Investment Advisors
Michigan
$687K -$24.1K -212 -3%
LIC
1013
Lodestar Investment Counsel
Illinois
$686K – – –
AT
1014
Arvest Trust
Oklahoma
$681K +$96.5K +850 +17%
CA
1015
Corrado Advisors
New Jersey
$679K -$568 -5 -0.1%
HPBT
1016
High Point Bank & Trust
North Carolina
$678K – – –
FNFDCM
1017
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$675K +$284K +2,500 +72%
AIM
1018
Avity Investment Management
Connecticut
$671K -$3.63K -32 -0.5%
WPC
1019
White Pine Capital
Minnesota
$670K – – –
AI
1020
Ariel Investments
Illinois
$665K +$665K +5,855 New
TF
1021
Tompkins Financial
New York
$664K +$117K +1,030 +21%
VWM
1022
Valley Wealth Managers
New Jersey
$661K -$11.3K -100 -2%
IOOF
1023
Independent Order of Foresters
Ontario, Canada
$658K – – –
LCM
1024
Laurion Capital Management
New York
$654K +$654K +5,760 New
MGIA
1025
Moneta Group Investment Advisors
Missouri
$649K -$125K -1,100 -16%
39 40
41
42 43