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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 %
DAS
1026
Dynamic Advisor Solutions
Arizona
$893K +$893K +7,531 New
SC
1027
Stralem & Co
New York
$889K – – –
NAM
1028
NTV Asset Management
West Virginia
$876K -$35.6K -300 -4%
RA
1029
Rational Advisors
New York
$874K -$246K -2,078 -22%
NAM
1030
North American Management
Massachusetts
$874K +$874K +7,370 New
DCLA
1031
Douglas C. Lane & Associates
New York
$873K -$100K -843 -10%
NPIT
1032
National Penn Investors Trust
Pennsylvania
$871K -$29.7K -250 -3%
FIM
1033
Fernwood Investment Management
Massachusetts
$867K +$867K +7,310 New
FIMG
1034
Financial & Investment Management Group
Michigan
$866K +$86K +725 +11%
WSTAM
1035
Wilbanks Smith & Thomas Asset Management
Virginia
$865K – – –
BFG
1036
Bouchey Financial Group
New York
$862K +$862K +7,478 New
FTI
1037
Fiduciary Trust International
Massachusetts
$855K -$223K -1,882 -21%
HIM
1038
Hermes Investment Management
United Kingdom
$854K – – –
AAM
1039
Aureus Asset Management
Massachusetts
$854K +$308K +2,600 +57%
WCM Investment Management
1040
WCM Investment Management
California
$849K – – –
GP
1041
Girard Partners
Pennsylvania
$839K +$839K +7,074 New
IAS
1042
IMA Advisory Services
Colorado
$838K – – –
ZIG
1043
Zuckerman Investment Group
Illinois
$830K – – –
MFW
1044
Meristem Family Wealth
Minnesota
$825K -$101K -850 -11%
CC
1045
Courier Capital
New York
$824K -$256K -2,159 -24%
OWIM
1046
Old West Investment Management
California
$824K -$5.69K -48 -0.7%
KPCM
1047
Kings Point Capital Management
New York
$819K -$35.6K -300 -4%
BAM
1048
Brave Asset Management
New Jersey
$817K +$817K +6,888 New
EGA
1049
E&G Advisors
Texas
$812K +$812K +6,853 New
TFA
1050
Transamerica Financial Advisors
Florida
$810K +$50.3K +424 +7%
40 41
42
43 44