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 %
SAMC
1051
Shinko Asset Management Company
Japan
$579K -$114K -1,000 -16%
AIC
1052
Ambs Investment Counsel
Michigan
$579K -$34.1K -300 -6%
PAG
1053
Pinnacle Advisory Group
Maryland
$579K +$579K +5,106 New
MCM
1054
Monarch Capital Management
Indiana
$577K – – –
LIM
1055
Leavell Investment Management
Alabama
$574K -$6.81K -60 -1%
MCM
1056
Maple Capital Management
Vermont
$571K +$28.7K +253 +5%
AT
1057
Acadia Trust
Maine
$569K -$39.7K -350 -7%
BFA
1058
Beaumont Financial Advisors
Massachusetts
$569K – – –
NC
1059
NBW Capital
Massachusetts
$568K – – –
BHC
1060
Bowen Hanes & Co
Florida
$568K +$568K +5,000 New
SNT
1061
Security National Trust
West Virginia
$560K +$18.7K +165 +3%
PCMK
1062
Paragon Capital Management (Kansas)
Kansas
$558K -$9.41K -83 -2%
OCM
1063
Orleans Capital Management
Louisiana
$556K -$11.3K -100 -2%
LCM
1064
Lucas Capital Management
New Jersey
$556K – – –
CCC
1065
Chelsea Counsel Company
California
$550K -$158K -1,391 -22%
DT
1066
Diversified Trust
Tennessee
$546K +$9.53K +84 +2%
PIM
1067
Penobscot Investment Management
Massachusetts
$541K +$30.6K +270 +6%
ZAM
1068
Zevin Asset Management
Massachusetts
$535K – – –
HRIA
1069
Haberer Registered Investment Advisor
Ohio
$533K -$318K -2,800 -37%
DSC
1070
Duncker Streett & Co
Missouri
$533K – – –
WCM Investment Management
1071
WCM Investment Management
California
$531K – – –
PAS
1072
Partnervest Advisory Services
California
$529K +$30.1K +265 +6%
JFA
1073
JNBA Financial Advisors
Minnesota
$529K +$51.7K +456 +11%
CNBT
1074
Canandaigua National Bank & Trust
New York
$525K +$39.7K +350 +8%
AAM
1075
Aureus Asset Management
Massachusetts
$522K – – –
41 42
43
44 45