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 %
FWSM
1076
First Wilshire Securities Management
California
$517K – – –
SFSIG
1077
San Francisco Sentry Investment Group
California
$516K +$278K +2,450 +117%
PTC
1078
Private Trust Company
Ohio
$515K +$78.1K +688 +18%
NCM
1079
Noesis Capital Mangement
Florida
$514K – – –
ERIM
1080
Eagle Ridge Investment Management
Connecticut
$511K -$510K -4,494 -50%
ATC
1081
Adirondack Trust Company
New York
$511K +$23.8K +210 +5%
BONST
1082
Bank of Nova Scotia Trust
Ontario, Canada
$509K -$62.4K -550 -11%
CAM
1083
Cubic Asset Management
Massachusetts
$503K +$71.5K +630 +17%
GLRA
1084
Gerald L. Ray & Associates
Texas
$502K – – –
DCM
1085
Donaldson Capital Management
Indiana
$501K -$11.4K -100 -2%
PFC
1086
Phocas Financial Corp
California
$501K +$8.28K +73 +2%
FBT
1087
First Bankers Trust
Kentucky
$499K -$7.95K -70 -2%
MWP
1088
MYCIO Wealth Partners
Pennsylvania
$498K – – –
LCM
1089
LVM Capital Management
Michigan
$495K – – –
BIM
1090
Barton Investment Management
Pennsylvania
$495K – – –
LCM
1091
Logan Capital Management
Pennsylvania
$491K -$36.5K -322 -7%
IT
1092
Independence Trust
Tennessee
$486K – – –
ZIC
1093
ZWJ Investment Counsel
Georgia
$485K – – –
WI
1094
Wedgewood Investors
Pennsylvania
$485K – – –
Kayne Anderson Rudnick Investment Management
1095
Kayne Anderson Rudnick Investment Management
California
$482K – – –
NES
1096
New England Securities
New York
$482K +$89.5K +789 +23%
AA
1097
Apriem Advisors
California
$477K -$22.7K -200 -5%
CL
1098
CPWM LLC
Washington
$474K – – –
WPC
1099
Waters Parkerson & Co
Louisiana
$473K +$22.7K +200 +5%
RT
1100
Reliance Trust
Georgia
$472K – – –
42 43
44
45 46