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 %
LIA
1101
LBMC Investment Advisors
Tennessee
$472K – – –
SFG
1102
SNS Financial Group
Minnesota
$472K +$472K +4,154 New
AI
1103
Accredited Investors
Minnesota
$471K – – –
PFM
1104
Parsec Financial Management
North Carolina
$468K -$115K -1,010 -20%
CRC
1105
Curi RMB Capital
Illinois
$467K -$92.4K -814 -17%
BIA
1106
Biondo Investment Advisors
Pennsylvania
$465K -$85.1K -750 -15%
ALA
1107
Atherton Lane Advisers
California
$459K -$117K -1,026 -20%
RMA
1108
Roffman Miller Associates
Pennsylvania
$458K -$17K -150 -4%
TT
1109
Tower Trust
Indiana
$456K +$19.4K +171 +4%
EWM
1110
Endurance Wealth Management
Rhode Island
$453K – – –
State Farm Mutual Automobile Insurance
1111
State Farm Mutual Automobile Insurance
Illinois
$450K – – –
CPA
1112
Cowen Prime Advisors
New York
$448K +$53.5K +470 +14%
VDI
1113
Vaughan David Investments
Illinois
$447K -$17K -150 -4%
MSR
1114
Main Street Research
Connecticut
$443K – – –
BT
1115
Brandywine Trust
Delaware
$440K – – –
RT
1116
Rockland Trust
Massachusetts
$439K – – –
LA
1117
Lynch & Associates
Indiana
$437K – – –
BC
1118
Burney Company
Virginia
$437K +$36.6K +323 +9%
CAI
1119
Capital Advisors Inc
Oklahoma
$436K – – –
MWNA
1120
Marshall Wace North America
New York
$431K +$431K +3,800 New
GT
1121
Greenleaf Trust
Michigan
$429K – – –
VWM
1122
Vector Wealth Management
Minnesota
$426K -$56.8K -500 -12%
TCM
1123
Tufton Capital Management
Maryland
$426K +$907 +8 +0.2%
KFS
1124
Kurt F. Somerville
$425K – – –
TCOT
1125
Trust Company of Toledo
Ohio
$425K +$7.5K +66 +2%
43 44
45
46 47