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 %
FHB
1126
First Hawaiian Bank
Hawaii
$425K +$308K +2,717 +264%
OIA
1127
Optimum Investment Advisors
Illinois
$420K +$420K +3,700 New
CIP
1128
Convergence Investment Partners
Florida
$419K +$157K +1,383 +60%
DJSG
1129
D.J. St. Germain
Massachusetts
$414K – – –
PIM
1130
Provident Investment Management
Michigan
$410K – – –
Tudor Investment Corp
1131
Tudor Investment Corp
Connecticut
$409K +$409K +3,600 New
LBC
1132
Lowe Brockenbrough & Co
Virginia
$406K -$15.1K -133 -4%
HL
1133
HeadInvest LLC
Maine
$403K – – –
DMC
1134
Drexel Morgan & Co
Pennsylvania
$403K – – –
CTA
1135
Colonial Trust Advisors
South Carolina
$398K +$66.3K +585 +20%
MFO
1136
Marcuard Family Office
Switzerland
$397K – – –
CCMG
1137
Clark Capital Management Group
Pennsylvania
$393K -$20.2K -178 -5%
SGK
1138
Steigerwald Gordon & Koch
Virginia
$393K – – –
MIHAS
1139
Maj Invest Holding A/S
Denmark
$389K – – –
BMC
1140
Benin Management Corp
Connecticut
$388K -$25.9K -228 -6%
SWM
1141
Segment Wealth Management
Texas
$386K -$22.7K -200 -6%
UBWV
1142
United Bank (West Virginia)
West Virginia
$383K +$43.8K +385 +13%
LCP
1143
Legacy Capital Partners
Wisconsin
$381K – – –
HAIM
1144
Hunter Associates Investment Management
Pennsylvania
$380K -$278K -2,450 -42%
NSAM
1145
North Star Asset Management
Wisconsin
$380K +$23.2K +204 +6%
PWAG
1146
Polaris Wealth Advisory Group
California
$377K – – –
KB
1147
Kimelman & Baird
New York
$375K – – –
FNBOH
1148
First National Bank of Hutchinson
Kansas
$374K -$204K -1,795 -35%
WA
1149
Waverly Advisors
Alabama
$374K – – –
HDIM
1150
Hanson & Doremus Investment Management
Vermont
$373K +$1.02K +9 +0.3%
44 45
46
47 48