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 %
LBC
1151
Lawrence B. Cohen
$369K – – –
FMW
1152
Farr Miller & Washington
District of Columbia
$369K – – –
CCM
1153
Coldstream Capital Management
Washington
$366K – – –
AIM
1154
Acropolis Investment Management
Missouri
$365K +$6.92K +61 +2%
MMH
1155
Menora Mivtachim Holdings
Israel
$363K – – –
HCM
1156
Hutchinson Capital Management
California
$360K +$56.8K +500 +19%
TNBTD
1157
Trustmark National Bank Trust Department
Mississippi
$354K -$22.7K -200 -6%
SA
1158
Strategic Advisors
New York
$352K +$34.8K +306 +11%
QIM
1159
Quantitative Investment Management
Virginia
$351K +$351K +3,100 New
GHA
1160
GW Henssler & Associates
Georgia
$348K – – –
SIM
1161
Sadoff Investment Management
Wisconsin
$347K -$85.2K -750 -20%
CA
1162
Cortland Associates
Missouri
$345K – – –
NI
1163
NFC Investments
Tennessee
$345K – – –
JCM
1164
Janney Capital Management
Pennsylvania
$344K – – –
UAS
1165
United Asset Strategies
New York
$343K -$17K -150 -5%
BT
1166
Beacon Trust
New Jersey
$343K – – –
ACM
1167
Argent Capital Management
Missouri
$336K -$17K -150 -5%
HI
1168
Hudock Inc
Pennsylvania
$336K – – –
CIC
1169
Carnegie Investment Counsel
Ohio
$333K – – –
MBT
1170
Monroe Bank & Trust
Michigan
$333K +$81.8K +721 +33%
MC
1171
Middleton & Co
Massachusetts
$331K – – –
FAAM
1172
First Allied Asset Management
California
$329K -$194K -1,708 -37%
RTS
1173
Round Table Services
New Jersey
$329K +$39.7K +350 +14%
SCM
1174
Sterneck Capital Management
Missouri
$327K -$2.83K -25 -0.9%
AMG
1175
Asset Management Group
Connecticut
$326K -$5.23K -46 -2%
45 46
47
48 49