BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,451 hedge funds and large institutions have $91.9B invested in Berkshire Hathaway Class B in 2013 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 524 increasing their positions, 504 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,451
Holders Change
+102
Holders Change %
+7.56%
% of All Funds
42.14%
Holding in Top 10
213
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.9%
% of All Funds
6.19%
New
167
Increased
524
Reduced
504
Closed
49
Calls
$1.13B
Puts
$1.09B
Net Calls
+$39.5M
Net Calls Change
-$26M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$984M
2
State Street
State Street
Massachusetts
$9.21B
3
Goldman Sachs
Goldman Sachs
New York
$664M
4
GIM
Greylin Investment Management
Virginia
$103M
5
Morgan Stanley
Morgan Stanley
New York
$795M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$9.73B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$692M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$2.24B
4
CA
Commerzbank Aktiengesellschaft
Germany
$75.7M
5
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
1151
MYCIO Wealth Partners
Pennsylvania
$538K +$18.2K +154 +4%
PAS
1152
Partnervest Advisory Services
California
$535K -$17.2K -145 -3%
ERIM
1153
Eagle Ridge Investment Management
Connecticut
$534K -$712 -6 -0.1%
TAM
1154
Telluride Asset Management
Minnesota
$534K +$534K +4,500 New
ATC
1155
Adirondack Trust Company
New York
$533K – – –
CAM
1156
Cubic Asset Management
Massachusetts
$525K – – –
GLRA
1157
Gerald L. Ray & Associates
Texas
$524K – – –
ABP
1158
Arthur B. Page
$524K +$524K +4,417 New
FBT
1159
First Bankers Trust
Kentucky
$521K – – –
LCM
1160
Logan Capital Management
Pennsylvania
$520K +$6.53K +55 +1%
NCM
1161
Noesis Capital Mangement
Florida
$519K -$17.8K -150 -3%
LCM
1162
LVM Capital Management
Michigan
$518K – – –
MCM
1163
Moore Capital Management
New York
$518K +$518K +4,371 New
HRIA
1164
Haberer Registered Investment Advisor
Ohio
$509K -$47.4K -400 -9%
ZIC
1165
ZWJ Investment Counsel
Georgia
$507K – – –
WI
1166
Wedgewood Investors
Pennsylvania
$507K – – –
BHC
1167
Bowen Hanes & Co
Florida
$505K -$87.7K -740 -15%
Kayne Anderson Rudnick Investment Management
1168
Kayne Anderson Rudnick Investment Management
California
$504K – – –
DCM
1169
Donaldson Capital Management
Indiana
$496K -$26.7K -225 -5%
RT
1170
Reliance Trust
Georgia
$493K – – –
AI
1171
Accredited Investors
Minnesota
$492K – – –
WPC
1172
Waters Parkerson & Co
Louisiana
$490K -$4.39K -37 -0.9%
IHL
1173
Investment House LLC
California
$489K -$134K -1,130 -22%
NES
1174
New England Securities
New York
$486K -$17.5K -148 -3%
BIA
1175
Biondo Investment Advisors
Pennsylvania
$486K – – –
45 46
47
48 49