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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
$9.88B
2
Vanguard Group
Vanguard Group
Pennsylvania
$8.71B
3
Fisher Asset Management
Fisher Asset Management
Washington
$583M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$206M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$424M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.18B
2
Swiss National Bank
Swiss National Bank
Switzerland
$0
3
First Eagle Investment Management
First Eagle Investment Management
New York
$189K
4
TCIM
TIAA CREF Investment Management
New York
$951M
5
BIT
BlackRock Institutional Trust
California
$5.23B
Name Holding Trade Value Shares
Change 		Shares
Change %
BMM
1201
Buffington Mohr McNeal
Idaho
$291K -$55K -485 -16%
HH
1202
Hilltop Holdings
Texas
$291K -$16.4K -144 -5%
LD
1203
Lipe & Dalton
New York
$289K +$289K +2,550 New
BST
1204
Bath Savings Trust
Maine
$289K – – –
IFB
1205
iAB Financial Bank
Indiana
$288K -$45.4K -400 -14%
MFBTD
1206
MB Financial Bank - Trust Department
Illinois
$287K -$7.37K -65 -3%
SSIA
1207
Spero-Smith Investment Advisers
Ohio
$284K – – –
NIA
1208
Northstar Investment Advisors
Colorado
$284K – – –
DBG
1209
De Burlo Group
Massachusetts
$284K +$284K +2,500 New
BFIC
1210
Bedell Frazier Investment Counselling
California
$278K – – –
GC
1211
Gibson Capital
Pennsylvania
$278K – – –
BHBT
1212
Burke & Herbert Bank & Trust
Virginia
$277K +$34.1K +300 +14%
EWM
1213
Elite Wealth Management
Washington
$277K +$208K +1,836 +302%
IWC
1214
Integrated Wealth Counsel
California
$277K – – –
CAS
1215
CTC Alternative Strategies
Illinois
$276K +$276K +2,435 New
HC
1216
Highmount Capital
New York
$276K -$34.1K -300 -11%
NCMG
1217
NCM Capital Management Group
North Carolina
$275K +$5.67K +50 +2%
BWP
1218
BSW Wealth Partners
Colorado
$273K -$8.5K -75 -3%
VFP
1219
Verus Financial Partners
Virginia
$270K – – –
CCP
1220
Clarkston Capital Partners
Michigan
$267K – – –
MCM
1221
Matarin Capital Management
New York
$263K -$222K -1,956 -46%
SCG
1222
Strategic Capital Group
Washington
$261K -$1.14K -10 -0.4%
DAM
1223
Doheny Asset Management
California
$261K – – –
FFSOTS
1224
Fiduciary Financial Services of The Southwest
Texas
$258K +$28.4K +250 +12%
BT
1225
Bankers Trust
Iowa
$257K +$29K +256 +13%
47 48
49
50 51