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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 %
MCM
1251
Marathon Capital Management
Maryland
$231K – – –
ICRM
1252
Insight Capital Research & Management
California
$230K – – –
CHA
1253
Cedar Hill Associates
Illinois
$230K – – –
KLWA
1254
Kelly Lawrence W & Associates
California
$228K +$120K +1,052 +110%
ST
1255
Sageworth Trust
Pennsylvania
$227K -$227K -2,000 -50%
BII
1256
Bainco International Investors
Massachusetts
$227K – – –
MMG
1257
Monetary Management Group
Missouri
$227K +$28.4K +250 +14%
FSA
1258
Financial Sense Advisors
California
$226K +$226K +1,998 New
WIM
1259
Wilen Investment Management
Florida
$225K – – –
BO
1260
Bank OZK
Arkansas
$221K +$221K +1,947 New
WF
1261
WealthTrust Fairport
Ohio
$220K +$13.2K +116 +6%
GWM
1262
Greenwich Wealth Management
Connecticut
$219K -$5.68K -50 -3%
GAM
1263
Gotham Asset Management
New York
$216K +$216K +1,907 New
TSWM
1264
Triangle Securities Wealth Management
North Carolina
$210K -$312K -2,750 -60%
MAA
1265
Matrix Asset Advisors
New York
$210K – – –
ITIM
1266
Indiana Trust & Investment Management
Indiana
$209K – – –
HCM
1267
Hodges Capital Management
Texas
$206K – – –
MCWS
1268
McKinley Carter Wealth Services
West Virginia
$205K -$26.3K -250 -11%
KIC
1269
Keating Investment Counselors
Florida
$204K -$108K -950 -35%
MTC
1270
McDaniel Terry & Co
Texas
$204K – – –
NA
1271
Nottingham Advisors
New York
$203K – – –
KCM
1272
Kornitzer Capital Management
Kansas
$202K +$202K +1,778 New
ATC
1273
Argent Trust Company
Louisiana
$202K +$202K +1,783 New
CTA
1274
Chesley Taft & Associates
Illinois
$201K +$201K +1,767 New
NEPWA
1275
New England Private Wealth Advisors
Massachusetts
$200K +$200K +1,770 New
49 50
51
52 53