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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 %
BMC
1251
Benin Management Corp
Connecticut
$346K -$59.2K -500 -15%
LCP
1252
Legacy Capital Partners
Wisconsin
$344K -$53.4K -450 -13%
FAAM
1253
First Allied Asset Management
California
$344K – – –
QGM
1254
Quality Growth Management
California
$344K +$344K +2,900 New
AMG
1255
Asset Management Group
Connecticut
$340K – – –
CC
1256
Cannell & Co
New York
$338K – – –
AIM
1257
Arcadia Investment Management
Michigan
$338K – – –
SC
1258
Stratford Consulting
Texas
$335K – – –
EB
1259
Eastern Bank
Massachusetts
$334K – – –
MPM
1260
Meritage Portfolio Management
Kansas
$334K +$14.1K +119 +4%
CISOA
1261
Capital Investment Services of America
Wisconsin
$332K – – –
MJP
1262
Michael J. Puzo
$332K – – –
KCM
1263
Kornitzer Capital Management
Kansas
$332K +$121K +1,022 +57%
UAS
1264
United Asset Strategies
New York
$330K -$29.1K -245 -8%
TCMG
1265
TSP Capital Management Group
New Jersey
$330K -$316K – –
AIM
1266
Acropolis Investment Management
Missouri
$329K -$52.2K -440 -14%
CAM
1267
Congress Asset Management
Massachusetts
$329K +$21K +177 +7%
NYLT
1268
New York Life Trust
New York
$324K +$61.1K +515 +23%
GAM
1269
Gotham Asset Management
New York
$322K +$95.9K +809 +42%
OWD
1270
Osborn Williams & Donohoe
Ohio
$321K – – –
IUAM
1271
Itau USA Asset Management
New York
$320K – – –
ACP
1272
Ashfield Capital Partners
California
$318K – – –
HCA
1273
Harbour Capital Advisors
Virginia
$318K +$318K +2,680 New
WMC
1274
Westwood Management Corporation
Illinois
$314K – – –
WA
1275
WealthTrust-Arizona
Arizona
$311K -$1.43K -12 -0.5%
49 50
51
52 53