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
$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 %
FFC
1301
First Financial Corp
Indiana
$96K – – –
BIM
1302
Bridgecreek Investment Management
Oklahoma
$91K – – –
BOK
1303
Bank of Kentucky
Kentucky
$91K – – –
WOC
1304
West Oak Capital
California
$87.9K +$14.1K +124 +19%
MS
1305
Madison Scottsdale
Arizona
$85K -$147K -1,300 -63%
WAM
1306
Wallington Asset Management
Indiana
$84K – – –
VCM
1307
Vigilant Capital Management
Maine
$77K – – –
ECM
1308
ETrade Capital Management
Virginia
$75K +$35.6K +312 +90%
CAL
1309
Capital Analysts LLC
Pennsylvania
$68.1K +$56.8K +500 +500%
CRM
1310
Cramer Rosenthal McGlynn
Connecticut
$68K – – –
MUMSS
1311
Mitsubishi UFJ Morgan Stanley Securities
Japan
$61K +$31.6K +280 +108%
JIR
1312
James Investment Research
Ohio
$58K -$11.4K -100 -16%
RI
1313
Redwood Investments
Massachusetts
$57K – – –
OSAM
1314
O'Shaughnessy Asset Management
Connecticut
$57K +$43.4K +382 +318%
GI
1315
Gradient Investments
Minnesota
$52K +$9.04K +80 +21%
AA
1316
AlphaMark Advisors
Kentucky
$45K -$11.3K -100 -20%
PC
1317
Permit Capital
Pennsylvania
$40K -$45.7K -400 -53%
AIM
1318
Acuity Investment Management
Ontario, Canada
$40K -$11.4K -100 -22%
IRS
1319
Invictus RG (Singapore)
Singapore
$40K +$6.55K +58 +20%
HCC
1320
Hirtle Callaghan & Co
Pennsylvania
$39K +$39K +343 New
BCAM
1321
Boston Common Asset Management
Massachusetts
$35K – – –
AW
1322
Alpha Windward
Massachusetts
$34K – – –
MAS
1323
Madden Advisory Services
Florida
$34K – – –
Flossbach Von Storch
1324
Flossbach Von Storch
Germany
$34K – – –
PC
1325
Polar Capital
United Kingdom
$32.9K -$17.3K -152,700 -34%
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53
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