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

Top Sellers

1
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$9.73B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$692M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$2.24B
4
CA
4
Commerzbank Aktiengesellschaft
Germany
$75.7M
5
Teacher Retirement System of Texas
5
Teacher Retirement System of Texas
Texas
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Verition Fund Management
1476
Verition Fund Management
Connecticut
– -$1.08M -9,505 Closed
GC
1477
Guardian Capital
Ontario, Canada
– -$1.06M -9,350 Closed
JIM
1478
Jupiter Investment Management
United Kingdom
– -$1M -8,851 Closed
MMLI
1479
Massachusetts Mutual Life Insurance
Massachusetts
– -$997K -8,789 Closed
SIC
1480
Sigma Investment Counselors
Michigan
– -$935K -8,235 Closed
LCM
1481
Laurion Capital Management
New York
– -$654K -5,760 Closed
MMH
1482
Menora Mivtachim Holdings
Israel
– -$363K -3,200 Closed
NCMW
1483
Northern Capital Management (Wisconsin)
Wisconsin
– -$310K -2,730 Closed
LD
1484
Lipe & Dalton
New York
– -$289K -2,550 Closed
CAS
1485
CTC Alternative Strategies
Illinois
– -$276K -2,435 Closed
MCM
1486
Matarin Capital Management
New York
– -$263K -2,315 Closed
FCCM
1487
First City Capital Management
Georgia
– -$253K -2,229 Closed
MG
1488
MDE Group
New Jersey
– -$248K -2,185 Closed
FA
1489
FMA Advisory
Pennsylvania
– -$241K -2,119 Closed
MCWS
1490
McKinley Carter Wealth Services
West Virginia
– -$205K -1,949 Closed
NA
1491
Nottingham Advisors
New York
– -$203K -1,790 Closed
ATC
1492
Argent Trust Company
Louisiana
– -$202K -1,783 Closed
CTA
1493
Chesley Taft & Associates
Illinois
– -$201K -1,767 Closed
TC
1494
TradeLink Capital
Illinois
– -$170K -1,500 Closed
CFSG
1495
Community Financial Services Group
Vermont
– -$111K -975 Closed
BIM
1496
Bridgecreek Investment Management
Oklahoma
– -$91K -800 Closed
IRS
1497
Invictus RG (Singapore)
Singapore
– -$40K -354 Closed
BCAM
1498
Boston Common Asset Management
Massachusetts
– -$35K -311 Closed
SMA
1499
Simply Money Advisors
Ohio
– -$23K -200 Closed
PFO
1500
Pathstone Family Office
New Jersey
– -$6K -55 Closed
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