BRK.B icon

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 %
ACI
201
AMP Capital Investors
Australia
$44.6M +$6.47M +54,812 +17%
PMG
202
Private Management Group
California
$43.8M -$115K -968 -0.3%
OI
203
Oakbrook Investments
Illinois
$42.8M -$2.22M -18,710 -5%
OTPPB
204
Ontario Teachers' Pension Plan Board
Ontario, Canada
$41.8M -$8.57M -72,271 -17%
CIBC Asset Management
205
CIBC Asset Management
Ontario, Canada
$41.8M -$2.98M -25,119 -7%
GLA
206
Great Lakes Advisors
Illinois
$41.4M -$1.97M -16,656 -5%
COPPSERS
207
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$40.7M -$2.85M -24,029 -7%
Nordea Investment Management
208
Nordea Investment Management
Sweden
$40.1M +$23.1M +195,143 +136%
LWM
209
Lenox Wealth Management
Ohio
$39.6M +$39.6M +333,899 New
MAMU
210
Marathon Asset Management (UK)
United Kingdom
$39.3M -$5.73M -48,368 -13%
Franklin Resources
211
Franklin Resources
California
$39.3M +$849K +7,161 +2%
FRM
212
Foundation Resource Management
Arkansas
$39M -$188K -1,586 -0.5%
CBOA
213
Commonwealth Bank of Australia
Australia
$38.8M +$3.53M +29,809 +10%
URS
214
Utah Retirement Systems
Utah
$38.1M – – –
PI
215
PineBridge Investments
New York
$37.9M -$2.36M -19,908 -6%
SAA
216
Southeast Asset Advisors
Georgia
$37.2M +$122K +1,030 +0.3%
QI
217
QV Investors
Alberta, Canada
$36.6M +$36.6M +308,870 New
Thrivent Financial for Lutherans
218
Thrivent Financial for Lutherans
Minnesota
$36.4M +$29.8M +251,400 +452%
PTC
219
Philadelphia Trust Company
Pennsylvania
$36.1M -$479K -4,036 -1%
ACM
220
AKRE Capital Management
Virginia
$35.9M +$4.74K +40 +0%
Asset Management One
221
Asset Management One
Japan
$35.6M +$236K +1,997 +0.7%
GIBU
222
Gulf International Bank (UK)
United Kingdom
$35.5M +$35.5M +299,727 New
TRSOTSOK
223
Teachers Retirement System of the State of Kentucky
Kentucky
$34.9M -$1.35M -11,400 -4%
SBH
224
Segall Bryant & Hamill
Illinois
$34.5M -$265K -2,234 -0.8%
PC
225
Polar Capital
United Kingdom
$34.4M – – –
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