We are live on ! Find out more
JRVR icon

James River Group Holdings
JRVR

173 hedge funds and large institutions have $1.18B invested in James River Group Holdings in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

15% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 59

10% more capital invested

Capital invested by funds: $1.07B → $1.18B (+$108M)

2% more funds holding

Funds holding: 169 → 173 (+4)

0.49% less ownership

Funds ownership: 98.53% → 98.04% (-0.49%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
3.74%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
68
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIP
Champlain Investment Partners
Vermont
+$10.2M
2
BlackRock
BlackRock
New York
+$6.55M
3
American Century Companies
American Century Companies
Missouri
+$5.06M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.02M
5
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$2.1M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$9.99M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$6.36M
3
RA
Royce & Associates
New York
-$5.97M
4
EAM
Eagle Asset Management
Florida
-$5.92M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
151
First Personal Financial Services
North Carolina
$12K – – –
FHB
152
First Hawaiian Bank
Hawaii
$11K -$49.6K -1,265 -83%
ASN
153
Advisory Services Network
Georgia
$11K -$1.37K -35 -12%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$9K – – –
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$9K – – –
LWA
156
Lenox Wealth Advisors
New York
$9K +$8.97K +229 New
VCM
157
Versant Capital Management
Arizona
$9K +$9.05K +231 +1,650%
LF
158
Lee Financial
Texas
$8K – – –
WTC
159
WhitTier Trust Company
Nevada
$8K – – –
SIAS
160
Shine Investment Advisory Services
Colorado
$6K – – –
RCAG
161
Rehmann Capital Advisory Group
Michigan
$5.3K – – –
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$5K -$24.6K -629 -84%
CFGS
163
Concourse Financial Group Securities
Alabama
$4K -$2.63K -67 -37%
FNC
164
First National Corp
Massachusetts
$4K +$3.53K +90 New
FRA
165
Front Row Advisors
California
$3K – – –
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.02K +77 New
WAM
167
Wealthspire Advisors (Maryland)
Maryland
$2K -$901 -23 -27%
DAM
168
Delta Asset Management
Tennessee
$2K – – –
CFA
169
Camarda Financial Advisors
Florida
$2K +$2.19K +56 New
PFBT
170
Parkside Financial Bank & Trust
Missouri
$1K – – –
WT
171
Whittier Trust
California
$1K +$588 +15 New
GT
172
Glenmede Trust
Pennsylvania
$3 – – –
SC
173
Seacliff Capital
Connecticut
– -$1.1M -30,000 Closed
SI
174
Stephens Inc
Arkansas
– -$525K -14,360 Closed
SSA
175
Schonfeld Strategic Advisors
New York
– -$435K -11,900 Closed
4 5 6
7
8

JRVR Hedge Fund Activity: Q1 2019 in Review

173 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in James River Group Holdings (JRVR) for Q1 2019, worth a combined $1.18B — up 10% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new JRVR positions and 13 closed out — a net gain of 4 holders — while 68 added to existing stakes and 59 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $10.2M. The largest seller was Goldman Sachs, cutting an estimated $9.99M.

  • 173 institutional investors held James River Group Holdings (JRVR) as of Q1 2019, up from 169 in Q4 2018.
  • Funds reported $1.18B of James River Group Holdings stock for Q1 2019, up 10% quarter-over-quarter.
  • 17 funds opened new James River Group Holdings positions in Q1 2019 and 13 closed out, a net change of +4 holders.
  • The largest James River Group Holdings buyer in Q1 2019 was Champlain Investment Partners, an estimated $10.2M added.
  • The largest James River Group Holdings seller in Q1 2019 was Goldman Sachs, an estimated $9.99M sold.

Based on aggregated 13F filings for Q1 2019.