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W.R. Berkley
WRB

Overview Fund Activity

355 hedge funds and large institutions have $4.74B invested in W.R. Berkley in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 104 increasing their positions, 134 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+38
Holders Change %
+11.99%
% of All Funds
9.47%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
52
Increased
104
Reduced
134
Closed
11
Calls
$1.02M
Puts
$322K
Net Calls
+$701K
Net Calls Change
+$883K

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$228M
2
BA
BlackRock Advisors
Delaware
$28.3M
3
Charles Schwab
Charles Schwab
California
$29.2M
4
Deutsche Bank
Deutsche Bank
Germany
$28.4M
5
JHIU
Janus Henderson Investors US
Colorado
$14.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$229M
2
GC
Guggenheim Capital
Illinois
$467K
3
Jennison Associates
Jennison Associates
New York
$183M
4
Victory Capital Management
Victory Capital Management
Texas
$8.62M
5
Swiss National Bank
Swiss National Bank
Switzerland
$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Asset Management One
226
Asset Management One
Japan
$656K – – –
CCMH
227
Cornerstone Capital Management Holdings
New York
$652K -$2.65M -174,612 -80%
Nomura Asset Management
228
Nomura Asset Management
Japan
$651K – – –
VIA
229
Vident Investment Advisory
Georgia
$641K +$641K +42,204 New
ARTA
230
A.R.T. Advisors
New York
$611K +$611K +40,250 New
BIM
231
BRC Investment Management
Colorado
$606K +$606K +39,893 New
FT
232
Fiduciary Trust
Massachusetts
$602K +$602K +39,660 New
BGDI
233
BW Gestao de Investimentos
Brazil
$595K – – –
FM
234
Foster & Motley
Ohio
$594K -$17.2K -1,130 -3%
Neuberger Berman Group
235
Neuberger Berman Group
New York
$589K – – –
JPMPWA
236
J.P. Morgan Private Wealth Advisors
California
$586K +$243K +16,018 +71%
GL
237
GLG LLC
New York
$581K -$445K -29,268 -43%
CIBC Private Wealth Group
238
CIBC Private Wealth Group
Georgia
$574K – – –
WCWM
239
Willow Creek Wealth Management
California
$562K +$562K +36,987 New
Wealth Enhancement Advisory Services
240
Wealth Enhancement Advisory Services
Minnesota
$562K +$562K +36,987 New
AA
241
ALPS Advisors
Colorado
$561K -$74.9K -4,927 -12%
SCM
242
Shelton Capital Management
Colorado
$539K -$88K -5,798 -14%
CAM
243
Capstone Asset Management
Texas
$532K -$109K -7,189 -17%
NCM
244
Northroad Capital Management
New York
$522K -$31K -2,042 -6%
Janus Henderson Group
245
Janus Henderson Group
United Kingdom
$514K – – –
D.E. Shaw & Co
246
D.E. Shaw & Co
New York
$514K +$514K +33,811 New
WIS
247
Wright Investors Service
Connecticut
$500K +$27.5K +1,809 +6%
Bank of Nova Scotia
248
Bank of Nova Scotia
Ontario, Canada
$486K – – –
WAM
249
World Asset Management
Michigan
$484K -$71.5K -4,708 -13%
SAM
250
Symphony Asset Management
California
$478K – – –
8 9
10
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