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W.R. Berkley
WRB

Overview Fund Activity

341 hedge funds and large institutions have $4.57B invested in W.R. Berkley in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 120 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
-14
Holders Change %
-3.94%
% of All Funds
9.1%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
28
Increased
120
Reduced
130
Closed
38
Calls
$1.36M
Puts
$694K
Net Calls
+$663K
Net Calls Change
-$38K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$37.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$83.4M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$79.2M
4
BFA
BlackRock Fund Advisors
California
$187M
5
JHIU
Janus Henderson Investors US
Colorado
$27.1M

Top Sellers

1
AL
AJO LP
Pennsylvania
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$192M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$883K
4
Deutsche Bank
Deutsche Bank
Germany
$10.1M
5
Morgan Stanley
Morgan Stanley
New York
$4.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
226
Vident Investment Advisory
Georgia
$546K -$85.3K -5,700 -14%
JPMPWA
227
J.P. Morgan Private Wealth Advisors
California
$545K -$33.6K -2,245 -6%
WIS
228
Wright Investors Service
Connecticut
$517K +$23.7K +1,586 +5%
Janus Henderson Group
229
Janus Henderson Group
United Kingdom
$506K – – –
SCM
230
Shelton Capital Management
Colorado
$491K -$39.9K -2,670 -8%
SCM
231
Sterling Capital Management
North Carolina
$485K -$1.41M -94,220 -74%
USGIU
232
U.S. Global Investors (USGI)
Texas
$480K +$480K +32,063 New
JFGIW
233
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$472K +$462K +30,830 +4,475%
WAM
234
World Asset Management
Michigan
$469K -$8.55K -571 -2%
NCM
235
Northroad Capital Management
New York
$466K -$48.2K -3,217 -9%
DIA
236
Dean Investment Associates
Ohio
$454K +$11.2K +746 +3%
SAM
237
Symphony Asset Management
California
$426K -$45.4K -3,031 -10%
SMDAM
238
Sumitomo Mitsui DS Asset Management
Japan
$420K -$30.2K -2,022 -7%
B
239
Barings
North Carolina
$418K – – –
MYLI
240
Meiji Yasuda Life Insurance
Japan
$411K -$46K -3,071 -10%
CA
241
Commerzbank Aktiengesellschaft
Germany
$411K -$15.2K -1,016 -4%
Thrivent Financial for Lutherans
242
Thrivent Financial for Lutherans
Minnesota
$403K -$5.13M -342,562 -93%
DTL
243
Dynamic Technology Lab
Singapore
$379K +$28.3K +1,890 +8%
LIA
244
LS Investment Advisors
Michigan
$378K – – –
Tudor Investment Corp
245
Tudor Investment Corp
Connecticut
$369K +$15.2K +1,013 +4%
GS
246
GAM Systematic
United Kingdom
$362K -$1.56M -103,852 -81%
TMAM
247
Tokio Marine Asset Management
Japan
$361K -$43.5K -2,903 -11%
WBC
248
Westpac Banking Corp
Australia
$361K -$85.8K -5,062 -19%
Rafferty Asset Management
249
Rafferty Asset Management
New York
$353K +$353K +23,564 New
DCM
250
Dynamic Capital Management
Jersey
$349K +$52.5K +3,510 +18%
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