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W.R. Berkley
WRB

Overview Fund Activity

354 hedge funds and large institutions have $4.73B invested in W.R. Berkley in 2015 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 112 increasing their positions, 123 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+14
Holders Change %
+4.12%
% of All Funds
9.3%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
44
Increased
112
Reduced
123
Closed
28
Calls
$9.11M
Puts
$1.37M
Net Calls
+$7.74M
Net Calls Change
+$904K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$186M
2
BCM
Bridgeway Capital Management
Texas
$23.8M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$447M
4
BFA
BlackRock Fund Advisors
California
$215M
5
JHIU
Janus Henderson Investors US
Colorado
$18.7M

Top Sellers

1
TAM
Timucuan Asset Management
Florida
$0
2
UBS AM
UBS AM
Illinois
$21.8M
3
Marshall Wace
Marshall Wace
United Kingdom
$3.75M
4
ZDA
Zweig-DiMenna Associates
New York
$0
5
Bank of New York Mellon
Bank of New York Mellon
New York
$75M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rafferty Asset Management
226
Rafferty Asset Management
New York
$490K -$64.2K -3,885 -12%
SAM
227
Silvercrest Asset Management
New York
$476K -$492K -30,375 -51%
USAA
228
United Services Automobile Association
Texas
$475K +$475K +29,295 New
DCM
229
Dynamic Capital Management
Jersey
$472K +$472K +29,089 New
HMS
230
Hanseatic Management Services
New Mexico
$470K +$470K +28,958 New
AW
231
Alpha Windward
Massachusetts
$469K +$7.12K +439 +2%
Asset Management One
232
Asset Management One
Japan
$460K -$140K -8,447 -23%
SAM
233
Symphony Asset Management
California
$454K -$2.19K -135 -0.5%
PA
234
Profund Advisors
Maryland
$449K -$15.2K -935 -3%
LPL Financial
235
LPL Financial
California
$433K +$185K +11,610 +75%
BCM
236
BlueCrest Capital Management
Jersey
$433K +$433K +26,683 New
NCM
237
Northroad Capital Management
New York
$425K -$26.1K -1,610 -6%
ACM
238
Argentus Capital Management
Texas
$422K -$645K -39,782 -60%
Brown Advisory
239
Brown Advisory
Maryland
$402K +$402K +24,806 New
BF
240
BOK Financial
Oklahoma
$398K +$20K +1,235 +5%
Creative Planning
241
Creative Planning
Kansas
$395K +$110K +6,753 +38%
Cambridge Investment Research Advisors
242
Cambridge Investment Research Advisors
Iowa
$395K +$395K +24,337 New
GL
243
GLG LLC
New York
$388K -$223K -13,743 -37%
AIM
244
Assured Investment Management
New York
$387K -$405K -24,972 -51%
TP
245
Truvvo Partners
New York
$377K +$377K +23,213 New
Calamos Advisors
246
Calamos Advisors
Illinois
$362K – – –
LIM
247
Leavell Investment Management
Alabama
$353K – – –
DL
248
Delta Lloyd
Netherlands
$353K – – –
SHA
249
Smith Hayes Advisers
Nebraska
$348K +$162 +10 +0%
SMDAM
250
Sumitomo Mitsui DS Asset Management
Japan
$341K -$55.4K -3,423 -14%
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