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W.R. Berkley
WRB

Overview Fund Activity

381 hedge funds and large institutions have $6.39B invested in W.R. Berkley in 2018 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 138 increasing their positions, 127 reducing their positions, and 37 closing their positions.

Holders
381
Holders Change
-9
Holders Change %
-2.31%
% of All Funds
8.73%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
30
Increased
138
Reduced
127
Closed
37
Calls
$2.3M
Puts
$1.55M
Net Calls
+$748K
Net Calls Change
+$2.29M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$243M
2
ACM
2
Atlanta Capital Management
Georgia
$438M
3
Millennium Management
3
Millennium Management
New York
$32.6M
4
Bank of America
4
Bank of America
North Carolina
$45.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$660M

Top Sellers

1
TCIM
1
TIAA CREF Investment Management
New York
$21.5M
2
Eagle Capital Management (New York)
2
Eagle Capital Management (New York)
New York
$393M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$33.9M
4
State Street
4
State Street
Massachusetts
$267M
5
Citadel Advisors
5
Citadel Advisors
Florida
$772K
Name Market Value Shares Shares
Change 		Shares
Change %
Toronto Dominion Bank
226
Toronto Dominion Bank
Ontario, Canada
$701K 9,691 +3,021 +45%
ECM
227
Elgethun Capital Management
South Dakota
$693K 9,613 -1,500 -13%
PA
228
Profund Advisors
Maryland
$690K 9,535 -939 -9%
JG
229
Jefferies Group
New York
$677K 9,347 +9,347 New
Caisse de Depot et Placement du Quebec (CDPQ)
230
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$673K 9,300 -11,300 -55%
Pzena Investment Management
231
Pzena Investment Management
New York
$672K 9,284 +3,145 +51%
PAM
232
Panagora Asset Management
Massachusetts
$660K 9,117 -1,809 -17%
Grantham, Mayo, Van Otterloo & Co (GMO)
233
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$660K 9,114 +9,114 New
NA
234
Neuburgh Advisers
California
$655K 9,042 +330 +4%
GT
235
Glenmede Trust
Pennsylvania
$645K 8,913 -640 -7%
NAM
236
Nissay Asset Management
Japan
$635K 8,763 -194 -2%
LTFS
237
Ladenburg Thalmann Financial Services
Florida
$631K 8,693 – –
MBA
238
McQueen Ball & Associates
Pennsylvania
$610K 8,420 – –
LFA
239
Legacy Financial Advisors
Kentucky
$598K 8,150 +121 +2%
IA
240
IFG Advisory
Georgia
$579K 8,007 – –
PP
241
Paloma Partners
Connecticut
$573K 7,918 +7,918 New
Creative Planning
242
Creative Planning
Kansas
$562K 7,763 +48 +0.6%
SMDAM
243
Sumitomo Mitsui DS Asset Management
Japan
$554K 7,661 +15 +0.2%
DADC
244
D.A. Davidson & Co
Montana
$553K 7,642 +2,293 +43%
CIC
245
Chilton Investment Company
Connecticut
$549K 7,581 -24,978 -77%
DIM
246
DC Investments Management
Virginia
$524K 7,239 +3,099 +75%
OAM
247
Oppenheimer Asset Management
New York
$521K 7,186 +1,101 +18%
SCM
248
Shelton Capital Management
Colorado
$493K 6,802 – –
MCIM
249
Meadow Creek Investment Management
Georgia
$476K 6,576 +240 +4%
6M
250
6 Meridian
Kansas
$474K 6,546 -166 -2%
8 9
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