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W.R. Berkley
WRB

Overview Fund Activity

390 hedge funds and large institutions have $7B invested in W.R. Berkley in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 138 increasing their positions, 124 reducing their positions, and 30 closing their positions.

Holders
390
Holders Change
+9
Holders Change %
+2.36%
% of All Funds
8.93%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
42
Increased
138
Reduced
124
Closed
30
Calls
$1.92M
Puts
$1.65M
Net Calls
+$264K
Net Calls Change
-$484K

Top Buyers

1
ACM
1
Atlanta Capital Management
Georgia
$629M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$304M
3
BlackRock
3
BlackRock
New York
$857M
4
Boston Partners
4
Boston Partners
Massachusetts
$300M
5
SI
5
Scout Investments
Missouri
$39.8M

Top Sellers

1
Eagle Capital Management (New York)
1
Eagle Capital Management (New York)
New York
$175M
2
Victory Capital Management
2
Victory Capital Management
Texas
$273M
3
Millennium Management
3
Millennium Management
New York
$3.72M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$23.7M
5
Northern Trust
5
Northern Trust
Illinois
$79.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Caisse de Depot et Placement du Quebec (CDPQ)
226
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$687K 8,600 -700 -8%
IA
227
IFG Advisory
Georgia
$685K 8,573 +566 +7%
PAM
228
Panagora Asset Management
Massachusetts
$673K 8,426 -691 -8%
MBA
229
McQueen Ball & Associates
Pennsylvania
$673K 8,420 – –
LFA
230
Legacy Financial Advisors
Kentucky
$649K 8,124 -26 -0.3%
Creative Planning
231
Creative Planning
Kansas
$647K 8,091 +328 +4%
GT
232
Glenmede Trust
Pennsylvania
$644K 8,062 -851 -10%
MML Investors Services
233
MML Investors Services
Massachusetts
$624K 7,810 +7,810 New
SMDAM
234
Sumitomo Mitsui DS Asset Management
Japan
$617K 7,730 +69 +0.9%
RMC
235
Resources Management Corp
Connecticut
$616K 7,730 +7,730 New
MCIM
236
Meadow Creek Investment Management
Georgia
$611K 7,648 +1,072 +16%
CIC
237
Chilton Investment Company
Connecticut
$606K 7,581 – –
TRCT
238
Tower Research Capital (TRC)
New York
$605K 7,570 +3,928 +108%
DADC
239
D.A. Davidson & Co
Montana
$579K 7,242 -400 -5%
Wolverine Trading
240
Wolverine Trading
Illinois
$573K 7,169 +7,169 New
DIM
241
DC Investments Management
Virginia
$571K 7,141 -98 -1%
SCM
242
Shelton Capital Management
Colorado
$544K 6,802 – –
OAM
243
Oppenheimer Asset Management
New York
$541K 6,779 -407 -6%
6M
244
6 Meridian
Kansas
$527K 6,598 +52 +0.8%
WJA
245
Williams Jones & Associates
New York
$522K 6,536 +786 +14%
WBC
246
Westpac Banking Corp
Australia
$501K 6,269 – –
IG
247
ING Group
Netherlands
$480K 6,011 -12 -0.2%
US Bancorp
248
US Bancorp
Minnesota
$475K 5,941 -277 -4%
PP
249
Prudential plc
United Kingdom
$464K 5,800 +2,300 +66%
WCM
250
Washington Capital Management
Washington
$456K 5,700 – –
8 9
10
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