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W.R. Berkley
WRB

Overview Fund Activity

400 hedge funds and large institutions have $6.53B invested in W.R. Berkley in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 139 increasing their positions, 122 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+10
Holders Change %
+2.56%
% 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
58
Increased
139
Reduced
122
Closed
45
Calls
$1.49M
Puts
$2.49M
Net Calls
-$1M
Net Calls Change
-$1.27M

Top Buyers

1
BlackRock
BlackRock
New York
$867M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$324M
3
Vanguard Group
Vanguard Group
Pennsylvania
$713M
4
ACM
Atlanta Capital Management
Georgia
$611M
5
APG Asset Management
APG Asset Management
Netherlands
$27.1M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$4.96M
2
Boston Partners
Boston Partners
Massachusetts
$202M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$140M
4
PC
Polar Capital
United Kingdom
$73.2M
5
GI
GAMCO Investors
Connecticut
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCIM
226
Meadow Creek Investment Management
Georgia
$682K +$117K +5,346 +21%
NAM
227
Nissay Asset Management
Japan
$677K +$21.5K +982 +3%
Citadel Advisors
228
Citadel Advisors
Florida
$674K +$444K +20,298 +193%
Holocene Advisors
229
Holocene Advisors
New York
$673K +$673K +30,716 New
ECM
230
Elgethun Capital Management
South Dakota
$666K -$30K -1,397 -4%
LFA
231
Legacy Financial Advisors
Kentucky
$639K +$38.2K +1,744 +6%
IA
232
IFG Advisory
Georgia
$633K – – –
D.E. Shaw & Co
233
D.E. Shaw & Co
New York
$624K +$431K +19,703 +224%
MBA
234
McQueen Ball & Associates
Pennsylvania
$622K – – –
LIA
235
LS Investment Advisors
Michigan
$603K -$66.7K -3,044 -10%
CI Investments Inc
236
CI Investments Inc
Ontario, Canada
$602K +$602K +27,483 New
Skandinaviska Enskilda Banken (SEB)
237
Skandinaviska Enskilda Banken (SEB)
Sweden
$599K +$290K +13,234 +94%
DIM
238
DC Investments Management
Virginia
$583K +$55.5K +2,535 +11%
SMDAM
239
Sumitomo Mitsui DS Asset Management
Japan
$571K – – –
JPMPWA
240
J.P. Morgan Private Wealth Advisors
California
$564K -$316K -14,415 -36%
PP
241
Prudential plc
United Kingdom
$562K +$133K +6,075 +31%
CIC
242
Chilton Investment Company
Connecticut
$560K – – –
PI
243
PEAK6 Investments
Illinois
$540K +$540K +24,638 New
DADC
244
D.A. Davidson & Co
Montana
$535K +$66 +3 +0%
MML Investors Services
245
MML Investors Services
Massachusetts
$504K -$72.8K -3,325 -13%
SCM
246
Shelton Capital Management
Colorado
$503K – – –
TRCT
247
Tower Research Capital (TRC)
New York
$489K -$70.7K -3,227 -13%
6M
248
6 Meridian
Kansas
$483K -$4.8K -219 -1%
WBC
249
Westpac Banking Corp
Australia
$463K – – –
Baird Financial Group
250
Baird Financial Group
Wisconsin
$456K +$456K +20,810 New
8 9
10
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