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W.R. Berkley
WRB

Overview Fund Activity

438 hedge funds and large institutions have $9.34B invested in W.R. Berkley in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 128 increasing their positions, 154 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+25
Holders Change %
+6.05%
% of All Funds
9.62%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
65
Increased
128
Reduced
154
Closed
38
Calls
$2.59M
Puts
$2.41M
Net Calls
+$179K
Net Calls Change
-$245K

Top Buyers

1
BlackRock
BlackRock
New York
$1.45B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$222M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.1B
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$23.8M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$15.6M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$155M
2
ACM
Atlanta Capital Management
Georgia
$738M
3
FMI
Fiduciary Management Inc
Wisconsin
$94.4M
4
Citadel Advisors
Citadel Advisors
Florida
$29.7M
5
Victory Capital Management
Victory Capital Management
Texas
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCWM
226
Willow Creek Wealth Management
California
$1.19M – – –
LTFS
227
Ladenburg Thalmann Financial Services
Florida
$1.19M -$372K -11,583 -24%
CSS
228
Cubist Systematic Strategies
Connecticut
$1.18M -$76K -2,369 -6%
SAM
229
Securian Asset Management
Minnesota
$1.17M -$81.8K -2,547 -7%
CWM
230
Chesapeake Wealth Management
Virginia
$1.17M +$81.2K +2,529 +7%
BTS
231
BB&T Securities
Virginia
$1.14M -$3.96K -124 -0.3%
JG
232
Jefferies Group
New York
$1.14M +$339K +10,550 +42%
TCOV
233
Trust Company of Vermont
Vermont
$1.13M – – –
BB
234
Busey Bank
Illinois
$1.11M +$596K +18,563 +116%
NAM
235
Nissay Asset Management
Japan
$1.09M +$48.6K +1,514 +5%
RJFSA
236
Raymond James Financial Services Advisors
Florida
$1.09M +$650K +20,252 +147%
M&T Bank
237
M&T Bank
New York
$1.09M -$9.03K -281 -0.8%
II
238
IFM Investors
Australia
$1.09M +$301K +9,371 +38%
FBC
239
Fairfield, Bush & Co
Connecticut
$1.08M -$108K -3,377 -9%
B
240
BP
United Kingdom
$1.06M -$347K -10,800 -25%
DnB Asset Management
241
DnB Asset Management
Norway
$1.06M +$62.4K +1,944 +6%
MCIM
242
Meadow Creek Investment Management
Georgia
$1M – – –
KeyBank National Association
243
KeyBank National Association
Ohio
$997K -$507K -15,804 -34%
ECM
244
Elgethun Capital Management
South Dakota
$994K -$5.73K -178 -0.6%
SM
245
Sciencast Management
New Jersey
$989K +$989K +30,994 New
CIP
246
Convergence Investment Partners
Florida
$988K +$988K +30,776 New
CGH
247
Crossmark Global Holdings
Texas
$983K -$57.4K -1,788 -6%
JPMPWA
248
J.P. Morgan Private Wealth Advisors
California
$973K +$131K +4,091 +16%
TI
249
Trexquant Investment
Connecticut
$949K +$949K +29,576 New
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$946K +$5.14K +160 +0.5%
8 9
10
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