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W.R. Berkley
WRB

Overview Fund Activity

322 hedge funds and large institutions have $4.22B invested in W.R. Berkley in 2014 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 106 increasing their positions, 112 reducing their positions, and 20 closing their positions.

Holders
322
Holders Change
+12
Holders Change %
+3.87%
% of All Funds
9.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
35
Increased
106
Reduced
112
Closed
20
Calls
$46K
Puts
$658K
Net Calls
-$612K
Net Calls Change
-$4K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$62.4M
2
Boston Partners
2
Boston Partners
Massachusetts
$121M
3
AL
3
AJO LP
Pennsylvania
$21.8M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$20.9M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$16.5M

Top Sellers

1
Eagle Capital Management (New York)
1
Eagle Capital Management (New York)
New York
$518M
2
Credit Agricole
2
Credit Agricole
France
$3.48M
3
Citadel Advisors
3
Citadel Advisors
Florida
$50.7M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$56.1M
5
MIH
5
Madison Investment Holdings
Wisconsin
$43.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCIM
251
British Columbia Investment Management
British Columbia, Canada
$316K – – –
LIM
252
Leavell Investment Management
Alabama
$299K – – –
Lazard Asset Management
253
Lazard Asset Management
New York
$296K – – –
KeyBank National Association
254
KeyBank National Association
Ohio
$295K +$2.22K +162 +0.8%
FM
255
Foster & Motley
Ohio
$294K +$294K +21,421 New
CLOS
256
Compagnie Lombard Odier SCmA
Switzerland
$287K – – –
LOAMS
257
Lombard Odier Asset Management (Switzerland)
Switzerland
$287K +$287K +20,945 New
GC
258
Grimes & Company
Massachusetts
$279K – – –
WT
259
Wilmington Trust
Delaware
$279K +$36.4K +2,649 +15%
SHA
260
Smith Hayes Advisers
Nebraska
$269K – – –
LPL Financial
261
LPL Financial
California
$267K +$15K +1,094 +6%
GF
262
Gerstein Fisher
New York
$265K – – –
MYAM
263
Meiji Yasuda Asset Management
Japan
$261K +$13.9K +1,012 +6%
VKH
264
Virtu KCG Holdings
New York
$241K -$187K -13,604 -44%
MWR
265
McAdams Wright Ragen
Washington
$241K – – –
JHIU
266
Janus Henderson Investors US
Colorado
$236K -$916K -66,825 -80%
DSA
267
Davis Selected Advisers
Arizona
$235K – – –
TSW
268
Thompson Siegel & Walmsley
Virginia
$229K -$40.1K -2,919 -15%
WA
269
WealthTrust-Arizona
Arizona
$223K – – –
Rafferty Asset Management
270
Rafferty Asset Management
New York
$221K +$221K +16,075 New
MFS
271
MSI Financial Services
Massachusetts
$220K -$2.68K -196 -1%
SFP
272
Santa Fe Partners
New Mexico
$219K -$96.9K -7,037 -31%
JPMPWA
273
J.P. Morgan Private Wealth Advisors
California
$215K +$215K +15,677 New
GAM
274
Gotham Asset Management
New York
$204K +$204K +14,843 New
WRM
275
Westport Resources Management
Connecticut
$200K – – –
9 10
11
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