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W.R. Berkley
WRB

Overview Fund Activity

341 hedge funds and large institutions have $4.57B invested in W.R. Berkley in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 120 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
-14
Holders Change %
-3.94%
% of All Funds
9.1%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
28
Increased
120
Reduced
130
Closed
38
Calls
$1.36M
Puts
$694K
Net Calls
+$663K
Net Calls Change
-$38K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$37.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$83.4M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$79.2M
4
BFA
BlackRock Fund Advisors
California
$187M
5
JHIU
Janus Henderson Investors US
Colorado
$27.1M

Top Sellers

1
AL
AJO LP
Pennsylvania
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$192M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$883K
4
Deutsche Bank
Deutsche Bank
Germany
$10.1M
5
Morgan Stanley
Morgan Stanley
New York
$4.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYAM
251
Meiji Yasuda Asset Management
Japan
$345K -$15.2K -1,013 -4%
BF
252
BOK Financial
Oklahoma
$337K +$337K +22,542 New
Calamos Advisors
253
Calamos Advisors
Illinois
$334K +$334K +22,292 New
Lazard Asset Management
254
Lazard Asset Management
New York
$333K +$8.69K +581 +3%
LIM
255
Leavell Investment Management
Alabama
$326K – – –
DL
256
Delta Lloyd
Netherlands
$326K +$326K +21,779 New
B
257
Baird
Wisconsin
$321K +$15.2K +1,020 +5%
SHA
258
Smith Hayes Advisers
Nebraska
$321K +$27.8K +1,856 +9%
LPL Financial
259
LPL Financial
California
$316K -$4.11K -276 -1%
Neuberger Berman Group
260
Neuberger Berman Group
New York
$308K -$274K -18,266 -47%
Daiwa Securities Group
261
Daiwa Securities Group
Japan
$308K +$157K +10,463 +103%
GC
262
Grimes & Company
Massachusetts
$303K – – –
Creative Planning
263
Creative Planning
Kansas
$301K +$93.1K +6,233 +45%
SIM
264
Spark Investment Management
New York
$292K – – –
LOAMS
265
Lombard Odier Asset Management (Switzerland)
Switzerland
$289K -$34.1K -2,264 -11%
GF
266
Gerstein Fisher
New York
$283K +$2.28K +152 +0.8%
BCIM
267
British Columbia Investment Management
British Columbia, Canada
$274K – – –
DSA
268
Davis Selected Advisers
Arizona
$256K – – –
KBC Group
269
KBC Group
Belgium
$254K -$1.22M -81,503 -83%
IMAS
270
ID Management A/S
Denmark
$253K +$253K +16,875 New
NIMI
271
Natixis Investment Managers International
France
$252K +$110K +7,364 +78%
WA
272
WealthTrust-Arizona
Arizona
$243K – – –
CT
273
Coastline Trust
Rhode Island
$239K +$8.1K +540 +4%
BMCMI
274
Bryn Mawr Capital Management Inc
Pennsylvania
$237K +$237K +15,863 New
TSW
275
Thompson Siegel & Walmsley
Virginia
$234K – – –
9 10
11
12 13