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W.R. Berkley
WRB

Overview Fund Activity

399 hedge funds and large institutions have $7.39B invested in W.R. Berkley in 2019 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 34 closing their positions.

Holders
399
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
8.65%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
39
Increased
124
Reduced
141
Closed
34
Calls
$5.97M
Puts
$3.2M
Net Calls
+$2.77M
Net Calls Change
+$3.77M

Top Buyers

1
APG Asset Management
1
APG Asset Management
Netherlands
$62.4M
2
State Street
2
State Street
Massachusetts
$363M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$398M
4
Swiss National Bank
4
Swiss National Bank
Switzerland
$60.3M
5
Northern Trust
5
Northern Trust
Illinois
$105M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$233M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$34.7M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$25.6M
4
ACM
4
Atlanta Capital Management
Georgia
$678M
5
Boston Partners
5
Boston Partners
Massachusetts
$211M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
251
Baird Financial Group
Wisconsin
$527K 6,219 +53 +0.9%
AG
252
Advisor Group
Arizona
$509K 6,011 +1,281 +27%
EAM
253
Erste Asset Management
Austria
$508K 6,000 – –
Skandinaviska Enskilda Banken (SEB)
254
Skandinaviska Enskilda Banken (SEB)
Sweden
$503K 8,914 +814 +10%
WJA
255
Williams Jones & Associates
New York
$499K 5,889 -98 -2%
WAM
256
World Asset Management
Michigan
$491K 5,801 +726 +14%
TRCT
257
Tower Research Capital (TRC)
New York
$485K 5,725 -889 -13%
LFA
258
Legacy Financial Advisors
Kentucky
$462K 5,448 -3,193 -37%
AI
259
Atria Investments
North Carolina
$461K 4,012 +487 +14%
LPL Financial
260
LPL Financial
California
$443K 5,229 -620 -11%
PP
261
Prudential plc
United Kingdom
$428K 7,583 -17 -0.2%
OWD
262
Osborn Williams & Donohoe
Ohio
$410K 7,148 +7,148 New
BB
263
Busey Bank
Illinois
$402K 4,745 – –
CFSG
264
Community Financial Services Group
Vermont
$398K 4,700 – –
FAAS
265
First Allied Advisory Services
California
$390K 4,586 +132 +3%
SI
266
Stephens Inc
Arkansas
$387K 4,564 -934 -17%
BRWM
267
B. Riley Wealth Management
Tennessee
$383K 4,526 +4,526 New
ASN
268
Advisory Services Network
Georgia
$365K 4,319 +345 +9%
FWIA
269
Fort Washington Investment Advisors
Ohio
$364K 4,296 -5,610 -57%
MFG
270
Magnus Financial Group
New York
$363K 4,283 – –
CT
271
Coastline Trust
Rhode Island
$360K 4,245 -230 -5%
RJT
272
Raymond James Trust
Florida
$358K 4,230 -159 -4%
PM
273
Parametrica Management
Hong Kong
$358K 4,231 +721 +21%
RJFSA
274
Raymond James Financial Services Advisors
Florida
$349K 4,119 +48 +1%
HKAM
275
Horizon Kinetics Asset Management
New York
$349K 6,185 +6,185 New
9 10
11
12 13