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W.R. Berkley
WRB

Overview Fund Activity

305 hedge funds and large institutions have $4.11B invested in W.R. Berkley in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 107 increasing their positions, 120 reducing their positions, and 27 closing their positions.

Holders
305
Holders Change
-2
Holders Change %
-0.65%
% of All Funds
9.89%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
26
Increased
107
Reduced
120
Closed
27
Calls
$757K
Puts
$1.66M
Net Calls
-$902K
Net Calls Change
+$1.48M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$167M
2
Victory Capital Management
2
Victory Capital Management
Texas
$44.6M
3
Boston Partners
3
Boston Partners
Massachusetts
$36.5M
4
Credit Agricole
4
Credit Agricole
France
$26.1M
5
SJIC
5
St. James Investment Company
Texas
$51M

Top Sellers

1
KeyBank National Association
1
KeyBank National Association
Ohio
$277K
2
Invesco
2
Invesco
Georgia
$18.1M
3
TSW
3
Thompson Siegel & Walmsley
Virginia
$7.61M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.62M
5
GGHC
5
Gilder Gagnon Howe & Co
New York
$38.3M
Name Market Value Shares Shares
Change 		Shares
Change %
OMCS
276
Old Mutual Customised Solutions
South Africa
$99K 2,300 – –
EOJOAM
277
E. Ohman J:or Asset Management
Sweden
$98.6K 2,300 – –
Creative Planning
278
Creative Planning
Kansas
$88K 2,050 +37 +2%
EWM
279
Evercore Wealth Management
New York
$82K 1,900 – –
HF
280
Hoxton Financial
West Virginia
$77K 1,800 – –
Acadian Asset Management
281
Acadian Asset Management
Massachusetts
$71K 1,646 – –
SCP
282
Sandhill Capital Partners
New York
$60K 1,400 -77,282 -98%
MIC
283
MU Investments Company
Japan
$52K 1,200 – –
HPBT
284
High Point Bank & Trust
North Carolina
$47K 1,100 – –
GGPS
285
Gary Goldberg Planning Services
New York
$39K 900 – –
PIP
286
Perennial Investment Partners
Australia
$35K 815 +815 New
Canada Pension Plan Investment Board
287
Canada Pension Plan Investment Board
Ontario, Canada
$26K 600 -200 -25%
QBFM
288
QS Batterymarch Financial Management
New York
$26K 600 – –
WCBA
289
Weaver C. Barksdale & Associates
Tennessee
$24K 566 -19 -3%
PC
290
Polar Capital
United Kingdom
$21.5K 501,923 +1,400 +0.3%
SAMC
291
Shinko Asset Management Company
Japan
$21K 500 -200 -29%
Northwestern Mutual Wealth Management
292
Northwestern Mutual Wealth Management
Wisconsin
$19K 452 +1 +0.2%
FA
293
Financial Advantage
Maryland
$14K 327 +51 +18%
CTC
294
Central Trust Company
Missouri
$11K 250 -250 -50%
LTFS
295
Ladenburg Thalmann Financial Services
Florida
$11K 256 – –
Fifth Third Bancorp
296
Fifth Third Bancorp
Ohio
$10K 225 – –
PTC
297
Private Trust Company
Ohio
$10K 234 – –
JFGIW
298
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9K 204 – –
US Bancorp
299
US Bancorp
Minnesota
$8K 198 – –
PMFA
300
Plante Moran Financial Advisors
Michigan
$7K 153 – –
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