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W.R. Berkley
WRB

Overview Fund Activity

328 hedge funds and large institutions have $4.09B invested in W.R. Berkley in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 130 reducing their positions, and 17 closing their positions.

Holders
328
Holders Change
+23
Holders Change %
+7.54%
% of All Funds
9.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
44
Increased
99
Reduced
130
Closed
17
Calls
$910K
Puts
$611K
Net Calls
+$299K
Net Calls Change
+$1.2M

Top Buyers

1
CC
1
Carlson Capital
Texas
$31.9M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$33.5M
3
Eagle Capital Management (New York)
3
Eagle Capital Management (New York)
New York
$492M
4
Boston Partners
4
Boston Partners
Massachusetts
$50.2M
5
BFA
5
BlackRock Fund Advisors
California
$147M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$54.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$56.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$4.71M
4
FAM
4
Foundation Asset Management
New York
$0
5
HW
5
Hancock Whitney
Mississippi
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DSA
276
Davis Selected Advisers
Arizona
$220K 5,080 – –
MFS
277
MSI Financial Services
Massachusetts
$219K 5,046 +209 +4%
MYAM
278
Meiji Yasuda Asset Management
Japan
$218K 5,027 -100 -2%
WA
279
WealthTrust-Arizona
Arizona
$209K 4,813 – –
PL
280
Parkwood LLC
Ohio
$189K 4,360 +4,360 New
WRM
281
Westport Resources Management
Connecticut
$187K 4,314 – –
Daiwa Securities Group
282
Daiwa Securities Group
Japan
$182K 4,200 – –
DCMA
283
Daiwa Capital Markets America
New York
$182K 4,200 +4,200 New
TI
284
Turner Investments
Pennsylvania
$166K 3,834 +81 +2%
DILH
285
Dai-ichi Life Holdings
Japan
$161K 3,703 – –
AAM
286
Advisors Asset Management
Colorado
$148K 3,412 +300 +10%
ICOM
287
Investment Counselors of Maryland
Maryland
$120K 2,775 +300 +12%
DIA
288
Denver Investment Advisors
Colorado
$120K 28,697 +28,697 New
Creative Planning
289
Creative Planning
Kansas
$105K 2,424 +374 +18%
OMCS
290
Old Mutual Customised Solutions
South Africa
$100K 2,300 – –
EOJOAM
291
E. Ohman J:or Asset Management
Sweden
$99.5K 2,300 – –
RA
292
Rational Advisors
New York
$93K 2,151 -280 -12%
EWM
293
Evercore Wealth Management
New York
$82K 1,900 – –
IRS
294
Invictus RG (Singapore)
Singapore
$82K 1,900 +1,900 New
HF
295
Hoxton Financial
West Virginia
$78K 1,800 – –
Acadian Asset Management
296
Acadian Asset Management
Massachusetts
$71K 1,646 – –
SEC
297
Seven Eight Capital
New York
$65K 1,500 +1,500 New
BCMIO
298
Beacon Capital Management Inc (Ohio)
Ohio
$63K 1,450 +1,450 New
MIC
299
MU Investments Company
Japan
$52K 1,200 – –
QT
300
Quantbot Technologies
New York
$52K 1,200 +1,200 New
10 11
12
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