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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 Market Value Shares Shares
Change 		Shares
Change %
Daiwa Securities Group
276
Daiwa Securities Group
Japan
$195K 14,175 – –
DILH
277
Dai-ichi Life Holdings
Japan
$171K 12,498 – –
AAM
278
Advisors Asset Management
Colorado
$149K 10,841 -675 -6%
Teacher Retirement System of Texas
279
Teacher Retirement System of Texas
Texas
$143K 10,436 +10,436 New
Creative Planning
280
Creative Planning
Kansas
$134K 9,767 – –
PCM
281
Prelude Capital Management
New York
$134K 9,788 +9,518 +3,525%
Fuller & Thaler Asset Management
282
Fuller & Thaler Asset Management
California
$134K 9,788 +9,788 New
ICOM
283
Investment Counselors of Maryland
Maryland
$131K 9,568 +135 +1%
OMCS
284
Old Mutual Customised Solutions
South Africa
$107K 7,763 – –
EOJOAM
285
E. Ohman J:or Asset Management
Sweden
$107K 7,763 – –
DVM
286
Dreman Value Management
Florida
$100K 7,300 +7,300 New
VAM
287
Visionary Asset Management
Texas
$99K 7,233 +7,233 New
EWM
288
Evercore Wealth Management
New York
$88K 6,413 – –
HF
289
Hoxton Financial
West Virginia
$83K 6,075 – –
OIA
290
Optimum Investment Advisors
Illinois
$81K 5,906 +5,906 New
HCC
291
Hirtle Callaghan & Co
Pennsylvania
$79K 5,738 +5,738 New
BRWM
292
B. Riley Wealth Management
Tennessee
$74K 5,400 +675 +14%
KBC Group
293
KBC Group
Belgium
$66K 4,823 -15,579 -76%
MIC
294
MU Investments Company
Japan
$55K 4,050 – –
LTFS
295
Ladenburg Thalmann Financial Services
Florida
$47K 3,395 +1,856 +121%
HPBT
296
High Point Bank & Trust
North Carolina
$45K 3,291 -422 -11%
GGPS
297
Gary Goldberg Planning Services
New York
$42K 3,038 – –
Canada Pension Plan Investment Board
298
Canada Pension Plan Investment Board
Ontario, Canada
$37K 2,700 -1,350 -33%
NFG
299
Next Financial Group
Texas
$35K 2,609 +2,609 New
WCBA
300
Weaver C. Barksdale & Associates
Tennessee
$29K 2,106 -165 -7%
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