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W.R. Berkley
WRB

Overview Fund Activity

355 hedge funds and large institutions have $4.74B invested in W.R. Berkley in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 104 increasing their positions, 134 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+38
Holders Change %
+11.99%
% of All Funds
9.47%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
52
Increased
104
Reduced
134
Closed
11
Calls
$1.02M
Puts
$322K
Net Calls
+$701K
Net Calls Change
+$883K

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$228M
2
BA
BlackRock Advisors
Delaware
$28.3M
3
Charles Schwab
Charles Schwab
California
$29.2M
4
Deutsche Bank
Deutsche Bank
Germany
$28.4M
5
JHIU
Janus Henderson Investors US
Colorado
$14.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$229M
2
GC
Guggenheim Capital
Illinois
$467K
3
Jennison Associates
Jennison Associates
New York
$183M
4
Victory Capital Management
Victory Capital Management
Texas
$8.62M
5
Swiss National Bank
Swiss National Bank
Switzerland
$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
276
Dynamic Capital Management
Jersey
$301K +$301K +19,838 New
CCM
277
Cullen Capital Management
New York
$300K -$81.3K -5,349 -21%
SIM
278
Spark Investment Management
New York
$297K -$604K -39,825 -67%
SHA
279
Smith Hayes Advisers
Nebraska
$297K – – –
GF
280
Gerstein Fisher
New York
$285K -$8.47K -557 -3%
HMS
281
Hanseatic Management Services
New Mexico
$281K +$281K +18,529 New
BCIM
282
British Columbia Investment Management
British Columbia, Canada
$278K – – –
DSA
283
Davis Selected Advisers
Arizona
$260K – – –
ZDA
284
Zweig-DiMenna Associates
New York
$251K +$251K +16,538 New
WA
285
WealthTrust-Arizona
Arizona
$247K – – –
TSW
286
Thompson Siegel & Walmsley
Virginia
$238K -$15.4K -1,013 -6%
CT
287
Coastline Trust
Rhode Island
$234K +$234K +15,390 New
GAM
288
Gotham Asset Management
New York
$227K -$14.9K -979 -6%
HIMCH
289
Hartford Investment Management Co (HIMCO)
Connecticut
$226K -$169K -11,137 -43%
WRM
290
Westport Resources Management
Connecticut
$221K – – –
CLOS
291
Compagnie Lombard Odier SCmA
Switzerland
$216K -$102K -6,729 -32%
Creative Planning
292
Creative Planning
Kansas
$211K +$55.2K +3,638 +35%
Janney Montgomery Scott
293
Janney Montgomery Scott
Pennsylvania
$211K +$211K +13,885 New
ABC
294
Associated Banc-Corp
Wisconsin
$209K +$209K +13,733 New
Cambridge Investment Research Advisors
295
Cambridge Investment Research Advisors
Iowa
$206K +$206K +13,554 New
RC
296
RegentAtlantic Capital
New Jersey
$199K +$199K +13,112 New
DILH
297
Dai-ichi Life Holdings
Japan
$190K – – –
OIA
298
Optimum Investment Advisors
Illinois
$185K -$2.57K -169 -1%
ED
299
Exane Derivatives
France
$170K +$170K +11,205 New
Teacher Retirement System of Texas
300
Teacher Retirement System of Texas
Texas
$169K -$19.6K -1,289 -10%
10 11
12
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