WRB icon

W.R. Berkley
WRB

Overview Fund Activity

341 hedge funds and large institutions have $4.57B invested in W.R. Berkley in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 120 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
-14
Holders Change %
-3.94%
% of All Funds
9.1%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
28
Increased
120
Reduced
130
Closed
38
Calls
$1.36M
Puts
$694K
Net Calls
+$663K
Net Calls Change
-$38K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$37.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$83.4M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$79.2M
4
BFA
BlackRock Fund Advisors
California
$187M
5
JHIU
Janus Henderson Investors US
Colorado
$27.1M

Top Sellers

1
AL
AJO LP
Pennsylvania
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$192M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$883K
4
Deutsche Bank
Deutsche Bank
Germany
$10.1M
5
Morgan Stanley
Morgan Stanley
New York
$4.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
276
Bank of Nova Scotia
Ontario, Canada
$227K -$252K -16,875 -53%
GAM
277
Gotham Asset Management
New York
$226K +$3.14K +210 +1%
CIM
278
Calvert Investment Management
Maryland
$222K +$222K +14,833 New
CCM
279
Cullen Capital Management
New York
$221K -$74.8K -4,995 -25%
MCM
280
Matarin Capital Management
New York
$220K +$220K +14,722 New
WRM
281
Westport Resources Management
Connecticut
$213K -$5.06K -338 -2%
CLOS
282
Compagnie Lombard Odier SCmA
Switzerland
$213K – – –
Cambridge Investment Research Advisors
283
Cambridge Investment Research Advisors
Iowa
$211K +$7.8K +520 +4%
ABC
284
Associated Banc-Corp
Wisconsin
$206K – – –
IRS
285
Invictus RG (Singapore)
Singapore
$197K +$197K +13,163 New
DILH
286
Dai-ichi Life Holdings
Japan
$187K – – –
OIA
287
Optimum Investment Advisors
Illinois
$182K – – –
Teacher Retirement System of Texas
288
Teacher Retirement System of Texas
Texas
$165K -$1.36K -91 -0.8%
MFS
289
MSI Financial Services
Massachusetts
$160K -$1.17K -78 -0.7%
ICOM
290
Investment Counselors of Maryland
Maryland
$152K – – –
AAM
291
Advisors Asset Management
Colorado
$147K – – –
LSV Asset Management
292
LSV Asset Management
Illinois
$141K – – –
Nordea Investment Management
293
Nordea Investment Management
Sweden
$140K – – –
ACM
294
Americafirst Capital Management
California
$125K +$125K +8,350 New
EOJOAM
295
E. Ohman J:or Asset Management
Sweden
$116K – – –
OMCS
296
Old Mutual Customised Solutions
South Africa
$116K – – –
VFA
297
Virtus Fund Advisers
Connecticut
$101K -$10.4K -689 -9%
EWM
298
Evercore Wealth Management
New York
$96K – – –
HF
299
Hoxton Financial
West Virginia
$91K – – –
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
$91K +$48.7K +3,267 +115%
10 11
12
13 14