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W.R. Berkley
WRB

Overview Fund Activity

353 hedge funds and large institutions have $6.25B invested in W.R. Berkley in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 128 reducing their positions, and 30 closing their positions.

Holders
353
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
8.8%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
37
Increased
125
Reduced
128
Closed
30
Calls
$1.99M
Puts
$1.78M
Net Calls
+$204K
Net Calls Change
-$1.88M

Top Buyers

1
BlackRock
1
BlackRock
New York
$744M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$616M
3
JHIU
3
Janus Henderson Investors US
Colorado
$30.5M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$109M
5
PAM
5
Panagora Asset Management
Massachusetts
$22M

Top Sellers

1
SJIC
1
St. James Investment Company
Texas
$39.4M
2
Eagle Capital Management (New York)
2
Eagle Capital Management (New York)
New York
$449M
3
Citadel Advisors
3
Citadel Advisors
Florida
$37.3M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$30.7M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nordea Investment Management
276
Nordea Investment Management
Sweden
$219K – – –
SAM
277
Symphony Asset Management
California
$218K -$369K -17,706 -63%
VFA
278
Voya Financial Advisors
Connecticut
$217K +$217K +10,469 New
FT
279
Fiduciary Trust
Massachusetts
$209K -$21.2K -1,012 -9%
AAM
280
Aberdeen Asset Management
United Kingdom
$208K +$208K +9,956 New
B
281
Brightworth
Georgia
$207K -$21.9K -1,049 -10%
SCCM
282
Schafer Cullen Capital Management
New York
$205K -$189K -9,018 -48%
SCM
283
Sterling Capital Management
North Carolina
$203K +$203K +9,693 New
CCA
284
Cobblestone Capital Advisors
New York
$201K +$201K +9,622 New
LSV Asset Management
285
LSV Asset Management
Illinois
$197K – – –
Daiwa Securities Group
286
Daiwa Securities Group
Japan
$191K +$28.3K +1,350 +17%
EWM
287
Evercore Wealth Management
New York
$188K – – –
LTFS
288
Ladenburg Thalmann Financial Services
Florida
$178K +$36.6K +1,748 +26%
MSV
289
MN Services Vermogensbeheer
Netherlands
$168K +$6.74K +345 +4%
EOJOAM
290
E. Ohman J:or Asset Management
Sweden
$162K – – –
AG
291
Advisor Group
Arizona
$157K -$16.4K -789 -9%
IA
292
IFP Advisors
Florida
$146K +$100K +4,776 +218%
Fuller & Thaler Asset Management
293
Fuller & Thaler Asset Management
California
$141K – – –
GS
294
GAM Systematic
United Kingdom
$140K +$140K +6,706 New
ICOM
295
Investment Counselors of Maryland
Maryland
$136K – – –
MRCM
296
M&R Capital Management
New Jersey
$134K +$134K +6,416 New
LS
297
Livforsakringsbolaget Skandia
Sweden
$133K +$42.4K +2,025 +47%
EA
298
Edge Advisors
Georgia
$118K +$6.35K +307 +6%
FWM
299
Focused Wealth Management
New York
$99K – – –
IWM
300
IHT Wealth Management
Illinois
$96K -$5.81K -283 -6%
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12
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