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W.R. Berkley
WRB

Overview Fund Activity

349 hedge funds and large institutions have $6.06B invested in W.R. Berkley in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 126 increasing their positions, 129 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
-4
Holders Change %
-1.13%
% of All Funds
8.71%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
29
Increased
126
Reduced
129
Closed
32
Calls
$1.02M
Puts
$422K
Net Calls
+$593K
Net Calls Change
+$389K

Top Buyers

1
ACM
Atlanta Capital Management
Georgia
$247M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$47.3M
3
Renaissance Technologies
Renaissance Technologies
New York
$25.7M
4
Russell Investments Group
Russell Investments Group
United Kingdom
$22.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
$616M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$277M
2
Jennison Associates
Jennison Associates
New York
$18.3M
3
Citadel Advisors
Citadel Advisors
Florida
$15.9M
4
Goldman Sachs
Goldman Sachs
New York
$64.4M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$422M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
276
Raymond James Trust
Florida
$226K -$23K -1,120 -9%
UCFA
277
United Capital Financial Advisors
Texas
$221K -$28.6K -1,397 -11%
LPL Financial
278
LPL Financial
California
$217K +$217K +10,611 New
Fidelity Investments
279
Fidelity Investments
Massachusetts
$215K -$1.46M -71,270 -87%
Nordea Investment Management
280
Nordea Investment Management
Sweden
$215K – – –
OMCS
281
Old Mutual Customised Solutions
South Africa
$214K – – –
FM
282
Foster & Motley
Ohio
$213K -$64.2K -3,128 -23%
AP
283
Advisor Partners
California
$213K +$213K +10,405 New
SAM
284
Symphony Asset Management
California
$208K -$6K -293 -3%
FAAS
285
First Allied Advisory Services
California
$207K -$4.61K -229 -2%
B
286
Brightworth
Georgia
$203K – – –
PM
287
Parametrica Management
Hong Kong
$203K +$203K +9,909 New
FT
288
Fiduciary Trust
Massachusetts
$191K -$13.9K -678 -7%
Daiwa Securities Group
289
Daiwa Securities Group
Japan
$187K – – –
EWM
290
Evercore Wealth Management
New York
$184K – – –
LTFS
291
Ladenburg Thalmann Financial Services
Florida
$168K -$6.23K -304 -4%
EOJOAM
292
E. Ohman J:or Asset Management
Sweden
$159K – – –
IA
293
IFP Advisors
Florida
$153K +$9.92K +483 +7%
Fuller & Thaler Asset Management
294
Fuller & Thaler Asset Management
California
$138K – – –
ICOM
295
Investment Counselors of Maryland
Maryland
$133K – – –
LS
296
Livforsakringsbolaget Skandia
Sweden
$130K – – –
MRCM
297
M&R Capital Management
New Jersey
$129K – – –
NFG
298
Next Financial Group
Texas
$125K +$88.7K +4,330 +244%
EA
299
Edge Advisors
Georgia
$116K – – –
TRCT
300
Tower Research Capital (TRC)
New York
$108K +$94.2K +4,610 +683%
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