We are live on ! Find out more
WRB icon

W.R. Berkley

351 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, 131 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $422K

3% less capital invested

Capital invested by funds: $6.25B → $6.06B (-$193M)

4% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 131

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

1% less funds holding

Funds holding: 355351 (-4)

3.1% less ownership

Funds ownership: 247.07%243.97% (-3.1%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
351
Holders Change
-4
Holders Change %
-1.13%
% of All Funds
8.75%
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
131
Closed
32
Calls
$1.01M
Puts
$422K
Net Calls
+$593K
Net Calls Change
+$389K
Name Holding Trade Value Shares
Change
Change in
Stake
CPP
276
Crow Point Partners
Massachusetts
$229K +$226K +11,161 New
DI
277
Diligent Investors
California
$228K
RJT
278
Raymond James Trust
Florida
$226K -$22.7K -1,120 -9%
UCFA
279
United Capital Financial Advisors
Texas
$221K -$28.3K -1,397 -11%
LPL Financial
280
LPL Financial
California
$217K +$215K +10,611 New
Fidelity Investments
281
Fidelity Investments
Massachusetts
$215K -$1.44M -71,270 -87%
Nordea Investment Management
282
Nordea Investment Management
Sweden
$215K
OMCS
283
Old Mutual Customised Solutions
South Africa
$214K
FM
284
Foster & Motley
Ohio
$213K -$63.3K -3,128 -23%
AP
285
Advisor Partners
California
$213K +$211K +10,405 New
SAM
286
Symphony Asset Management
California
$208K -$5.93K -293 -3%
FAAS
287
First Allied Advisory Services
California
$207K -$4.63K -229 -2%
B
288
Brightworth
Georgia
$203K
PM
289
Parametrica Management
Hong Kong
$203K +$201K +9,909 New
FT
290
Fiduciary Trust
Massachusetts
$191K -$13.7K -678 -7%
Daiwa Securities Group
291
Daiwa Securities Group
Japan
$187K
EWM
292
Evercore Wealth Management
New York
$184K
LTFS
293
Ladenburg Thalmann Financial Services
Florida
$168K -$6.15K -304 -4%
EOJOAM
294
E. Ohman J:or Asset Management
Sweden
$159K
IA
295
IFP Advisors
Florida
$153K +$9.78K +483 +7%
Fuller & Thaler Asset Management
296
Fuller & Thaler Asset Management
California
$138K
ICOM
297
Investment Counselors of Maryland
Maryland
$133K
LS
298
Livforsakringsbolaget Skandia
Sweden
$130K
MRCM
299
M&R Capital Management
New Jersey
$129K
NFG
300
Next Financial Group
Texas
$125K +$87.6K +4,330 +244%