WRB icon

W.R. Berkley
WRB

Overview Fund Activity

438 hedge funds and large institutions have $9.34B invested in W.R. Berkley in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 128 increasing their positions, 154 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+25
Holders Change %
+6.05%
% of All Funds
9.62%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
65
Increased
128
Reduced
154
Closed
38
Calls
$2.59M
Puts
$2.41M
Net Calls
+$179K
Net Calls Change
-$245K

Top Buyers

1
BlackRock
BlackRock
New York
$1.45B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$222M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.1B
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$23.8M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$15.6M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$155M
2
ACM
Atlanta Capital Management
Georgia
$738M
3
FMI
Fiduciary Management Inc
Wisconsin
$94.4M
4
Citadel Advisors
Citadel Advisors
Florida
$29.7M
5
Victory Capital Management
Victory Capital Management
Texas
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
276
Chilton Investment Company
Connecticut
$670K -$23.2K -722 -3%
HMS
277
Hanseatic Management Services
New Mexico
$648K – – –
EAM
278
Erste Asset Management
Austria
$645K – – –
AG
279
Advisor Group
Arizona
$645K -$96.3K -3,004 -13%
NICM
280
Neo Ivy Capital Management
New York
$641K +$641K +20,230 New
JIP
281
Jaffetilchin Investment Partners
Florida
$625K -$3.92K -122 -0.6%
WAM
282
World Asset Management
Michigan
$620K -$2.96K -92 -0.5%
DADC
283
D.A. Davidson & Co
Montana
$611K -$173K -5,398 -22%
WJWM
284
Williams Jones Wealth Management
New York
$584K +$584K +18,187 New
VIA
285
Vident Investment Advisory
Georgia
$582K +$582K +18,126 New
Capital Fund Management (CFM)
286
Capital Fund Management (CFM)
France
$563K +$563K +17,550 New
QT
287
Quantbot Technologies
New York
$561K +$561K +17,480 New
6M
288
6 Meridian
Kansas
$553K -$138K -4,287 -20%
DCM
289
Dean Capital Management
Kansas
$547K -$211K -6,554 -28%
Susquehanna International Group
290
Susquehanna International Group
Pennsylvania
$539K -$246K -7,657 -31%
BRWM
291
B. Riley Wealth Management
Tennessee
$534K -$995 -31 -0.2%
KFA
292
Krane Funds Advisors
New York
$534K +$506K +15,761 +1,810%
OWD
293
Osborn Williams & Donohoe
Ohio
$524K – – –
N
294
Natixis
France
$508K +$508K +15,827 New
Commonwealth Equity Services
295
Commonwealth Equity Services
Massachusetts
$496K +$53.5K +1,669 +12%
ASN
296
Advisory Services Network
Georgia
$484K – – –
CWA
297
Clarus Wealth Advisors
Arizona
$471K +$471K +14,677 New
BCM
298
Bayesian Capital Management
New York
$469K +$469K +14,603 New
FRM
299
Fox Run Management
Connecticut
$466K +$466K +14,522 New
MFG
300
Magnus Financial Group
New York
$464K – – –
10 11
12
13 14