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W.R. Berkley
WRB

Overview Fund Activity

355 hedge funds and large institutions have $4.74B invested in W.R. Berkley in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 104 increasing their positions, 134 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+38
Holders Change %
+11.99%
% of All Funds
9.47%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
52
Increased
104
Reduced
134
Closed
11
Calls
$1.02M
Puts
$322K
Net Calls
+$701K
Net Calls Change
+$883K

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$228M
2
BA
BlackRock Advisors
Delaware
$28.3M
3
Charles Schwab
Charles Schwab
California
$29.2M
4
Deutsche Bank
Deutsche Bank
Germany
$28.4M
5
JHIU
Janus Henderson Investors US
Colorado
$14.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$229M
2
GC
Guggenheim Capital
Illinois
$467K
3
Jennison Associates
Jennison Associates
New York
$183M
4
Victory Capital Management
Victory Capital Management
Texas
$8.62M
5
Swiss National Bank
Swiss National Bank
Switzerland
$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
301
MSI Financial Services
Massachusetts
$164K +$3.39K +223 +2%
Daiwa Securities Group
302
Daiwa Securities Group
Japan
$154K -$61.6K -4,050 -29%
ICOM
303
Investment Counselors of Maryland
Maryland
$154K +$2.56K +169 +2%
AAM
304
Advisors Asset Management
Colorado
$149K – – –
NIMI
305
Natixis Investment Managers International
France
$144K +$144K +9,450 New
LSV Asset Management
306
LSV Asset Management
Illinois
$143K +$128K +8,437 +833%
Nordea Investment Management
307
Nordea Investment Management
Sweden
$142K – – –
EOJOAM
308
E. Ohman J:or Asset Management
Sweden
$119K – – –
OMCS
309
Old Mutual Customised Solutions
South Africa
$118K – – –
VFA
310
Virtus Fund Advisers
Connecticut
$112K – – –
Fuller & Thaler Asset Management
311
Fuller & Thaler Asset Management
California
$108K -$36K -2,362 -25%
EWM
312
Evercore Wealth Management
New York
$98K – – –
HF
313
Hoxton Financial
West Virginia
$92K – – –
DVM
314
Dreman Value Management
Florida
$91K -$10.7K -705 -10%
BRWM
315
B. Riley Wealth Management
Tennessee
$82K +$257 +17 +0.3%
MIC
316
MU Investments Company
Japan
$62K – – –
SEI Investments
317
SEI Investments
Pennsylvania
$59K +$59K +3,675 New
HPBT
318
High Point Bank & Trust
North Carolina
$50K – – –
GGPS
319
Gary Goldberg Planning Services
New York
$46K – – –
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$43K +$22.4K +1,478 +109%
Walleye Trading
321
Walleye Trading
New York
$29K -$30.5K -2,035 -51%
LTFS
322
Ladenburg Thalmann Financial Services
Florida
$29K -$19.9K -1,336 -41%
WCBA
323
Weaver C. Barksdale & Associates
Tennessee
$29K -$3.28K -216 -10%
Fifth Third Bancorp
324
Fifth Third Bancorp
Ohio
$29K +$15K +972 +107%
MAM
325
Mizuho Asset Management
Japan
$27K – – –
11 12
13
14 15