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W.R. Berkley
WRB

Overview Fund Activity

343 hedge funds and large institutions have $5.07B invested in W.R. Berkley in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 107 increasing their positions, 126 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-5
Holders Change %
-1.44%
% of All Funds
9.17%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
25
Increased
107
Reduced
126
Closed
28
Calls
$2.77M
Puts
$772K
Net Calls
+$2M
Net Calls Change
+$1.73M

Top Buyers

1
WRBC
W.R. Berkley Corp
Connecticut
$31.7M
2
Victory Capital Management
Victory Capital Management
Texas
$109M
3
ACM
Atlanta Capital Management
Georgia
$146M
4
EVM
Eaton Vance Management
Massachusetts
$44.2M
5
FRAF
Första AP-fonden
Sweden
$12.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$124M
2
Citadel Advisors
Citadel Advisors
Florida
$5.81M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$414M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.45M
5
Macquarie Group
Macquarie Group
Australia
$9.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
301
Alpha Windward
Massachusetts
$31K – – –
HPBT
302
High Point Bank & Trust
North Carolina
$30K -$8.57K -506 -22%
NFG
303
Next Financial Group
Texas
$30K – – –
WRM
304
Westport Resources Management
Connecticut
$29K -$186K -10,847 -87%
BC
305
Barnett & Company
Tennessee
$29K – – –
SJIM
306
St. Johns Investment Management
Florida
$29K – – –
NIPH
307
NN Investment Partners Holdings
Netherlands
$29K – – –
GWM
308
Geneos Wealth Management
Colorado
$28K +$1.03K +61 +4%
HNB
309
Huntington National Bank
Ohio
$27K -$29.3K -1,708 -52%
AF
310
Allworth Financial
California
$20K – – –
HR
311
Howe & Rusling
New York
$20K +$17.3K +1,012 +636%
TC
312
Trust Company
Kansas
$18K – – –
PCP
313
Proficio Capital Partners
Massachusetts
$18K +$14.7K +837 +450%
FHA
314
First Horizon Advisors
Tennessee
$17K – – –
FMII
315
Farmers & Merchants Investments Inc
Nebraska
$17K – – –
SAMC
316
Shinko Asset Management Company
Japan
$17K – – –
DSC
317
Duncker Streett & Co
Missouri
$16K – – –
GAM
318
Gemmer Asset Management
California
$14K – – –
Simplex Trading
319
Simplex Trading
Illinois
$14K +$14K +824 New
FANJ
320
Financial Architects (New Jersey)
New Jersey
$11K – – –
ASN
321
Advisory Services Network
Georgia
$11K +$3.09K +175 +39%
BBHC
322
Brown Brothers Harriman & Co
New York
$8K – – –
Lazard Asset Management
323
Lazard Asset Management
New York
$8K – – –
WAM
324
Wealthspire Advisors (Maryland)
Maryland
$7K – – –
S
325
SignatureFD
Georgia
$7K +$7K +381 New
11 12
13
14 15