We are live on ! Find out more
WRB icon

W.R. Berkley

360 hedge funds and large institutions have $5.87B invested in W.R. Berkley in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 131 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

12% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 117

3% more funds holding

Funds holding: 351360 (+9)

0.62% more ownership

Funds ownership: 243.97%244.59% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $6.06B → $5.87B (-$196M)

52% less call options, than puts

Call options by funds: $567K | Put options by funds: $1.19M

Holders
360
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
8.98%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
41
Increased
131
Reduced
117
Closed
29
Calls
$567K
Puts
$1.19M
Net Calls
-$620K
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
301
SG Americas Securities
New York
$131K -$2.38M -118,655 -95%
LS
302
Livforsakringsbolaget Skandia
Sweden
$126K
MRCM
303
M&R Capital Management
New Jersey
$126K
IA
304
IFP Advisors
Florida
$123K -$24.9K -1,242 -17%
BTIS
305
BB&T Investment Services
North Carolina
$120K +$35.2K +1,759 +44%
EA
306
Edge Advisors
Georgia
$106K -$6.15K -307 -5%
HNB
307
Huntington National Bank
Ohio
$104K +$10.6K +530 +11%
VCM
308
Vigilant Capital Management
Maine
$100K +$101K +5,063 New
SO
309
STRS Ohio
Ohio
$87K
IDBONY
310
Israel Discount Bank of New York
New York
$73K -$1.68K -84 -2%
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$68K -$25.9K -1,293 -27%
RFS
312
Rockefeller Financial Services
New York
$68K +$69.3K +3,459 New
FIM
313
Foresters Investment Management
New York
$66K
FDCDDQ
314
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41K
WCBA
315
Weaver C. Barksdale & Associates
Tennessee
$40K +$2.22K +111 +6%
NIT
316
NumerixS Investment Technologies
British Columbia, Canada
$40K +$33.8K +1,687 +499%
Acadian Asset Management
317
Acadian Asset Management
Massachusetts
$38K
NFG
318
Next Financial Group
Texas
$35K -$86.7K -4,330 -71%
SJIM
319
St. Johns Investment Management
Florida
$33K
GWM
320
Geneos Wealth Management
Colorado
$32K -$7.85K -392 -19%
IWM
321
IHT Wealth Management
Illinois
$24K -$69.5K -3,473 -75%
AF
322
Allworth Financial
California
$23K
BFEC
323
Benjamin F. Edwards & Company
Missouri
$22K +$9.53K +476 +78%
OIA
324
OneDigital Investment Advisors
Kansas
$21K
GRP
325
Global Retirement Partners
California
$20K -$4.79K -239 -19%