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W.R. Berkley
WRB

Overview Fund Activity

390 hedge funds and large institutions have $7B invested in W.R. Berkley in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 138 increasing their positions, 124 reducing their positions, and 30 closing their positions.

Holders
390
Holders Change
+9
Holders Change %
+2.36%
% of All Funds
8.93%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
42
Increased
138
Reduced
124
Closed
30
Calls
$1.92M
Puts
$1.65M
Net Calls
+$264K
Net Calls Change
-$484K

Top Buyers

1
ACM
1
Atlanta Capital Management
Georgia
$629M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$304M
3
BlackRock
3
BlackRock
New York
$857M
4
Boston Partners
4
Boston Partners
Massachusetts
$300M
5
SI
5
Scout Investments
Missouri
$39.8M

Top Sellers

1
Eagle Capital Management (New York)
1
Eagle Capital Management (New York)
New York
$175M
2
Victory Capital Management
2
Victory Capital Management
Texas
$273M
3
Millennium Management
3
Millennium Management
New York
$3.72M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$23.7M
5
Northern Trust
5
Northern Trust
Illinois
$79.3M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
301
Guggenheim Capital
Illinois
$239K 2,994 -250 -8%
AA
302
ALPS Advisors
Colorado
$233K 2,909 +2,909 New
CGI
303
CI Global Investments
California
$232K 2,908 +2,657 +1,059%
CCA
304
Cobblestone Capital Advisors
New York
$228K 2,851 – –
V
305
Veritable
Delaware
$224K 2,798 – –
EWM
306
Evercore Wealth Management
New York
$209K 2,619 +2,619 New
D.E. Shaw & Co
307
D.E. Shaw & Co
New York
$208K 2,605 +2,605 New
CI
308
Cigna Investments
Connecticut
$207K 2,736 -400 -13%
STA
309
Summit Trail Advisors
New York
$167K 2,075 +2,075 New
MPIA
310
Mountain Pacific Investment Advisers
Idaho
$165K 2,060 +2,060 New
MRCM
311
M&R Capital Management
New Jersey
$151K 1,901 – –
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$146K 1,828 +127 +7%
SMFS
313
Squar Milner Financial Services
California
$144K 1,798 +227 +14%
OIA
314
Optimum Investment Advisors
Illinois
$140K 1,750 – –
VCM
315
Vigilant Capital Management
Maine
$120K 1,500 – –
TC
316
Truvestments Capital
Florida
$103K 1,283 +1,283 New
FL
317
Fort LP
Maryland
$101K 1,269 +1,269 New
SJIM
318
St. Johns Investment Management
Florida
$94K 1,175 +415 +55%
Rockefeller Capital Management
319
Rockefeller Capital Management
New York
$82K 1,025 – –
LS
320
Livforsakringsbolaget Skandia
Sweden
$70K 881 -600 -41%
HWA
321
Heritage Wealth Advisors
Virginia
$67K 849 +849 New
HNB
322
Huntington National Bank
Ohio
$64K 802 – –
JFGIW
323
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56K 704 – –
HSA
324
Hussman Strategic Advisors
Maryland
$56K 700 – –
RCAG
325
Rehmann Capital Advisory Group
Michigan
$46.1K 577 -428 -43%
11 12
13
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