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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 %
O
301
Ossiam
France
$461K -$518K -16,135 -53%
AIL
302
AGF Investments LLC
Ontario, Canada
$460K +$116K +3,611 +34%
IA
303
IFP Advisors
Florida
$449K +$449K +14,108 New
QT
304
Quantamental Technologies
New York
$432K -$108K -3,375 -20%
SI
305
Stephens Inc
Arkansas
$427K -$67.7K -2,108 -14%
RMC
306
Resources Management Corp
Connecticut
$419K +$419K +13,043 New
ZIM
307
Zacks Investment Management
Illinois
$419K +$419K +13,057 New
Nordea Investment Management
308
Nordea Investment Management
Sweden
$416K – – –
Fidelity Investments
309
Fidelity Investments
Massachusetts
$413K -$1.64K -51 -0.4%
AS
310
Altshuler Shaham
Israel
$413K +$311K +9,736 +305%
FMT
311
First Mercantile Trust
Tennessee
$407K +$407K +12,665 New
FWIA
312
Fort Washington Investment Advisors
Ohio
$406K -$10.8K -337 -3%
CT
313
Coastline Trust
Rhode Island
$400K -$21K -653 -5%
SSW
314
Smith Shellnut Wilson
Mississippi
$400K +$14.2K +444 +4%
TSW
315
Thompson Siegel & Walmsley
Virginia
$395K -$27.8K -866 -7%
RJT
316
Raymond James Trust
Florida
$393K -$39K -1,213 -9%
GCP
317
GSA Capital Partners
United Kingdom
$392K +$392K +12,206 New
AP
318
Advisor Partners
California
$376K +$3.25K +101 +0.9%
JIM
319
Jupiter Investment Management
United Kingdom
$373K +$373K +11,642 New
CAC
320
Cowen and Company
New York
$365K +$365K +11,363 New
FAAS
321
First Allied Advisory Services
California
$353K -$110K -3,408 -24%
AF
322
Advisornet Financial
Minnesota
$344K +$256K +7,972 +291%
GIA
323
Gateway Investment Advisers
Ohio
$341K – – –
ERIM
324
Eagle Ridge Investment Management
Connecticut
$336K – – –
PGAM
325
Princeton Global Asset Management
New Jersey
$336K – – –
11 12
13
14 15