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W.R. Berkley
WRB

Overview Fund Activity

341 hedge funds and large institutions have $4.57B invested in W.R. Berkley in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 120 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
-14
Holders Change %
-3.94%
% of All Funds
9.1%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
28
Increased
120
Reduced
130
Closed
38
Calls
$1.36M
Puts
$694K
Net Calls
+$663K
Net Calls Change
-$38K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$37.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$83.4M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$79.2M
4
BFA
BlackRock Fund Advisors
California
$187M
5
JHIU
Janus Henderson Investors US
Colorado
$27.1M

Top Sellers

1
AL
AJO LP
Pennsylvania
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$192M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$883K
4
Deutsche Bank
Deutsche Bank
Germany
$10.1M
5
Morgan Stanley
Morgan Stanley
New York
$4.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
326
Gemmer Asset Management
California
$13K – – –
US Bancorp
327
US Bancorp
Minnesota
$10K – – –
Manulife (Manufacturers Life Insurance)
328
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.64K +$9 +594 +0.1%
CAW
329
Cornerstone Advisors (Washington)
Washington
$4K – – –
TI
330
Turner Investments
Pennsylvania
$3K -$2.66M -149,580 -100%
Bessemer Group
331
Bessemer Group
New Jersey
$3K – – –
ZB
332
Zions Bancorporation
Utah
$3K +$3K +176 New
HR
333
Howe & Rusling
New York
$2K -$198 -10 -9%
BPBT
334
Boston Private Bank & Trust
Massachusetts
$2K – – –
SA
335
SRH Advisors
Kansas
$2K – – –
CIM
336
Cambria Investment Management
California
$1.32K +$64 +4,296 +5%
WA
337
WFG Advisors
Texas
$1K – – –
IWM
338
Integrated Wealth Management
California
$1K +$1K +128 New
ACS
339
Archford Capital Strategies
Illinois
$657 – – –
ED
340
Exane Derivatives
France
$101 -$162K -11,198 -100%
AL
341
AJO LP
Pennsylvania
– -$35M -2,303,269 Closed
Victory Capital Management
342
Victory Capital Management
Texas
– -$8.62M -567,381 Closed
ESCM
343
Echo Street Capital Management
New York
– -$4.65M -306,099 Closed
Arrowstreet Capital
344
Arrowstreet Capital
Massachusetts
– -$3.34M -219,945 Closed
SCM
345
Stevens Capital Management
Pennsylvania
– -$3.16M -207,860 Closed
CSS
346
Cubist Systematic Strategies
Connecticut
– -$2.2M -145,112 Closed
HighTower Advisors
347
HighTower Advisors
Illinois
– -$1.89M -124,463 Closed
RA
348
Royce & Associates
New York
– -$1.76M -115,921 Closed
CIP
349
Convergence Investment Partners
Florida
– -$1.54M -101,321 Closed
GCA
350
Gideon Capital Advisors
New York
– -$1.31M -86,505 Closed
12 13
14
15 16