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W.R. Berkley
WRB

Overview Fund Activity

348 hedge funds and large institutions have $4.86B invested in W.R. Berkley in 2016 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 122 increasing their positions, 112 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-6
Holders Change %
-1.69%
% of All Funds
9.29%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
33
Increased
122
Reduced
112
Closed
38
Calls
$2.44M
Puts
$928K
Net Calls
+$1.51M
Net Calls Change
-$6.23M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$39M
2
CIC
2
Chilton Investment Company
Connecticut
$31.3M
3
Invesco
3
Invesco
Georgia
$41.5M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$21.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$23M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$80.9M
2
Millennium Management
2
Millennium Management
New York
$799K
3
Eagle Capital Management (New York)
3
Eagle Capital Management (New York)
New York
$447M
4
TCIM
4
TIAA CREF Investment Management
New York
$48.9M
5
FMI
5
Fiduciary Management Inc
Wisconsin
$97.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
326
Gupta Wealth Management
California
$8K – – –
Lazard Asset Management
327
Lazard Asset Management
New York
$8K – – –
ASN
328
Advisory Services Network
Georgia
$7K – – –
WAM
329
Wealthspire Advisors (Maryland)
Maryland
$7K – – –
JIM
330
Jupiter Investment Management
United Kingdom
$6K – – –
SIM
331
Sonora Investment Management
Arizona
$5.7K – – –
CCMH
332
Cornerstone Capital Management Holdings
New York
$5K +$5K +327 New
VCM
333
Versant Capital Management
Arizona
$4K -$272 -17 -6%
FNBT
334
FineMark National Bank & Trust
Florida
$4K – – –
CAW
335
Cornerstone Advisors (Washington)
Washington
$4K – – –
OSAM
336
O'Shaughnessy Asset Management
Connecticut
$3K -$3.15K -173 -51%
ZB
337
Zions Bancorporation
Utah
$3K – – –
SA
338
SRH Advisors
Kansas
$3K – – –
HW
339
Hancock Whitney
Mississippi
$2.96K -$37 -2,231 -1%
Nuveen Asset Management
340
Nuveen Asset Management
Illinois
$2.41K +$6 +338 +0.2%
HR
341
Howe & Rusling
New York
$2K -$246 -17 -11%
IWM
342
Integrated Wealth Management
California
$2K – – –
WA
343
WFG Advisors
Texas
$1K – – –
DPA
344
Delphi Private Advisors
California
$1K – – –
QI
345
QS Investors
New York
$1K – – –
AssetMark Inc
346
AssetMark Inc
California
$1K +$1K +74 New
ED
347
Exane Derivatives
France
$112 +$112 +7 New
EWM
348
Endurance Wealth Management
Rhode Island
$10 – – –
Schroder Investment Management Group
349
Schroder Investment Management Group
United Kingdom
– -$5.71M -352,168 Closed
HCMT
350
Highland Capital Management (Tennessee)
Tennessee
– -$4.55M -280,429 Closed
12 13
14
15 16