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W.R. Berkley

357 hedge funds and large institutions have $5.82B invested in W.R. Berkley in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 127 increasing their positions, 117 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $1.11M

68% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 28

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more capital invested

Capital invested by funds: $5.07B → $5.82B (+$749M)

3% more funds holding

Funds holding: 345357 (+12)

9% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 117

0.91% more ownership

Funds ownership: 242.66%243.57% (+0.91%)

Holders
357
Holders Change
+12
Holders Change %
+3.48%
% of All Funds
8.93%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.18%
New
47
Increased
127
Reduced
117
Closed
28
Calls
$3.19M
Puts
$1.11M
Net Calls
+$2.08M
Net Calls Change
+$86K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
326
Allworth Financial
California
$23K
HR
327
Howe & Rusling
New York
$23K +$359 +20 +2%
TC
328
Trust Company
Kansas
$21K
FMII
329
Farmers & Merchants Investments Inc
Nebraska
$19K
DSC
330
Duncker Streett & Co
Missouri
$18K
PHK
331
Point72 Hong Kong
Hong Kong
$18K +$16.1K +894 New
FHA
332
First Horizon Advisors
Tennessee
$17K
FANJ
333
Financial Architects (New Jersey)
New Jersey
$17K +$4.31K +240 +39%
GAM
334
Gemmer Asset Management
California
$16K
PA
335
Parallel Advisors
California
$14K +$12.9K +716 New
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$13.3K +$12.1K +675 New
PG
337
PEAK6 Group
Illinois
$13K +$12.1K +675 New
BBHC
338
Brown Brothers Harriman & Co
New York
$9K
Lazard Asset Management
339
Lazard Asset Management
New York
$9K
WAM
340
Wealthspire Advisors (Maryland)
Maryland
$8K
VCM
341
Versant Capital Management
Arizona
$6K +$1.38K +77 +31%
CAW
342
Cornerstone Advisors (Washington)
Washington
$5K
PCP
343
Proficio Capital Partners
Massachusetts
$4K -$15K -837 -82%
MFS
344
MSI Financial Services
Massachusetts
$3K
SA
345
SRH Advisors
Kansas
$3K
ZB
346
Zions Bancorporation
Utah
$3K
EARNEST Partners
347
EARNEST Partners
Georgia
$3K +$2.42K +135 New
IP
348
Intellectus Partners
California
$3K +$3.04K +169 New
DPA
349
Delphi Private Advisors
California
$1K -$1.27K -71 -55%
AssetMark Inc
350
AssetMark Inc
California
$1K