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W.R. Berkley
WRB

Overview Fund Activity

358 hedge funds and large institutions have $5.86B invested in W.R. Berkley in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 129 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+9
Holders Change %
+2.58%
% of All Funds
8.94%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
41
Increased
129
Reduced
117
Closed
29
Calls
$567K
Puts
$1.19M
Net Calls
-$620K
Net Calls Change
-$1.21M

Top Buyers

1
ACM
Atlanta Capital Management
Georgia
$284M
2
Victory Capital Management
Victory Capital Management
Texas
$191M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$43.6M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$19.4M
5
PC
Polar Capital
United Kingdom
$49.9M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
$5.17M
2
Boston Partners
Boston Partners
Massachusetts
$224M
3
APG Asset Management
APG Asset Management
Netherlands
$46.6M
4
Jennison Associates
Jennison Associates
New York
$0
5
Deutsche Bank
Deutsche Bank
Germany
$9.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
326
First Horizon Advisors
Tennessee
$18K – – –
PCM
327
Prelude Capital Management
New York
$18K +$18K +905 New
FANJ
328
Financial Architects (New Jersey)
New Jersey
$16K -$384 -20 -2%
GAM
329
Gemmer Asset Management
California
$16K – – –
FMA
330
FNY Managed Accounts
New York
$16K +$16K +810 New
ASN
331
Advisory Services Network
Georgia
$15K – – –
FPS
332
Fieldpoint Private Securities
Connecticut
$14K +$14K +699 New
MPWT
333
MassMutual Private Wealth & Trust
Connecticut
$13.3K – – –
TC
334
Trust Company
Kansas
$13K – – –
TG
335
TLP Group
Illinois
$12K +$12K +628 New
PA
336
Parallel Advisors
California
$10K -$3.26K -156 -25%
ZB
337
Zions Bancorporation
Utah
$10K +$10K +500 New
CHP
338
Cable Hill Partners
Oregon
$10K +$10K +513 New
WAM
339
Wealthspire Advisors (Maryland)
Maryland
$9K – – –
PCP
340
Proficio Capital Partners
Massachusetts
$8K -$13.5K -685 -63%
BONST
341
Bank of Nova Scotia Trust
Ontario, Canada
$8K +$8K +388 New
FIB
342
First Interstate Bank
Montana
$7K +$7K +354 New
Fifth Third Bancorp
343
Fifth Third Bancorp
Ohio
$7K +$7K +378 New
VCM
344
Versant Capital Management
Arizona
$6K +$195 +11 +3%
CAW
345
Cornerstone Advisors (Washington)
Washington
$5K – – –
SPIA
346
Steward Partners Investment Advisory
New York
$5K +$1.59K +85 +47%
TCM
347
Tradewinds Capital Management
Washington
$4K – – –
VFA
348
Valeo Financial Advisors
Indiana
$4K +$4K +192 New
SA
349
SRH Advisors
Kansas
$3K – – –
IP
350
Intellectus Partners
California
$3K – – –
12 13
14
15 16