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W.R. Berkley
WRB

Overview Fund Activity

390 hedge funds and large institutions have $6.41B invested in W.R. Berkley in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 125 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+17
Holders Change %
+4.56%
% of All Funds
8.95%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
47
Increased
125
Reduced
129
Closed
24
Calls
$1.28M
Puts
$2.82M
Net Calls
-$1.54M
Net Calls Change
-$1.38M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$86.3M
2
NI
Nuance Investments
Missouri
$33.6M
3
Victory Capital Management
Victory Capital Management
Texas
$278M
4
Renaissance Technologies
Renaissance Technologies
New York
$56.2M
5
SI
Scout Investments
Missouri
$17.3M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$17M
2
Norges Bank
Norges Bank
Norway
$65.7M
3
APG Asset Management
APG Asset Management
Netherlands
$5.71M
4
PAM
Panagora Asset Management
Massachusetts
$794K
5
Bank of New York Mellon
Bank of New York Mellon
New York
$88M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
326
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$68K -$873K -40,706 -93%
MOS
327
MGO One Seven
Ohio
$56K – – –
CPP
328
Crow Point Partners
Massachusetts
$55K – – –
SJIM
329
St. Johns Investment Management
Florida
$55K +$18.8K +877 +52%
Acadian Asset Management
330
Acadian Asset Management
Massachusetts
$41K – – –
SF
331
Synovus Financial
Georgia
$40K +$40K +1,856 New
FDCDDQ
332
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.2K – – –
APA
333
American Portfolios Advisors
New York
$36.4K – – –
WTC
334
WhitTier Trust Company
Nevada
$36K +$36K +1,688 New
GWM
335
Geneos Wealth Management
Colorado
$35K – – –
BFC
336
Bedel Financial Consulting
Indiana
$29K +$29K +1,353 New
ADL
337
Asset Dedication LLC
California
$28K – – –
OIA
338
OneDigital Investment Advisors
Kansas
$26K – – –
IWM
339
IHT Wealth Management
Illinois
$25K – – –
AF
340
Allworth Financial
California
$25K – – –
PGWM
341
Parisi Gray Wealth Management
New Jersey
$22K – – –
FMII
342
Farmers & Merchants Investments Inc
Nebraska
$21K – – –
FHA
343
First Horizon Advisors
Tennessee
$20K – – –
DSC
344
Duncker Streett & Co
Missouri
$20K – – –
BFEC
345
Benjamin F. Edwards & Company
Missouri
$18K – – –
FANJ
346
Financial Architects (New Jersey)
New Jersey
$17K -$947 -44 -5%
GAM
347
Gemmer Asset Management
California
$17K – – –
WWM
348
Wagner Wealth Management
South Carolina
$15K – – –
CGI
349
CI Global Investments
California
$15K +$15K +675 New
MFW
350
Mosaic Family Wealth
Missouri
$15K +$15K +675 New
12 13
14
15 16