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W.R. Berkley
WRB

Overview Fund Activity

390 hedge funds and large institutions have $7B invested in W.R. Berkley in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 138 increasing their positions, 124 reducing their positions, and 30 closing their positions.

Holders
390
Holders Change
+9
Holders Change %
+2.36%
% of All Funds
8.93%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
42
Increased
138
Reduced
124
Closed
30
Calls
$1.92M
Puts
$1.65M
Net Calls
+$264K
Net Calls Change
-$484K

Top Buyers

1
ACM
1
Atlanta Capital Management
Georgia
$629M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$304M
3
BlackRock
3
BlackRock
New York
$857M
4
Boston Partners
4
Boston Partners
Massachusetts
$300M
5
SI
5
Scout Investments
Missouri
$39.8M

Top Sellers

1
Eagle Capital Management (New York)
1
Eagle Capital Management (New York)
New York
$175M
2
Victory Capital Management
2
Victory Capital Management
Texas
$273M
3
Millennium Management
3
Millennium Management
New York
$3.72M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$23.7M
5
Northern Trust
5
Northern Trust
Illinois
$79.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Acadian Asset Management
326
Acadian Asset Management
Massachusetts
$45K 565 – –
SF
327
Synovus Financial
Georgia
$44K 550 – –
WTC
328
WhitTier Trust Company
Nevada
$40K 500 – –
ST
329
Sageworth Trust
Pennsylvania
$40K 500 +300 +150%
GWM
330
Geneos Wealth Management
Colorado
$39K 499 +1 +0.2%
OWA
331
One Wealth Advisors
California
$36K 441 – –
PA
332
Parallel Advisors
California
$32K 396 -41 -9%
NFG
333
Next Financial Group
Texas
$32K 401 +401 New
APA
334
American Portfolios Advisors
New York
$32K 400 -100 -20%
ADL
335
Asset Dedication LLC
California
$30K 381 – –
BFC
336
Bedel Financial Consulting
Indiana
$30K 408 +4 +1%
OIA
337
OneDigital Investment Advisors
Kansas
$29K 360 – –
AF
338
Allworth Financial
California
$28K 350 – –
PCP
339
Proficio Capital Partners
Massachusetts
$28K 355 – –
AF
340
Advisornet Financial
Minnesota
$27K 334 +34 +11%
Bessemer Group
341
Bessemer Group
New Jersey
$25K 318 -77,951 -100%
AS
342
Altshuler Shaham
Israel
$25K 315 +315 New
Korea Investment Corp
343
Korea Investment Corp
South Korea
$24K 300 -43,500 -99%
PGWM
344
Parisi Gray Wealth Management
New Jersey
$24K 300 – –
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$23K 293 – –
GP
346
Girard Partners
Pennsylvania
$23K 300 +300 New
DSC
347
Duncker Streett & Co
Missouri
$22K 270 – –
WSTAM
348
Wilbanks Smith & Thomas Asset Management
Virginia
$22K 274 +274 New
FANJ
349
Financial Architects (New Jersey)
New Jersey
$21K 268 -6 -2%
ONST
350
Old North State Trust
North Carolina
$21K 270 +270 New
12 13
14
15 16