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W.R. Berkley
WRB

Overview Fund Activity

413 hedge funds and large institutions have $8.63B invested in W.R. Berkley in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 130 increasing their positions, 191 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+14
Holders Change %
+3.51%
% of All Funds
8.98%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
56
Increased
130
Reduced
191
Closed
36
Calls
$1.34M
Puts
$913K
Net Calls
+$424K
Net Calls Change
-$2.34M

Top Buyers

1
BlackRock
BlackRock
New York
$1.26B
2
Millennium Management
Millennium Management
New York
$49.7M
3
Citadel Advisors
Citadel Advisors
Florida
$55.1M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$37.6M
5
APG Asset Management
APG Asset Management
Netherlands
$102M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
$503M
2
ACM
Atlanta Capital Management
Georgia
$718M
3
Victory Capital Management
Victory Capital Management
Texas
$226M
4
Renaissance Technologies
Renaissance Technologies
New York
$1.28M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
326
Veritable
Delaware
$219K -$61.3K -2,093 -22%
WI
327
Wintrust Investments
Illinois
$211K +$211K +7,200 New
HC
328
Hourglass Capital
Texas
$208K +$208K +7,088 New
MPIA
329
Mountain Pacific Investment Advisers
Idaho
$204K +$204K +6,953 New
RWM
330
Ritholtz Wealth Management
New York
$200K +$200K +6,833 New
MRCM
331
M&R Capital Management
New Jersey
$187K -$93.5K -3,207 -33%
GAM
332
Griffin Asset Management
New York
$185K +$185K +6,325 New
SMFS
333
Squar Milner Financial Services
California
$175K +$28K +956 +19%
OIA
334
Optimum Investment Advisors
Illinois
$173K – – –
GWMIA
335
Global Wealth Management Investment Advisory
Florida
$158K – – –
VCM
336
Vigilant Capital Management
Maine
$148K – – –
TRCT
337
Tower Research Capital (TRC)
New York
$146K -$421K -14,347 -74%
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$142K -$117 -4 -0.1%
BCA
339
Berman Capital Advisors
Georgia
$121K +$3.96K +136 +3%
OSAM
340
O'Shaughnessy Asset Management
Connecticut
$121K +$121K +4,156 New
Rockefeller Capital Management
341
Rockefeller Capital Management
New York
$117K -$131K -4,511 -53%
APA
342
American Portfolios Advisors
New York
$99.8K +$54.9K +1,872 +122%
AS
343
Altshuler Shaham
Israel
$94K +$42.5K +1,445 +82%
National Pension Service
344
National Pension Service
South Korea
$93K +$93K +3,182 New
RCAG
345
Rehmann Capital Advisory Group
Michigan
$91.2K -$14.4K -491 -14%
LS
346
Livforsakringsbolaget Skandia
Sweden
$87K -$29 -1 -0%
CFG
347
Citizens Financial Group
Rhode Island
$87K – – –
HWA
348
Heritage Wealth Advisors
Virginia
$83.9K -$29 -1 -0%
AF
349
Advisornet Financial
Minnesota
$80K +$47K +1,607 +142%
BCI
350
Brinker Capital Investments
Pennsylvania
$72K -$58 -2 -0.1%
12 13
14
15 16