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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 %
MPWT
351
MassMutual Private Wealth & Trust
Connecticut
$14.5K – – –
TC
352
Trust Company
Kansas
$14K – – –
GRP
353
Global Retirement Partners
California
$14K – – –
CAPTRUST Financial Advisors
354
CAPTRUST Financial Advisors
North Carolina
$14K +$3.05K +145 +28%
CHP
355
Cable Hill Partners
Oregon
$11K – – –
Fifth Third Bancorp
356
Fifth Third Bancorp
Ohio
$11K +$291 +14 +3%
WAM
357
Wealthspire Advisors (Maryland)
Maryland
$11K +$341 +16 +3%
VFA
358
Valeo Financial Advisors
Indiana
$11K +$6.82K +324 +163%
PCP
359
Proficio Capital Partners
Massachusetts
$10K – – –
PA
360
Parallel Advisors
California
$10K – – –
S
361
SignatureFD
Georgia
$9K +$9K +419 New
FIB
362
First Interstate Bank
Montana
$8K – – –
APP
363
Avantax Planning Partners
Iowa
$8K +$8K +371 New
SWP
364
Stratos Wealth Partners
Ohio
$7K -$502 -23 -7%
POIA
365
Pin Oak Investment Advisors
Texas
$7K – – –
VCM
366
Versant Capital Management
Arizona
$7K – – –
CAW
367
Cornerstone Advisors (Washington)
Washington
$6K – – –
SWM
368
SeaCrest Wealth Management
New York
$6K – – –
SPIA
369
Steward Partners Investment Advisory
New York
$6K +$1.22K +57 +26%
WAP
370
Wealthcare Advisory Partners
Pennsylvania
$5K – – –
BC
371
Bartlett & Co
Ohio
$5K +$5K +219 New
BCWM
372
Bartlett & Co Wealth Management
Ohio
$4.73K +$4.73K +219 New
SA
373
SRH Advisors
Kansas
$4K – – –
TCM
374
Tradewinds Capital Management
Washington
$4K – – –
HFP
375
Holistic Financial Partners
Indiana
$4K – – –
13 14
15
16 17