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W.R. Berkley
WRB

Overview Fund Activity

438 hedge funds and large institutions have $9.34B invested in W.R. Berkley in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 128 increasing their positions, 154 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+25
Holders Change %
+6.05%
% of All Funds
9.62%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
65
Increased
128
Reduced
154
Closed
38
Calls
$2.59M
Puts
$2.41M
Net Calls
+$179K
Net Calls Change
-$245K

Top Buyers

1
BlackRock
BlackRock
New York
$1.45B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$222M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.1B
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$23.8M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$15.6M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$155M
2
ACM
Atlanta Capital Management
Georgia
$738M
3
FMI
Fiduciary Management Inc
Wisconsin
$94.4M
4
Citadel Advisors
Citadel Advisors
Florida
$29.7M
5
Victory Capital Management
Victory Capital Management
Texas
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
351
Hourglass Capital
Texas
$228K – – –
RWM
352
Ritholtz Wealth Management
New York
$220K +$161 +5 +0.1%
CG
353
Colony Group
Massachusetts
$220K +$220K +6,849 New
SCM
354
Stellar Capital Management
Arizona
$218K +$218K +6,779 New
OC
355
Oppenheimer & Co
New York
$217K +$217K +6,750 New
Mirae Asset Global Investments
356
Mirae Asset Global Investments
South Korea
$216K +$216K +6,728 New
CB
357
Commerce Bank
Missouri
$207K +$207K +6,458 New
MRCM
358
M&R Capital Management
New Jersey
$205K – – –
GAM
359
Griffin Asset Management
New York
$205K +$1.86K +58 +0.9%
STMM
360
South Texas Money Management
Texas
$203K +$203K +6,309 New
ALAM
361
Asahi Life Asset Management
Japan
$201K +$201K +6,255 New
SFS
362
Sowell Financial Services
Arkansas
$201K +$201K +6,264 New
OIA
363
Optimum Investment Advisors
Illinois
$190K – – –
GWMIA
364
Global Wealth Management Investment Advisory
Florida
$173K – – –
VCM
365
Vigilant Capital Management
Maine
$163K – – –
OSAM
366
O'Shaughnessy Asset Management
Connecticut
$136K +$2.82K +88 +2%
BCA
367
Berman Capital Advisors
Georgia
$133K -$160 -5 -0.1%
Rockefeller Capital Management
368
Rockefeller Capital Management
New York
$129K – – –
RCA
369
Ranch Capital Advisors
Florida
$119K +$119K +3,713 New
AIM
370
AIA Investment Management
Singapore
$113K +$113K +3,533 New
NFG
371
Next Financial Group
Texas
$109K -$404K -12,600 -79%
SBSB
372
Sullivan, Bruyette, Speros & Blaney
Virginia
$109K +$109K +3,389 New
National Pension Service
373
National Pension Service
South Korea
$102K – – –
RCAG
374
Rehmann Capital Advisory Group
Michigan
$99.9K – – –
LS
375
Livforsakringsbolaget Skandia
Sweden
$95K – – –
13 14
15
16 17