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W.R. Berkley
WRB

Overview Fund Activity

489 hedge funds and large institutions have $8.93B invested in W.R. Berkley in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 141 increasing their positions, 169 reducing their positions, and 39 closing their positions.

Holders
489
Holders Change
+51
Holders Change %
+11.64%
% of All Funds
9.66%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
100
Increased
141
Reduced
169
Closed
39
Calls
$1.72M
Puts
$1.96M
Net Calls
-$242K
Net Calls Change
-$421K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.22B
2
State Street
2
State Street
Massachusetts
$569M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$189M
4
Millennium Management
4
Millennium Management
New York
$105M
5
MAM
5
Madison Asset Management
Wisconsin
$45.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.1B
2
Boston Partners
2
Boston Partners
Massachusetts
$82.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$151M
4
Victory Capital Management
4
Victory Capital Management
Texas
$166M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$82.8M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
351
Avantax Advisory Services
Texas
$351K 5,075 +5,075 New
TC
352
TownSquare Capital
Utah
$343K 4,964 +147 +3%
IA
353
IFP Advisors
Florida
$340K 4,962 -1,308 -21%
KPW
354
Kore Private Wealth
New York
$337K 4,875 +4,875 New
AF
355
Advisornet Financial
Minnesota
$329K 4,762 +2 +0%
FMT
356
First Mercantile Trust
Tennessee
$328K 4,741 -888 -16%
PCA
357
Personal Capital Advisors
California
$323K 4,673 +122 +3%
IAA
358
Independent Advisor Alliance
North Carolina
$321K 4,640 +506 +12%
MF
359
Magnetar Financial
Illinois
$321K 4,641 +4,641 New
GFA
360
Gifford Fong Associates
California
$311K 4,500 – –
Macquarie Group
361
Macquarie Group
Australia
$299K 4,330 +3,630 +519%
CCA
362
Cobblestone Capital Advisors
New York
$295K 4,276 – –
GT
363
Glenmede Trust
Pennsylvania
$287K 4,173 -316 -7%
HKAM
364
Horizon Kinetics Asset Management
New York
$285K 4,121 -217 -5%
CG
365
Colony Group
Massachusetts
$285K 4,128 +1,084 +36%
RC
366
RegentAtlantic Capital
New Jersey
$283K 4,094 +134 +3%
TW
367
TrinityPoint Wealth
Connecticut
$273K 3,954 +48 +1%
CI
368
Cigna Investments
Connecticut
$269K 3,666 -485 -12%
MA
369
MANA Advisors
New York
$269K 3,900 +3,900 New
OCM
370
Osterweis Capital Management
California
$267K 3,863 – –
DI
371
Diligent Investors
California
$266K 3,850 -350 -8%
RIM
372
Rampart Investment Management
Connecticut
$260K 3,757 +3,757 New
AWM
373
AE Wealth Management
Kansas
$250K 3,611 +3,611 New
SMFS
374
Squar Milner Financial Services
California
$248K 3,595 -1,412 -28%
ERIM
375
Eagle Ridge Investment Management
Connecticut
$244K 3,525 -1,125 -24%
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