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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 %
SFS
376
Sowell Financial Services
Arkansas
$243K 3,514 +730 +26%
SAM
377
Silvercrest Asset Management
New York
$238K 3,450 – –
Brown Advisory
378
Brown Advisory
Maryland
$237K 3,428 – –
KRSITF
379
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$237K 3,437 +3,437 New
PCS
380
Personal CFO Solutions
New Jersey
$236K 3,419 +3,419 New
CWA
381
Clarus Wealth Advisors
Arizona
$234K 3,410 -3,113 -48%
QI
382
Qtron Investments
Massachusetts
$233K 3,371 – –
HC
383
Hourglass Capital
Texas
$218K 3,150 – –
CFA
384
CWS Financial Advisors
Michigan
$217K 3,135 +3,135 New
MC
385
Machina Capital
France
$213K 3,083 +3,083 New
RWM
386
Ritholtz Wealth Management
New York
$210K 3,037 -2 -0.1%
OC
387
Oppenheimer & Co
New York
$207K 3,000 – –
SCM
388
Stellar Capital Management
Arizona
$206K 2,988 -25 -0.8%
PA
389
Profund Advisors
Maryland
$205K 2,961 -8,390 -74%
DT
390
Diversified Trust
Tennessee
$204K 2,954 +2,954 New
RIM
391
Redpoint Investment Management
Australia
$204K 2,956 +2,956 New
MRCM
392
M&R Capital Management
New Jersey
$197K 2,851 – –
CCA
393
Column Capital Advisors
Indiana
$182K 2,640 +2,640 New
OIA
394
Optimum Investment Advisors
Illinois
$181K 2,625 – –
AIP
395
Ameritas Investment Partners
Nebraska
$166K 2,400 -38,502 -94%
GWMIA
396
Global Wealth Management Investment Advisory
Florida
$162K 2,350 -50 -2%
VCM
397
Vigilant Capital Management
Maine
$155K 2,250 – –
MERSOM
398
Municipal Employees' Retirement System of Michigan
Michigan
$142K 2,060 -24,485 -92%
BCA
399
Berman Capital Advisors
Georgia
$128K 1,864 +19 +1%
Rockefeller Capital Management
400
Rockefeller Capital Management
New York
$123K 1,787 – –
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16
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