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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 %
GAM
401
Gemmer Asset Management
California
$26K – – –
CIA
402
CSat Investment Advisory
Michigan
$26K +$4.65K +144 +22%
CIAS
403
Capital Investment Advisory Services
North Carolina
$24K – – –
SPIA
404
Steward Partners Investment Advisory
New York
$23K -$6.53K -210 -22%
ST
405
Sageworth Trust
Pennsylvania
$22K – – –
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$22K – – –
TC
407
Trust Company
Kansas
$21K – – –
MWNA
408
Marshall Wace North America
New York
$20K +$20K +626 New
PA
409
Parallel Advisors
California
$18K +$2.8K +88 +18%
MAM
410
Meeder Asset Management
Ohio
$17K +$16.1K +500 +1,724%
FDCDDQ
411
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.3K – – –
CAGAS
412
Capital Advisory Group Advisory Services
Minnesota
$15K – – –
JFGIW
413
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K -$27K -819 -66%
VRM
414
Vectors Research Management
New York
$11K – – –
LC
415
Lindbrook Capital
California
$11K – – –
FIB
416
First Interstate Bank
Montana
$11K – – –
LWM
417
Lenox Wealth Management
Ohio
$10K -$4.97K -168 -33%
WAP
418
Wealthcare Advisory Partners
Pennsylvania
$8K – – –
VCM
419
Versant Capital Management
Arizona
$8K – – –
First Manhattan
420
First Manhattan
New York
$7K – – –
QCG
421
Quadrant Capital Group
Ohio
$6K – – –
ZB
422
Zions Bancorporation
Utah
$6K +$6K +176 New
SA
423
SRH Advisors
Kansas
$5K – – –
CFN
424
Cordasco Financial Network
Florida
$5K – – –
TCM
425
Tradewinds Capital Management
Washington
$5K – – –
15 16
17
18 19