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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 %
QI
401
QS Investors
New York
$120K 1,740 +1,740 New
AIM
402
AIA Investment Management
Singapore
$119K 1,719 +149 +9%
NFG
403
Next Financial Group
Texas
$104K 1,504 -7 -0.5%
SBSB
404
Sullivan, Bruyette, Speros & Blaney
Virginia
$104K 1,506 – –
OSAM
405
O'Shaughnessy Asset Management
Connecticut
$103K 1,494 -392 -21%
AIM
406
Aigen Investment Management
New York
$95K 1,375 +1,375 New
PAM
407
Paradigm Asset Management
New York
$93.3K 1,350 +1,350 New
LS
408
Livforsakringsbolaget Skandia
Sweden
$91K 1,321 – –
CFG
409
Citizens Financial Group
Rhode Island
$90K 1,305 – –
Federated Hermes
410
Federated Hermes
Pennsylvania
$88K 1,277 -42,737 -97%
HWA
411
Heritage Wealth Advisors
Virginia
$88K 1,273 – –
US Bancorp
412
US Bancorp
Minnesota
$83K 1,200 +280 +30%
IUHSA
413
Itau Unibanco Holding S.A.
Brazil
$79K 1,144 +1,144 New
Twin Tree Management
414
Twin Tree Management
Texas
$70K 1,015 +1,015 New
APA
415
American Portfolios Advisors
New York
$65.6K 950 +69 +8%
EP
416
Eudaimonia Partners
Tennessee
$65K 946 +946 New
CIA
417
CSat Investment Advisory
Michigan
$62K 893 +535 +149%
S
418
SignatureFD
Georgia
$58K 834 +89 +12%
Carson Wealth (CWM LLC)
419
Carson Wealth (CWM LLC)
Nebraska
$55K 741 – –
GWM
420
Geneos Wealth Management
Colorado
$53K 780 +10 +1%
WTC
421
WhitTier Trust Company
Nevada
$52K 750 – –
SJIM
422
St. Johns Investment Management
Florida
$52K 750 – –
RCA
423
Ranch Capital Advisors
Florida
$45K 650 -1,000 -61%
FL
424
Fort LP
Maryland
$44K 633 +237 +60%
CFB
425
Cullen/Frost Bankers
Texas
$43K 625 – –
15 16
17
18 19