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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 %
EARNEST Partners
426
EARNEST Partners
Georgia
$4K – – –
VFA
427
Valeo Financial Advisors
Indiana
$3K – – –
PAI
428
Pittenger & Anderson Inc
Nebraska
$3K – – –
EW
429
Evoke Wealth
California
$2.41K +$2.41K +74 New
HR
430
Howe & Rusling
New York
$2K -$1.06K -38 -35%
CCM
431
Copeland Capital Management
Pennsylvania
$2K – – –
PFBT
432
Parkside Financial Bank & Trust
Missouri
$2K – – –
CMBA
433
C.M. Bidwell & Associates
Hawaii
$1K – – –
CIR
434
Clear Investment Research
Georgia
$1K – – –
PWP
435
Personal Wealth Partners
Minnesota
$1K +$1K +16 New
GT
436
Glenmede Trust
Pennsylvania
$323 -$74 -2,309 -19%
ED
437
Exane Derivatives
France
$217 – – –
SJIC
438
St. James Investment Company
Texas
– -$26.3M -896,794 Closed
WC
439
Whitney & Co
New York
– -$4.61M -157,460 Closed
USAA
440
United Services Automobile Association
Texas
– -$3.99M -136,114 Closed
DF
441
Donoghue Forlines
Massachusetts
– -$2.58M -88,148 Closed
RA
442
Royce & Associates
New York
– -$2.01M -68,546 Closed
LCM
443
Laurion Capital Management
New York
– -$1.97M -67,050 Closed
CBOA
444
Commonwealth Bank of Australia
Australia
– -$1.77M -60,584 Closed
BFG
445
Beacon Financial Group
Texas
– -$1.68M -57,384 Closed
MSV
446
MN Services Vermogensbeheer
Netherlands
– -$1.63M -55,703 Closed
IG
447
ING Group
Netherlands
– -$1.46M -49,892 Closed
MSL
448
Mackay Shields LLC
New York
– -$1.44M -49,163 Closed
Renaissance Technologies
449
Renaissance Technologies
New York
– -$1.28M -43,538 Closed
PWPCM
450
Perella Weinberg Partners Capital Management
New York
– -$1.26M -42,975 Closed
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