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W.R. Berkley
WRB

Overview Fund Activity

332 hedge funds and large institutions have $4.59B invested in W.R. Berkley in 2015 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 91 increasing their positions, 144 reducing their positions, and 31 closing their positions.

Holders
332
Holders Change
-9
Holders Change %
-2.64%
% of All Funds
8.95%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
27
Increased
91
Reduced
144
Closed
31
Calls
$862K
Puts
$836K
Net Calls
+$26K
Net Calls Change
-$637K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$110M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$97.7M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$12.2M
4
Millennium Management
4
Millennium Management
New York
$15.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$205M

Top Sellers

1
Eagle Capital Management (New York)
1
Eagle Capital Management (New York)
New York
$485M
2
Jennison Associates
2
Jennison Associates
New York
$120M
3
Charles Schwab
3
Charles Schwab
California
$12.6M
4
BA
4
BlackRock Advisors
Delaware
$6.57M
5
UBS AM
5
UBS AM
Illinois
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
26
TD Asset Management
Ontario, Canada
$31.2M +$192K +12,488 +0.6%
MIH
27
Madison Investment Holdings
Wisconsin
$30.4M -$804K -52,282 -3%
Legal & General Group
28
Legal & General Group
United Kingdom
$26.7M -$1.36M -88,324 -5%
GI
29
GAMCO Investors
Connecticut
$23.9M -$1.6M -103,717 -6%
UBS AM
30
UBS AM
Illinois
$23.1M -$16.1M -1,048,056 -41%
CIM
31
Confluence Investment Management
Missouri
$21.5M +$1.12M +72,637 +5%
GH
32
GAM Holding
Switzerland
$21M +$138K +8,984 +0.7%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$21M +$472K +30,672 +2%
FCM
34
Frontier Capital Management
Massachusetts
$20.8M +$58.8K +3,824 +0.3%
JHIU
35
Janus Henderson Investors US
Colorado
$19.5M -$8.36M -543,038 -30%
VAM
36
Visium Asset Management
New York
$19.4M +$7.67M +498,592 +65%
BIM
37
BlackRock Investment Management
Delaware
$18.2M -$99.9K -6,490 -0.5%
MAA
38
Managed Account Advisors
New Jersey
$18M -$383K -24,921 -2%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$17.9M +$6.71M +436,040 +60%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$17.4M -$7.45M -484,364 -30%
Ameriprise
41
Ameriprise
Minnesota
$16.2M -$5.63M -366,120 -26%
Invesco
42
Invesco
Georgia
$16M -$181K -11,779 -1%
Principal Financial Group
43
Principal Financial Group
Iowa
$15.4M +$65.7K +4,269 +0.4%
Millennium Management
44
Millennium Management
New York
$15.4M +$11.2M +725,672 +267%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$15.2M -$1.93M -125,513 -11%
Wells Fargo
46
Wells Fargo
California
$14.9M +$6.64M +431,453 +80%
First Trust Advisors
47
First Trust Advisors
Illinois
$14.7M +$2.64M +171,514 +22%
CIC
48
Chilton Investment Company
Connecticut
$14.3M +$409K +26,578 +3%
PC
49
Polar Capital
United Kingdom
$14.1M -$327K -21,263 -2%
Mitsubishi UFJ Trust & Banking
50
Mitsubishi UFJ Trust & Banking
Japan
$13M +$1.22M +79,387 +10%
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