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W.R. Berkley

360 hedge funds and large institutions have $5.87B invested in W.R. Berkley in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 131 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

12% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 117

3% more funds holding

Funds holding: 351360 (+9)

0.62% more ownership

Funds ownership: 243.97%244.59% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $6.06B → $5.87B (-$196M)

52% less call options, than puts

Call options by funds: $567K | Put options by funds: $1.19M

Holders
360
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
8.98%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
41
Increased
131
Reduced
117
Closed
29
Calls
$567K
Puts
$1.19M
Net Calls
-$620K
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$43.6M +$27.9M +1,393,406 +171%
Legal & General Group
27
Legal & General Group
United Kingdom
$41.9M +$803K +40,129 +2%
SJIC
28
St. James Investment Company
Texas
$37.1M +$1.7M +84,790 +5%
MIH
29
Madison Investment Holdings
Wisconsin
$37.1M -$59K -2,949 -0.2%
TD Asset Management
30
TD Asset Management
Ontario, Canada
$36.3M -$63.3K -3,163 -0.2%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$33.4M +$946K +47,250 +3%
PI
32
PGGM Investments
Netherlands
$33.1M +$280K +13,976 +0.8%
CIM
33
Confluence Investment Management
Missouri
$31.5M +$83.4K +4,165 +0.3%
UBS AM
34
UBS AM
Illinois
$30.3M +$1.96M +97,750 +7%
CIC
35
Chilton Investment Company
Connecticut
$27.9M +$154K +7,682 +0.5%
Ameriprise
36
Ameriprise
Minnesota
$27.5M +$138K +6,909 +0.5%
Principal Financial Group
37
Principal Financial Group
Iowa
$27.3M -$148K -7,371 -0.5%
GI
38
GAMCO Investors
Connecticut
$26.6M -$1.66M -82,863 -6%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$26.2M +$4.53M +226,408 +21%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$24.4M +$24.8K +1,239 +0.1%
AQR Capital Management
41
AQR Capital Management
Connecticut
$24.2M -$214K -10,702 -0.9%
Swiss National Bank
42
Swiss National Bank
Switzerland
$23.8M +$196K +9,787 +0.8%
Charles Schwab
43
Charles Schwab
California
$23.3M +$907K +45,279 +4%
BCM
44
Bridgeway Capital Management
Texas
$23.2M -$912K -45,562 -4%
GH
45
GAM Holding
Switzerland
$22.5M -$2.36M -117,706 -9%
Wells Fargo
46
Wells Fargo
California
$22.5M -$4.19M -209,256 -16%
Renaissance Technologies
47
Renaissance Technologies
New York
$22.1M -$2.68M -133,650 -11%
Morgan Stanley
48
Morgan Stanley
New York
$19.8M +$3.72M +186,006 +23%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$19.7M +$1.04M +51,824 +5%
TA
50
Teachers Advisors
New York
$19.6M -$46.4K -2,318 -0.2%