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W.R. Berkley
WRB

Overview Fund Activity

341 hedge funds and large institutions have $4.57B invested in W.R. Berkley in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 120 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
-14
Holders Change %
-3.94%
% of All Funds
9.1%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
28
Increased
120
Reduced
130
Closed
38
Calls
$1.36M
Puts
$694K
Net Calls
+$663K
Net Calls Change
-$38K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$37.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$83.4M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$79.2M
4
BFA
BlackRock Fund Advisors
California
$187M
5
JHIU
Janus Henderson Investors US
Colorado
$27.1M

Top Sellers

1
AL
AJO LP
Pennsylvania
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$192M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$883K
4
Deutsche Bank
Deutsche Bank
Germany
$10.1M
5
Morgan Stanley
Morgan Stanley
New York
$4.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
126
Federated Hermes
Pennsylvania
$3.09M +$49.5K +3,308 +2%
PI
127
Putnam Investments
Massachusetts
$3.06M -$19.7K -1,316 -0.6%
AMG
128
Asset Management Group
Connecticut
$2.87M +$435K +29,048 +18%
BACM
129
Blue Arrow Capital Management
New York
$2.86M +$2.86M +190,954 New
ARC
130
Absolute Return Capital
Massachusetts
$2.83M +$817K +54,577 +41%
Aviva
131
Aviva
United Kingdom
$2.82M +$560K +37,442 +25%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$2.81M +$1.14M +76,038 +68%
MA
133
Montag & Associates
Georgia
$2.76M – – –
Robeco Institutional Asset Management
134
Robeco Institutional Asset Management
Netherlands
$2.73M -$209K -13,939 -7%
DDC
135
DF Dent & Co
Maryland
$2.67M -$113K -7,567 -4%
Franklin Resources
136
Franklin Resources
California
$2.62M – – –
OPERF
137
Oregon Public Employees Retirement Fund
Oregon
$2.48M +$50.5K +3,375 +2%
AG
138
Aperio Group
California
$2.39M +$213K +14,219 +10%
Stifel Financial
139
Stifel Financial
Missouri
$2.38M -$196K -13,102 -8%
MAM
140
Martingale Asset Management
Massachusetts
$2.33M -$1.88M -125,550 -45%
UBS Group
141
UBS Group
Switzerland
$2.31M -$20.7K -1,380 -0.9%
KAM
142
Keeley Asset Management
Illinois
$2.31M -$270K -18,023 -10%
SOMRS
143
State of Michigan Retirement System
Michigan
$2.31M -$136K -9,112 -6%
BC
144
Burney Company
Virginia
$2.29M +$88K +5,879 +4%
QI
145
Qualcomm Inc
California
$2.25M -$2.24M -149,850 -50%
PAMU
146
Pictet Asset Management (UK)
United Kingdom
$2.22M +$49K +3,375 +2%
Nuveen Asset Management
147
Nuveen Asset Management
Illinois
$2.16M – – –
PRCM
148
Pine River Capital Management
Minnesota
$2.16M +$5.41K +361 +0.3%
BNP Paribas Asset Management
149
BNP Paribas Asset Management
France
$2.07M +$1.18M +78,935 +133%
BPM
150
Bowling Portfolio Management
Ohio
$2.07M -$748 -50 -0%
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