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W.R. Berkley
WRB

Overview Fund Activity

328 hedge funds and large institutions have $4.09B invested in W.R. Berkley in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 130 reducing their positions, and 17 closing their positions.

Holders
328
Holders Change
+23
Holders Change %
+7.54%
% of All Funds
9.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
44
Increased
99
Reduced
130
Closed
17
Calls
$910K
Puts
$611K
Net Calls
+$299K
Net Calls Change
+$1.2M

Top Buyers

1
CC
1
Carlson Capital
Texas
$31.9M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$33.5M
3
Eagle Capital Management (New York)
3
Eagle Capital Management (New York)
New York
$492M
4
Boston Partners
4
Boston Partners
Massachusetts
$50.2M
5
BFA
5
BlackRock Fund Advisors
California
$147M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$54.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$56.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$4.71M
4
FAM
4
Foundation Asset Management
New York
$0
5
HW
5
Hancock Whitney
Mississippi
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IRF
151
IBM Retirement Fund
New York
$1.92M 44,276 -799 -2%
Aviva
152
Aviva
United Kingdom
$1.91M 43,952 +690 +2%
OPERF
153
Oregon Public Employees Retirement Fund
Oregon
$1.91M 43,938 +12,700 +41%
FAF
154
Fjarde Ap-fonden
Sweden
$1.89M 43,558 – –
MSA
155
Mason Street Advisors
Wisconsin
$1.88M 43,327 -243 -0.6%
MAM
156
Martingale Asset Management
Massachusetts
$1.87M 43,019 +20,521 +91%
Nuveen Asset Management
157
Nuveen Asset Management
Illinois
$1.86M 42,795 -6,190 -13%
MIS
158
Morningstar Investment Services
Illinois
$1.85M 42,721 +21,655 +103%
Fidelity Investments
159
Fidelity Investments
Massachusetts
$1.77M 40,700 -96,200 -70%
T. Rowe Price Associates
160
T. Rowe Price Associates
Maryland
$1.77M 40,709 -41,300 -50%
MM
161
Midas Management
New York
$1.74M 40,000 +40,000 New
NBC
162
Neuberger Berman Canada
Ontario, Canada
$1.7M 39,200 +39,200 New
Ohio Public Employees Retirement System (OPERS)
163
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.7M 39,093 +5,051 +15%
YIA
164
YHB Investment Advisors
Connecticut
$1.61M 37,050 -6,200 -14%
AG
165
Aperio Group
California
– – -30,524 Closed
GIBU
166
Gulf International Bank (UK)
United Kingdom
$1.53M 35,278 +35,278 New
PI
167
Placemark Investments
Illinois
$1.51M 34,746 +611 +2%
Public Employees Retirement Association of Colorado
168
Public Employees Retirement Association of Colorado
Colorado
$1.44M 33,129 +62 +0.2%
BC
169
Burney Company
Virginia
$1.41M 32,533 -1,552 -5%
Los Angeles Capital Management
170
Los Angeles Capital Management
California
$1.41M 32,546 +650 +2%
KA
171
KLCM Advisors
Wisconsin
$1.39M 31,968 – –
CC
172
Curian Capital
Colorado
$1.38M 31,799 +19,586 +160%
MERSOM
173
Municipal Employees' Retirement System of Michigan
Michigan
$1.3M 30,000 +11,900 +66%
LSERS
174
Louisiana State Employees Retirement System
Louisiana
$1.3M 29,900 +29,900 New
CBOA
175
Commonwealth Bank of Australia
Australia
$1.3M 29,865 +3,970 +15%
5 6
7
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