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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 %
CIBC Asset Management
201
CIBC Asset Management
Ontario, Canada
$805K -$7.38K -493 -0.9%
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$805K +$443K +29,619 +122%
M&T Bank
203
M&T Bank
New York
$801K +$4.35K +290 +0.5%
AIP
204
Ameritas Investment Partners
Nebraska
$764K +$10.3K +689 +1%
PA
205
Profund Advisors
Maryland
$742K +$77.7K +5,194 +12%
CS
206
Candriam SCA
Luxembourg
$740K +$740K +49,420 New
BFS
207
Bradley Foster & Sargent
Connecticut
$736K – – –
SAM
208
Securian Asset Management
Minnesota
$725K +$7.62K +509 +1%
GWCM
209
Godshalk Welsh Capital Management
Pennsylvania
$712K +$338K +22,613 +91%
FBC
210
Fairfield, Bush & Co
Connecticut
$708K -$12.1K -810 -2%
Mitsubishi UFJ Asset Management
211
Mitsubishi UFJ Asset Management
Japan
$686K -$49.7K -3,321 -7%
Wealth Enhancement Advisory Services
212
Wealth Enhancement Advisory Services
Minnesota
$653K +$99.5K +6,648 +18%
Asset Management One
213
Asset Management One
Japan
$648K – – –
FT
214
Fiduciary Trust
Massachusetts
$636K +$42K +2,801 +7%
Acadian Asset Management
215
Acadian Asset Management
Massachusetts
$622K -$12.3M -819,710 -95%
Nomura Asset Management
216
Nomura Asset Management
Japan
$612K -$22.2K -1,485 -4%
BGDI
217
BW Gestao de Investimentos
Brazil
$586K – – –
LS
218
Livforsakringsbolaget Skandia
Sweden
$585K -$258K -17,212 -31%
FM
219
Foster & Motley
Ohio
$584K -$2.02K -135 -0.3%
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
$584K +$17.8K +1,188 +3%
GL
221
GLG LLC
New York
$566K -$5.7K -381 -1%
JG
222
Jefferies Group
New York
$564K -$499K -33,369 -47%
GCP
223
GSA Capital Partners
United Kingdom
$564K -$329K -21,982 -37%
CAM
224
Capstone Asset Management
Texas
$555K +$30.8K +2,059 +6%
WCWM
225
Willow Creek Wealth Management
California
$554K – – –
7 8
9
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