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W.R. Berkley
WRB

Overview Fund Activity

340 hedge funds and large institutions have $4.75B invested in W.R. Berkley in 2015 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 88 increasing their positions, 141 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+8
Holders Change %
+2.41%
% of All Funds
9.5%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
38
Increased
88
Reduced
141
Closed
29
Calls
$8.26M
Puts
$1.43M
Net Calls
+$6.83M
Net Calls Change
+$6.81M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$166M
2
TCIM
TIAA CREF Investment Management
New York
$60.1M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
$43.2M
4
Marshall Wace
Marshall Wace
United Kingdom
$19.6M
5
PAM
Panagora Asset Management
Massachusetts
$20.8M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$41M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$433M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$158M
4
AllianceBernstein
AllianceBernstein
Tennessee
$4.86M
5
JHIU
Janus Henderson Investors US
Colorado
$9.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
201
KLCM Advisors
Wisconsin
$869K +$869K +53,946 New
Victory Capital Management
202
Victory Capital Management
Texas
$864K -$1.76M -109,353 -67%
SCA
203
Secor Capital Advisors
New York
$860K +$860K +53,362 New
MAM
204
Martingale Asset Management
Massachusetts
$850K -$696K -43,231 -45%
AIP
205
Ameritas Investment Partners
Nebraska
$814K – – –
AIM
206
Assured Investment Management
New York
$787K +$787K +48,850 New
WIS
207
Wright Investors Service
Connecticut
$768K +$211K +13,112 +38%
BFS
208
Bradley Foster & Sargent
Connecticut
$767K +$27.2K +1,688 +4%
SAM
209
Securian Asset Management
Minnesota
$747K -$20.1K -1,246 -3%
CS
210
Candriam SCA
Luxembourg
$745K -$56.2K -3,490 -7%
HK
211
Horizon Kinetics
New York
$709K -$248K -15,414 -26%
FBC
212
Fairfield, Bush & Co
Connecticut
$684K -$43.6K -2,703 -6%
CIBC Asset Management
213
CIBC Asset Management
Ontario, Canada
$677K -$38.8K -2,410 -5%
LS
214
Livforsakringsbolaget Skandia
Sweden
$630K – – –
Mitsubishi UFJ Asset Management
215
Mitsubishi UFJ Asset Management
Japan
$627K -$22.9K -1,421 -4%
LIA
216
LS Investment Advisors
Michigan
$625K +$435 +27 +0.1%
AB
217
Amalgamated Bank
New York
$623K +$5.49K +341 +0.9%
Nomura Asset Management
218
Nomura Asset Management
Japan
$622K +$17.1K +1,060 +3%
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$619K – – –
Nomura Holdings
220
Nomura Holdings
Japan
$616K -$2.3M -145,122 -79%
CAM
221
Capstone Asset Management
Texas
$614K +$21.2K +1,316 +4%
GL
222
GLG LLC
New York
$606K -$1.03K -64 -0.2%
SCM
223
Stevens Capital Management
Pennsylvania
$604K +$604K +37,517 New
WCWM
224
Willow Creek Wealth Management
California
$596K – – –
I2I
225
Insight 2811 Inc
Illinois
$584K -$1.03K -64 -0.2%
7 8
9
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