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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
FBC
201
Fairfield, Bush & Co
Connecticut
$994K -$3.92K -196 -0.4%
CGH
202
Crossmark Global Holdings
Texas
$960K +$972K +48,526 New
Brown Advisory
203
Brown Advisory
Maryland
$953K +$90.3K +4,509 +10%
MYAM
204
Meiji Yasuda Asset Management
Japan
$952K
JFGIW
205
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$945K -$58.1K -2,902 -6%
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$941K +$187K +9,349 +24%
WMSA
207
Weiss Multi-Strategy Advisers
New York
$939K +$951K +47,503 New
COPPSERS
208
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$933K -$12K -601 -1%
Nomura Asset Management
209
Nomura Asset Management
Japan
$866K
NMIMC
210
Northwestern Mutual Investment Management Company
Wisconsin
$836K -$281K -14,043 -25%
LIA
211
LS Investment Advisors
Michigan
$819K -$24.1K -1,205 -3%
SAM
212
Securian Asset Management
Minnesota
$808K -$8.71K -435 -1%
TP
213
Truvvo Partners
New York
$781K
CS
214
Candriam SCA
Luxembourg
$773K +$783K +39,113 New
CIBC Asset Management
215
CIBC Asset Management
Ontario, Canada
$766K +$20.9K +1,046 +3%
TCOV
216
Trust Company of Vermont
Vermont
$758K -$11.8K -591 -2%
ECM
217
Elgethun Capital Management
South Dakota
$753K
FCM
218
Flinton Capital Management
Pennsylvania
$751K +$59.7K +2,983 +9%
DCM
219
Dupont Capital Management
Delaware
$750K
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
$748K +$1.02K +51 +0.1%
LIM
221
Leavell Investment Management
Alabama
$737K
RCM
222
Riverhead Capital Management
Delaware
$734K +$50.2K +2,507 +7%
WCWM
223
Willow Creek Wealth Management
California
$731K
DIA
224
Dean Investment Associates
Ohio
$727K +$7.63K +381 +1%
PA
225
Profund Advisors
Maryland
$703K +$1.34K +67 +0.2%