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W.R. Berkley
WRB

Overview Fund Activity

399 hedge funds and large institutions have $7.39B invested in W.R. Berkley in 2019 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 34 closing their positions.

Holders
399
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
8.65%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
39
Increased
124
Reduced
141
Closed
34
Calls
$5.97M
Puts
$3.2M
Net Calls
+$2.77M
Net Calls Change
+$3.77M

Top Buyers

1
APG Asset Management
1
APG Asset Management
Netherlands
$62.4M
2
State Street
2
State Street
Massachusetts
$363M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$398M
4
Swiss National Bank
4
Swiss National Bank
Switzerland
$60.3M
5
Northern Trust
5
Northern Trust
Illinois
$105M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$233M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$34.7M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$25.6M
4
ACM
4
Atlanta Capital Management
Georgia
$678M
5
Boston Partners
5
Boston Partners
Massachusetts
$211M
Name Market Value Shares Shares
Change 		Shares
Change %
PAM
201
Panagora Asset Management
Massachusetts
$1.2M 14,198 -414 -3%
SVWA
202
Sound View Wealth Advisors
Georgia
$1.16M 13,649 – –
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$1.15M 13,611 -3,467 -20%
CA
204
Commerzbank Aktiengesellschaft
Germany
$1.14M 13,493 +7,835 +138%
B
205
BP
United Kingdom
$1.1M 13,000 – –
Schroder Investment Management Group
206
Schroder Investment Management Group
United Kingdom
$1.08M 12,724 -88 -0.7%
NA
207
Neuburgh Advisers
California
$1.08M 12,694 – –
AIM
208
Assured Investment Management
New York
$1.05M 12,339 -20,473 -62%
FBC
209
Fairfield, Bush & Co
Connecticut
$1.04M 12,263 -1,440 -11%
Mackenzie Financial
210
Mackenzie Financial
Ontario, Canada
$999K 17,680 -16,347 -48%
SAM
211
Securian Asset Management
Minnesota
$990K 11,683 -100 -0.8%
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$980K 11,567 -1,025 -8%
DnB Asset Management
213
DnB Asset Management
Norway
$970K 11,455 -50,432 -81%
FAM
214
Formidable Asset Management
Ohio
$955K 5,515 +5,515 New
LIM
215
Leavell Investment Management
Alabama
$950K 11,198 – –
WCWM
216
Willow Creek Wealth Management
California
$928K 10,959 – –
LTFS
217
Ladenburg Thalmann Financial Services
Florida
$926K 10,936 +522 +5%
Natixis Advisors
218
Natixis Advisors
Massachusetts
$908K 16,069 +488 +3%
M&T Bank
219
M&T Bank
New York
$902K 10,659 +51 +0.5%
DIA
220
Dean Investment Associates
Ohio
$894K 10,558 -1,605 -13%
TCOV
221
Trust Company of Vermont
Vermont
$887K 10,465 – –
BTS
222
BB&T Securities
Virginia
$881K 10,403 -97 -0.9%
Franklin Resources
223
Franklin Resources
California
$865K 10,215 +742 +8%
OAM
224
Oppenheimer Asset Management
New York
$854K 10,079 -571 -5%
CGH
225
Crossmark Global Holdings
Texas
$829K 14,682 +4,524 +45%
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