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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 %
Eagle Capital Management (New York)
1
Eagle Capital Management (New York)
New York
$492M 11,328,803 +306,852 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$294M 6,783,156 +230,229 +4%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$285M 6,571,288 +35,700 +0.5%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$221M 5,088,195 -203,329 -4%
State Street
5
State Street
Massachusetts
$173M 3,998,113 -36,741 -0.9%
Jennison Associates
6
Jennison Associates
New York
$165M 3,802,979 -84,534 -2%
BFA
7
BlackRock Fund Advisors
California
$147M 3,390,831 +302,567 +10%
BIT
8
BlackRock Institutional Trust
California
$138M 3,179,676 +152,983 +5%
Capital World Investors
9
Capital World Investors
California
$105M 2,415,000 – –
FMI
10
Fiduciary Management Inc
Wisconsin
$89.1M 2,053,479 -23,425 -1%
GC
11
Guggenheim Capital
Illinois
$79.5M 1,832,222 +35,908 +2%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$70.2M 1,616,834 -75,084 -4%
FCM
13
Frontier Capital Management
Massachusetts
$58.8M 1,355,197 -70,451 -5%
Citadel Advisors
14
Citadel Advisors
Florida
$56.1M 1,292,689 -654,080 -34%
Goldman Sachs
15
Goldman Sachs
New York
$54.2M 1,248,429 -1,522,948 -55%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$52.9M 1,218,323 -123,618 -9%
SJIC
17
St. James Investment Company
Texas
$51.6M 1,189,982 +354 +0%
Boston Partners
18
Boston Partners
Massachusetts
$50.2M 1,157,832 +306,690 +36%
APG Asset Management
19
APG Asset Management
Netherlands
$49.6M 1,142,492 +272,477 +31%
Northern Trust
20
Northern Trust
Illinois
$49.2M 1,133,491 +28,445 +3%
MIH
21
Madison Investment Holdings
Wisconsin
$46.8M 1,078,407 -18,987 -2%
Victory Capital Management
22
Victory Capital Management
Texas
$42.8M 987,113 -53,625 -5%
GGHC
23
Gilder Gagnon Howe & Co
New York
$37.8M 870,268 -24,154 -3%
Citigroup
24
Citigroup
New York
$36.2M 834,607 +81,492 +11%
TAM
25
Timucuan Asset Management
Florida
$36.2M 833,965 -2,395 -0.3%
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