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W.R. Berkley
WRB

Overview Fund Activity

310 hedge funds and large institutions have $3.73B invested in W.R. Berkley in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 91 increasing their positions, 131 reducing their positions, and 39 closing their positions.

Holders
310
Holders Change
-18
Holders Change %
-5.49%
% of All Funds
8.96%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
24
Increased
91
Reduced
131
Closed
39
Calls
$20K
Puts
$628K
Net Calls
-$608K
Net Calls Change
-$907K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$81.9M
2
Eagle Capital Management (New York)
2
Eagle Capital Management (New York)
New York
$496M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$65.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$226M
5
ESCM
5
Echo Street Capital Management
New York
$13.6M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$9.54M
2
FCM
2
Frontier Capital Management
Massachusetts
$19.4M
3
GGHC
3
Gilder Gagnon Howe & Co
New York
$4.84M
4
KAM
4
Keeley Asset Management
Illinois
$2.12M
5
GC
5
Guggenheim Capital
Illinois
$50.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Eagle Capital Management (New York)
1
Eagle Capital Management (New York)
New York
$496M 11,928,918 +600,115 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$278M 6,684,018 -99,138 -1%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$276M 6,632,335 +61,047 +0.9%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$226M 5,441,488 +353,293 +7%
State Street
5
State Street
Massachusetts
$160M 3,835,906 -162,207 -4%
Jennison Associates
6
Jennison Associates
New York
$158M 3,795,516 -7,463 -0.2%
BIT
7
BlackRock Institutional Trust
California
$132M 3,179,362 -314 -0%
BFA
8
BlackRock Fund Advisors
California
$128M 3,081,161 -309,670 -9%
Capital World Investors
9
Capital World Investors
California
$101M 2,415,000 – –
FMI
10
Fiduciary Management Inc
Wisconsin
$85.2M 2,047,386 -6,093 -0.3%
Boston Partners
11
Boston Partners
Massachusetts
$81.9M 1,966,650 +808,818 +70%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$67.1M 1,613,299 -3,535 -0.2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$65.7M 1,577,528 +359,205 +29%
Citadel Advisors
14
Citadel Advisors
Florida
$64.9M 1,559,366 +266,677 +21%
SJIC
15
St. James Investment Company
Texas
$55.9M 1,342,281 +152,299 +13%
APG Asset Management
16
APG Asset Management
Netherlands
$51.4M 1,235,137 +92,645 +8%
GC
17
Guggenheim Capital
Illinois
$50.8M 1,220,175 -612,047 -33%
MIH
18
Madison Investment Holdings
Wisconsin
$47.1M 1,131,312 +52,905 +5%
Northern Trust
19
Northern Trust
Illinois
$42.5M 1,020,913 -112,578 -10%
TAM
20
Timucuan Asset Management
Florida
$41M 985,064 +151,099 +18%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$37.9M 910,310 +137,611 +18%
Citigroup
22
Citigroup
New York
$31.9M 766,433 -68,174 -8%
BG
23
BlackRock Group
United Kingdom
$31.9M 765,871 -17,814 -2%
Ameriprise
24
Ameriprise
Minnesota
$29.5M 709,290 -105,916 -13%
Credit Agricole
25
Credit Agricole
France
$27.4M 658,894 +20,818 +3%
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