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W.R. Berkley
WRB

Overview Fund Activity

317 hedge funds and large institutions have $4.33B invested in W.R. Berkley in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 98 increasing their positions, 126 reducing their positions, and 22 closing their positions.

Holders
317
Holders Change
-5
Holders Change %
-1.55%
% of All Funds
9.2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
20
Increased
98
Reduced
126
Closed
22
Calls
$29K
Puts
$211K
Net Calls
-$182K
Net Calls Change
+$430K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$192M
2
Citigroup
2
Citigroup
New York
$73.3M
3
Jennison Associates
3
Jennison Associates
New York
$196M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$48.9M
5
UBS AM
5
UBS AM
Illinois
$34.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$158K
2
GC
2
Guggenheim Capital
Illinois
$38M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
MIH
4
Madison Investment Holdings
Wisconsin
$32.2M
5
Norges Bank
5
Norges Bank
Norway
$53.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Eagle Capital Management (New York)
1
Eagle Capital Management (New York)
New York
$528M 11,039,162 -154,503 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$336M 7,031,871 +174,358 +3%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$325M 6,809,096 +142,356 +2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$269M 5,630,727 +144,791 +3%
Jennison Associates
5
Jennison Associates
New York
$196M 4,092,369 +321,209 +9%
Boston Partners
6
Boston Partners
Massachusetts
$192M 4,014,130 +1,406,229 +54%
State Street
7
State Street
Massachusetts
$182M 3,816,415 -10,393 -0.3%
BFA
8
BlackRock Fund Advisors
California
$159M 3,330,830 +81,426 +3%
BIT
9
BlackRock Institutional Trust
California
$146M 3,053,557 -34,400 -1%
Capital World Investors
10
Capital World Investors
California
$115M 2,415,000 – –
FMI
11
Fiduciary Management Inc
Wisconsin
$98.4M 2,058,876 -23,970 -1%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$76.8M 1,606,211 -16,023 -1%
Citigroup
13
Citigroup
New York
$73.3M 1,533,876 +736,216 +92%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$60.2M 1,259,680 +49,318 +4%
APG Asset Management
15
APG Asset Management
Netherlands
$59M 1,234,464 -4,491 -0.4%
Norges Bank
16
Norges Bank
Norway
$53.8M 1,124,936 -222,950 -17%
Northern Trust
17
Northern Trust
Illinois
$49.4M 1,033,327 +16,849 +2%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$48.9M 1,022,823 +258,398 +34%
TAM
19
Timucuan Asset Management
Florida
$47.6M 994,839 +6,275 +0.6%
GC
20
Guggenheim Capital
Illinois
$38M 794,623 -417,264 -34%
BG
21
BlackRock Group
United Kingdom
$37M 774,491 +7,321 +1%
UBS AM
22
UBS AM
Illinois
$34.5M 721,116 +195,088 +37%
MIH
23
Madison Investment Holdings
Wisconsin
$32.2M 673,718 -266,582 -28%
Ameriprise
24
Ameriprise
Minnesota
$31.5M 658,775 -45,235 -6%
AllianceBernstein
25
AllianceBernstein
Tennessee
$30.2M 632,184 +181,053 +40%
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