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W.R. Berkley

351 hedge funds and large institutions have $6.06B invested in W.R. Berkley in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 126 increasing their positions, 131 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $422K

3% less capital invested

Capital invested by funds: $6.25B → $6.06B (-$193M)

4% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 131

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

1% less funds holding

Funds holding: 355351 (-4)

3.1% less ownership

Funds ownership: 247.07%243.97% (-3.1%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
351
Holders Change
-4
Holders Change %
-1.13%
% of All Funds
8.75%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
29
Increased
126
Reduced
131
Closed
32
Calls
$1.01M
Puts
$422K
Net Calls
+$593K
Net Calls Change
+$389K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$714M -$14.8M -730,944 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$616M +$12.6M +623,717 +2%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$468M +$3.04M +150,228 +0.7%
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$422M -$17.1M -843,449 -4%
Boston Partners
5
Boston Partners
Massachusetts
$277M -$76.2M -3,766,662 -22%
State Street
6
State Street
Massachusetts
$267M -$2.67M -131,946 -1%
ACM
7
Atlanta Capital Management
Georgia
$247M +$60.7M +2,997,054 +33%
Victory Capital Management
8
Victory Capital Management
Texas
$167M +$5.94M +293,301 +4%
JP Morgan Chase
9
JP Morgan Chase
New York
$132M +$3.84M +189,578 +3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$112M -$3.23M -159,695 -3%
Citigroup
11
Citigroup
New York
$106M +$354K +17,507 +0.3%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$106M +$5.45M +269,474 +5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$101M -$5.18M -255,923 -5%
Norges Bank
14
Norges Bank
Norway
$88M
Northern Trust
15
Northern Trust
Illinois
$85.2M -$535K -26,409 -0.6%
FMI
16
Fiduciary Management Inc
Wisconsin
$73.4M -$58.2K -2,875 -0.1%
APG Asset Management
17
APG Asset Management
Netherlands
$69.3M -$4.32M -213,638 -6%
Goldman Sachs
18
Goldman Sachs
New York
$64.4M -$18.3M -902,110 -22%
TCIM
19
TIAA CREF Investment Management
New York
$63.9M -$1.34M -66,160 -2%
EVM
20
Eaton Vance Management
Massachusetts
$60.3M -$3.57M -176,597 -6%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$57.6M +$4.33M +213,958 +8%
Invesco
22
Invesco
Georgia
$51.8M -$753K -37,176 -1%
Kayne Anderson Rudnick Investment Management
23
Kayne Anderson Rudnick Investment Management
California
$47.9M +$1.41M +69,697 +3%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$47.3M +$45.9M +2,268,186 +5,692%
Bank of America
25
Bank of America
North Carolina
$43.7M -$6.42M -316,983 -13%