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W.R. Berkley
WRB

Overview Fund Activity

508 hedge funds and large institutions have $8.94B invested in W.R. Berkley in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 193 increasing their positions, 168 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
-12
Holders Change %
-2.31%
% of All Funds
8.92%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
36
Increased
193
Reduced
168
Closed
42
Calls
$3.08M
Puts
$5.38M
Net Calls
-$2.31M
Net Calls Change
-$3.3M

Top Buyers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$94.2M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$392M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$32M
4
NI
4
Nuance Investments
Missouri
$57.3M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$21.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$67.1M
2
Millennium Management
2
Millennium Management
New York
$20.5M
3
GC
3
Gillson Capital
Illinois
$0
4
SSA
4
Schonfeld Strategic Advisors
New York
$0
5
BlackRock
5
BlackRock
New York
$711M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCWM
226
Willow Creek Wealth Management
California
$1.2M – – –
PAG
227
Private Advisor Group
New Jersey
$1.18M +$623K +19,159 +112%
WG
228
Winton Group
United Kingdom
$1.17M +$239K +7,344 +26%
Schroder Investment Management Group
229
Schroder Investment Management Group
United Kingdom
$1.15M +$412K +12,672 +56%
CC
230
Centiva Capital
New York
$1.15M +$601K +18,484 +109%
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$1.14M +$314K +9,652 +38%
CIBC Private Wealth Group
232
CIBC Private Wealth Group
Georgia
$1.14M -$293K -9,000 -20%
AIM
233
Aigen Investment Management
New York
$1.13M +$781K +24,006 +223%
TC
234
TownSquare Capital
Utah
$1.13M +$513K +15,779 +83%
MAM
235
McLean Asset Management
Virginia
$1.13M +$96K +2,639 +9%
NAM
236
Nissay Asset Management
Japan
$1.09M +$41.1K +1,264 +4%
LIM
237
Leavell Investment Management
Alabama
$1.05M – – –
Commonwealth Equity Services
238
Commonwealth Equity Services
Massachusetts
$1.05M +$60.9K +1,874 +6%
CIBC Asset Management
239
CIBC Asset Management
Ontario, Canada
$1.01M +$25.4K +781 +3%
Mackenzie Financial
240
Mackenzie Financial
Ontario, Canada
$1M +$83.4K +2,565 +9%
QT
241
Quantbot Technologies
New York
$999K +$720K +22,151 +258%
American Century Companies
242
American Century Companies
Missouri
$994K +$471K +14,490 +90%
MF
243
Magnetar Financial
Illinois
$986K -$250K -7,697 -20%
Creative Planning
244
Creative Planning
Kansas
$968K -$50.3K -1,546 -5%
TCOV
245
Trust Company of Vermont
Vermont
$963K -$39.3K -1,210 -4%
Public Employees Retirement Association of Colorado
246
Public Employees Retirement Association of Colorado
Colorado
$932K – – –
DDC
247
DF Dent & Co
Maryland
$919K -$549K -16,875 -37%
SC
248
Shay Capital
New York
$915K -$183K -5,625 -17%
FBC
249
Fairfield, Bush & Co
Connecticut
$914K +$29.3K +900 +3%
IG
250
ING Group
Netherlands
$862K +$19.5K +599 +2%
8 9
10
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