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W.R. Berkley
WRB

Overview Fund Activity

652 hedge funds and large institutions have $10.3B invested in W.R. Berkley in 2023 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 98 closing their positions.

Holders
652
Holders Change
-32
Holders Change %
-4.68%
% of All Funds
10.28%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
69
Increased
221
Reduced
263
Closed
98
Calls
$3.67M
Puts
$4.88M
Net Calls
-$1.21M
Net Calls Change
-$1.91M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$241M
2
Victory Capital Management
2
Victory Capital Management
Texas
$294M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$46.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$747M
5
ACA
5
Anchor Capital Advisors
Massachusetts
$52.8M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
Citigroup
2
Citigroup
New York
$21.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$33.8M
4
Invesco
4
Invesco
Georgia
$145M
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$19.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Balyasny Asset Management
226
Balyasny Asset Management
Illinois
$2.37M 39,830 +6,012 +18%
SC
227
Sepio Capital
Utah
$2.33M 39,157 -1,077 -3%
AIP
228
Ameritas Investment Partners
Nebraska
$2.32M 39,028 +36,406 +1,388%
MWM
229
Moran Wealth Management
Florida
$2.31M 38,746 -9,658 -20%
Mackenzie Financial
230
Mackenzie Financial
Ontario, Canada
$2.3M 38,479 +2,775 +8%
GWCM
231
Godshalk Welsh Capital Management
Pennsylvania
$2.29M 38,372 +150 +0.4%
TAF
232
Tredje AP-fonden
Sweden
$2.27M 38,041 -6,993 -16%
Creative Planning
233
Creative Planning
Kansas
$2.24M 37,599 +2,721 +8%
IP
234
Interval Partners
New York
$2.23M 37,500 +37,500 New
QC
235
Quadrature Capital
United Kingdom
$2.23M 37,415 +3,763 +11%
TPCW
236
TD Private Client Wealth
New York
$2.22M 37,302 -662 -2%
DnB Asset Management
237
DnB Asset Management
Norway
$2.18M 36,588 -948 -3%
URS
238
Utah Retirement Systems
Utah
$2.17M 36,501 -100 -0.3%
KA
239
KLCM Advisors
Wisconsin
$2.16M 36,349 – –
MF
240
Manchester Financial
California
$2.14M 35,969 -298 -0.8%
MF
241
Magnetar Financial
Illinois
$2.14M 35,847 -16,826 -32%
AI
242
Atria Investments
North Carolina
$2.12M 35,665 -2,529 -7%
UIM
243
USS Investment Management
United Kingdom
$2.12M 35,586 – –
GAM
244
Griffin Asset Management
New York
$2.11M 35,479 – –
MYAM
245
Meiji Yasuda Asset Management
Japan
$2.11M 35,473 -860 -2%
MIC
246
Means Investment Company
Maine
$2.09M 35,168 – –
COPPSERS
247
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.09M 35,020 +488 +1%
N
248
Natixis
France
$2.06M 34,654 +25,363 +273%
IAA
249
Independent Advisor Alliance
North Carolina
$2.05M 34,438 -832 -2%
Lido Advisors
250
Lido Advisors
California
$2.04M 34,266 -1,854 -5%
8 9
10
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