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W.R. Berkley
WRB

Overview Fund Activity

503 hedge funds and large institutions have $9.35B invested in W.R. Berkley in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 165 increasing their positions, 181 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+2
Holders Change %
+0.4%
% of All Funds
8.86%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
65
Increased
165
Reduced
181
Closed
58
Calls
$4.77M
Puts
$3.1M
Net Calls
+$1.67M
Net Calls Change
+$3M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$129M
2
Capital World Investors
Capital World Investors
California
+$90.7M
3
CVA
Ceredex Value Advisors
Florida
+$52.7M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$43.8M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$41M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
-$52.5M
2
Millennium Management
Millennium Management
New York
-$43.8M
3
ACM
Atlanta Capital Management
Georgia
-$41M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$40.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
251
Everence Capital Management
Indiana
$842K – – –
LA
252
LVW Advisors
New York
$834K +$267K +7,981 +47%
MSRPS
253
Maryland State Retirement & Pension System
Maryland
$802K +$802K +23,940 New
S
254
Seeyond
France
$792K +$414K +12,350 +109%
WIM
255
Waverton Investment Management
United Kingdom
$790K -$19.2K -574 -2%
EMPI
256
Elo Mutual Pension Insurance
Finland
$775K +$12.2K +365 +2%
Mariner
257
Mariner
Kansas
$770K +$770K +22,982 New
ECM
258
Elgethun Capital Management
South Dakota
$769K +$1.27K +38 +0.2%
BS
259
Banco Santander
Spain
$767K +$767K +22,914 New
PA
260
Procyon Advisors
Connecticut
$765K – – –
Schroder Investment Management Group
261
Schroder Investment Management Group
United Kingdom
$764K +$596K +17,795 +354%
OAM
262
Optimal Asset Management
California
$743K +$460K +13,725 +162%
AC
263
Annandale Capital
Texas
$739K +$739K +22,082 New
Squarepoint
264
Squarepoint
New York
$725K -$9.61M -287,190 -93%
SMDAM
265
Sumitomo Mitsui DS Asset Management
Japan
$725K +$11K +328 +2%
WBC
266
Westpac Banking Corp
Australia
$709K – – –
IG
267
ING Group
Netherlands
$699K -$4.69K -140 -0.7%
CAAS
268
Capital Asset Advisory Services
Michigan
$690K +$690K +20,610 New
NMERB
269
New Mexico Educational Retirement Board
New Mexico
$686K – – –
LSERS
270
Louisiana State Employees Retirement System
Louisiana
$656K – – –
KRS
271
Kentucky Retirement Systems
Kentucky
$656K +$14.4K +430 +2%
TC
272
TownSquare Capital
Utah
$647K -$124K -3,704 -16%
DADC
273
D.A. Davidson & Co
Montana
$645K +$42K +1,253 +7%
Pacer Advisors
274
Pacer Advisors
Pennsylvania
$618K -$77.5K -2,315 -11%
SI
275
Stephens Inc
Arkansas
$616K +$42.7K +1,274 +7%
9 10
11
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