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W.R. Berkley
WRB

Overview Fund Activity

718 hedge funds and large institutions have $13.4B invested in W.R. Berkley in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 248 increasing their positions, 234 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+59
Holders Change %
+8.95%
% of All Funds
10.53%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
120
Increased
248
Reduced
234
Closed
54
Calls
$14.7M
Puts
$14.6M
Net Calls
+$78K
Net Calls Change
+$453K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.78B
2
BlackRock
2
BlackRock
New York
$1.16B
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$69.1M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$135M
5
UBS Group
5
UBS Group
Switzerland
$89.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.91M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.58M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$4.7M
4
CS
4
Credit Suisse
Switzerland
$31.4M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$8.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
251
Mirae Asset Global Investments
South Korea
$2.08M -$368K -7,796 -15%
RJT
252
Raymond James Trust
Florida
$2.08M +$233K +4,942 +13%
NYLIM
253
New York Life Investment Management
New York
$2.05M -$12.8K -272 -0.6%
Cambridge Investment Research Advisors
254
Cambridge Investment Research Advisors
Iowa
$2.03M +$1.06M +22,400 +108%
O
255
Ossiam
France
$2.02M +$4.48K +95 +0.2%
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$2.01M -$144K -3,059 -7%
CIBC Asset Management
257
CIBC Asset Management
Ontario, Canada
$1.99M -$71.9K -1,524 -3%
YCM
258
Yousif Capital Management
Michigan
$1.98M -$955K -20,259 -33%
SO
259
STRS Ohio
Ohio
$1.97M +$84K +1,782 +4%
OSAM
260
O'Shaughnessy Asset Management
Connecticut
$1.94M -$750K -15,914 -28%
MOACM
261
Mutual of America Capital Management
New York
$1.93M -$85.5K -1,814 -4%
EF
262
Empowered Funds
Pennsylvania
$1.91M +$748K +15,865 +64%
Squarepoint
263
Squarepoint
New York
$1.89M -$4.07M -86,256 -68%
CIBC Private Wealth Group
264
CIBC Private Wealth Group
Georgia
$1.88M – – –
APIM
265
Agate Pass Investment Management
Washington
$1.85M -$56.6K -1,200 -3%
X
266
Xponance
Pennsylvania
$1.84M -$106K -2,258 -5%
Pathstone Holdings
267
Pathstone Holdings
New Jersey
$1.8M +$1.8M +38,223 New
AIC
268
Aurora Investment Counsel
Georgia
$1.79M +$43.8K +968 +3%
Neuberger Berman Group
269
Neuberger Berman Group
New York
$1.75M -$464K -9,847 -21%
ICM
270
Intrepid Capital Management
Florida
$1.74M – – –
MML Investors Services
271
MML Investors Services
Massachusetts
$1.68M +$292K +6,183 +21%
BCIM
272
British Columbia Investment Management
British Columbia, Canada
$1.68M +$340K +7,209 +25%
NAM
273
Nissay Asset Management
Japan
$1.64M +$38.6K +818 +2%
CNBTD
274
Citizens National Bank Trust Department
Mississippi
$1.63M +$77.8K +1,650 +5%
IMRF
275
Illinois Municipal Retirement Fund
Illinois
$1.61M – – –
9 10
11
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