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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 %
Thrivent Financial for Lutherans
301
Thrivent Financial for Lutherans
Minnesota
$453K -$1.45M -43,132 -76%
MPCG
302
Matrix Private Capital Group
New York
$448K +$7.24K +216 +2%
X
303
Xponance
Pennsylvania
$447K -$15.2K -454 -3%
WI
304
WBI Investments
New Jersey
$447K +$447K +13,340 New
CFGS
305
Concourse Financial Group Securities
Alabama
$446K +$103K +3,075 +30%
RJFSA
306
Raymond James Financial Services Advisors
Florida
$443K +$102K +3,035 +30%
MPAM
307
Murphy Pohlad Asset Management
Minnesota
$442K +$442K +13,219 New
AWM
308
AE Wealth Management
Kansas
$426K -$33.9K -1,013 -7%
KAS
309
Kestra Advisory Services
Texas
$425K +$191K +5,695 +81%
Macquarie Group
310
Macquarie Group
Australia
$414K – – –
TSW
311
Thompson Siegel & Walmsley
Virginia
$412K – – –
Franklin Resources
312
Franklin Resources
California
$411K -$832K -24,844 -67%
MPPW
313
Mitchell & Pahl Private Wealth
Oklahoma
$410K +$10.2K +303 +3%
American Century Companies
314
American Century Companies
Missouri
$403K +$122K +3,638 +43%
FWIA
315
Fort Washington Investment Advisors
Ohio
$396K -$27.8K -830 -7%
KPW
316
Kore Private Wealth
New York
$382K – – –
RCA
317
Resonant Capital Advisors
Wisconsin
$378K +$6.8K +203 +2%
VPI
318
Value Partners Investments
Manitoba, Canada
$377K +$377K +11,250 New
CT
319
Coastline Trust
Rhode Island
$374K +$1.14K +34 +0.3%
GC
320
Gratus Capital
Georgia
$373K – – –
CI
321
Cigna Investments
Connecticut
$373K +$7.54K +225 +2%
MML Investors Services
322
MML Investors Services
Massachusetts
$373K +$110K +3,285 +42%
PHK
323
Point72 Hong Kong
Hong Kong
$371K -$68.6K -2,047 -16%
Mirae Asset Global Investments
324
Mirae Asset Global Investments
South Korea
$369K -$97.7K -2,923 -21%
CWM
325
Chesapeake Wealth Management
Virginia
$366K -$1.04M -31,176 -74%
11 12
13
14 15