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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 %
WJWM
301
Williams Jones Wealth Management
New York
$527K – – –
MML Investors Services
302
MML Investors Services
Massachusetts
$525K +$39.4K +1,213 +8%
RMC
303
Resources Management Corp
Connecticut
$524K +$4.39K +135 +0.8%
AA
304
Ancora Advisors
Ohio
$523K +$5.79K +178 +1%
RJT
305
Raymond James Trust
Florida
$512K +$59K +1,813 +13%
RJFSA
306
Raymond James Financial Services Advisors
Florida
$494K -$108K -3,337 -18%
SEC
307
Seven Eight Capital
New York
$490K +$490K +15,075 New
Franklin Resources
308
Franklin Resources
California
$482K +$90.2K +2,772 +23%
Swedbank
309
Swedbank
Sweden
$480K – – –
CCA
310
Cadent Capital Advisors
Oklahoma
$473K – – –
TW
311
Transform Wealth
Colorado
$473K – – –
NMIMC
312
Northwestern Mutual Investment Management Company
Wisconsin
$466K +$455 +14 +0.1%
SS
313
Simplicity Solutions
Minnesota
$466K +$60.2K +1,851 +15%
NAM
314
NorthCoast Asset Management
Connecticut
$460K – – –
MC
315
Maverick Capital
Texas
$453K +$418K +12,836 +1,189%
FMT
316
First Mercantile Trust
Tennessee
$452K -$39.4K -1,213 -8%
MPPW
317
Mitchell & Pahl Private Wealth
Oklahoma
$450K +$12.5K +384 +3%
RCA
318
Resonant Capital Advisors
Wisconsin
$443K +$74.4K +2,289 +20%
Thrivent Financial for Lutherans
319
Thrivent Financial for Lutherans
Minnesota
$440K -$163 -5 -0%
EOJOAM
320
E. Ohman J:or Asset Management
Sweden
$432K – – –
MPAM
321
Murphy Pohlad Asset Management
Minnesota
$429K – – –
AWM
322
AE Wealth Management
Kansas
$426K +$9.08K +279 +2%
TSW
323
Thompson Siegel & Walmsley
Virginia
$400K – – –
Verition Fund Management
324
Verition Fund Management
Connecticut
$398K -$783K -24,061 -66%
DBRC
325
D.B. Root & Company
Pennsylvania
$393K -$78.4K -2,414 -17%
11 12
13
14 15