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W.R. Berkley

666 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 260 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $1.22M

19% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 70

16% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 224

5.75% more ownership

Funds ownership: 104.06%109.81% (+5.8%)

1% more funds holding

Funds holding: 662666 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0% less capital invested

Capital invested by funds: $12.4B → $12.4B (-$11.4M)

Holders
666
Holders Change
+4
Holders Change %
+0.6%
% of All Funds
11.47%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
83
Increased
260
Reduced
224
Closed
70
Calls
$3.18M
Puts
$1.22M
Net Calls
+$1.96M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Change in
Stake
HIMCH
301
Hartford Investment Management Co (HIMCO)
Connecticut
$1.28M -$767K -17,663 -37%
O
302
Ossiam
France
$1.26M +$421K +9,694 +49%
Mackenzie Financial
303
Mackenzie Financial
Ontario, Canada
$1.25M -$820K -18,898 -39%
TCM
304
Twin Capital Management
Pennsylvania
$1.25M +$253K +5,837 +25%
MYLI
305
Meiji Yasuda Life Insurance
Japan
$1.25M +$580K +13,350 +86%
BA
306
Bellwether Advisors
Nebraska
$1.24M -$139K -3,202 -10%
HLOC
307
H.L. Ormond & Company
North Carolina
$1.24M +$22K +507 +2%
PG
308
Pendal Group
Australia
$1.24M +$1.25M +28,791 New
AIMCA
309
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.23M +$1.23M +28,445 New
FHB
310
First Hawaiian Bank
Hawaii
$1.21M +$44.7K +1,030 +4%
ASN
311
Advisory Services Network
Georgia
$1.2M +$27.2K +626 +2%
NIP
312
Nicholas Investment Partners
California
$1.19M +$106K +2,435 +10%
Lazard Asset Management
313
Lazard Asset Management
New York
$1.19M -$522K -12,015 -30%
LWAC
314
Laurel Wealth Advisors (California)
California
$1.18M +$494K +11,381 +71%
AO
315
Advisor OS
Illinois
$1.16M +$37.3K +859 +3%
IIL
316
Insight Inv LLC
California
$1.15M +$24.4K +563 +2%
TC
317
Toews Corporation
New Jersey
$1.14M -$58.6K -1,350 -5%
BTWM
318
Baker Tilly Wealth Management
Wisconsin
$1.13M +$28.9K +666 +3%
M&T Bank
319
M&T Bank
New York
$1.1M -$6.34K -146 -0.6%
MAM
320
Meeder Asset Management
Ohio
$1.1M -$492K -11,342 -31%
DDC
321
DF Dent & Co
Maryland
$1.1M -$174 -4 -0%
AI
322
Atom Investors
Texas
$1.09M +$1.1M +25,292 New
SMDAM
323
Sumitomo Mitsui DS Asset Management
Japan
$1.08M +$226K +5,215 +26%
SAM
324
Securian Asset Management
Minnesota
$1.07M -$18.2K -420 -2%
GWI
325
Grace & White Inc
New York
$1.07M

WRB Hedge Fund Activity: Q3 2022 in Review

666 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2022, worth a combined $12.4B — down 0.09% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new WRB positions and 70 closed out — a net gain of 13 holders — while 260 added to existing stakes and 224 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $600M. The largest seller was Millennium Management, cutting an estimated $78.2M.

  • 666 institutional investors held W.R. Berkley (WRB) as of Q3 2022, up from 662 in Q2 2022.
  • Funds reported $12.4B of W.R. Berkley stock for Q3 2022, down 0.09% quarter-over-quarter.
  • 83 funds opened new W.R. Berkley positions in Q3 2022 and 70 closed out, a net change of +13 holders.
  • The largest W.R. Berkley buyer in Q3 2022 was Janus Henderson Group, an estimated $600M added.
  • The largest W.R. Berkley seller in Q3 2022 was Millennium Management, an estimated $78.2M sold.

Based on aggregated 13F filings for Q3 2022.