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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 %
EAM
301
Eagle Asset Management
Florida
$1.27M -$47.3K -1,004 -4%
EMPI
302
Elo Mutual Pension Insurance
Finland
$1.27M +$27.4K +581 +2%
SMDAM
303
Sumitomo Mitsui DS Asset Management
Japan
$1.25M +$34.9K +740 +3%
TRSOTSOK
304
Teachers Retirement System of the State of Kentucky
Kentucky
$1.25M -$59K -1,252 -5%
GIBU
305
Gulf International Bank (UK)
United Kingdom
$1.22M -$166K -3,518 -12%
BFG
306
Bleakley Financial Group
New Jersey
$1.22M +$10.5K +222 +0.9%
Connor, Clark & Lunn Investment Management (CC&L)
307
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.22M -$19.9M -421,311 -94%
DDC
308
DF Dent & Co
Maryland
$1.2M – – –
SS
309
Simplicity Solutions
Minnesota
$1.2M -$7.78K -165 -0.6%
N
310
Natixis
France
$1.18M -$3.27M -69,306 -74%
GWI
311
Grace & White Inc
New York
$1.17M – – –
KRS
312
Kentucky Retirement Systems
Kentucky
$1.15M +$44.6K +946 +4%
MSRPS
313
Maryland State Retirement & Pension System
Maryland
$1.15M – – –
HFS
314
Hantz Financial Services
Michigan
$1.14M -$39.6K -839 -3%
EA
315
Everpar Advisors
Oklahoma
$1.14M +$1.14M +24,093 New
ECM
316
Elgethun Capital Management
South Dakota
$1.13M -$75.2K -1,596 -6%
PCS
317
Personal CFO Solutions
New Jersey
$1.13M -$58K -1,230 -5%
OPERF
318
Oregon Public Employees Retirement Fund
Oregon
$1.12M +$7.07K +150 +0.6%
TCM
319
Twin Capital Management
Pennsylvania
$1.11M -$27.2K -577 -2%
RPI
320
Railway Pension Investments
United Kingdom
$1.08M – – –
AIM
321
Achmea Investment Management
Netherlands
$1.08M -$515K -10,929 -32%
DADC
322
D.A. Davidson & Co
Montana
$1.06M – – –
HWAM
323
Hennion & Walsh Asset Management
New Jersey
$1.03M -$58K -1,231 -5%
AO
324
Advisor OS
Illinois
$1.02M -$58.7K -1,244 -5%
RMC
325
Resources Management Corp
Connecticut
$1.02M +$35.9K +761 +4%
11 12
13
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