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W.R. Berkley
WRB

Overview Fund Activity

451 hedge funds and large institutions have $7.79B invested in W.R. Berkley in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 145 increasing their positions, 160 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+7
Holders Change %
+1.58%
% of All Funds
9.12%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.18%
New
64
Increased
145
Reduced
160
Closed
54
Calls
$2.34M
Puts
$2.16M
Net Calls
+$171K
Net Calls Change
+$2.97M

Top Buyers

1
MNG
Manning & Napier Group
New York
$87.1M
2
B
BloombergSen
Ontario, Canada
$73.1M
3
SC
Samlyn Capital
New York
$70M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$180M
5
CRM
Cramer Rosenthal McGlynn
Connecticut
$30.3M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$978M
2
Citadel Advisors
Citadel Advisors
Florida
$52.9M
3
State Street
State Street
Massachusetts
$450M
4
BlackRock
BlackRock
New York
$900M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
326
US Bancorp
Minnesota
$256K +$156K +5,751 +156%
NB
327
Norinchukin Bank
Japan
$255K +$8.68K +319 +4%
NICM
328
Neo Ivy Capital Management
New York
$251K +$251K +9,250 New
AIM
329
AMI Investment Management
Indiana
$248K -$7.04K -259 -3%
TW
330
TrinityPoint Wealth
Connecticut
$243K +$488 +18 +0.2%
CFA
331
CWS Financial Advisors
Michigan
$236K +$18.6K +684 +9%
IA
332
IFP Advisors
Florida
$228K -$679 -25 -0.3%
William Blair & Company
333
William Blair & Company
Illinois
$227K +$227K +8,370 New
KRSITF
334
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$225K +$225K +8,291 New
IWM
335
IHT Wealth Management
Illinois
$224K +$224K +8,235 New
LNC
336
Lincoln National Corp
Pennsylvania
$217K +$327 +12 +0.2%
LIA
337
LS Investment Advisors
Michigan
$216K -$11.3K -414 -5%
FAAS
338
First Allied Advisory Services
California
$214K -$3.32K -122 -2%
FC
339
FORA Capital
Florida
$213K +$213K +7,826 New
SAM
340
Silvercrest Asset Management
New York
$211K +$211K +7,763 New
ERIM
341
Eagle Ridge Investment Management
Connecticut
$211K +$211K +7,763 New
SFS
342
Sowell Financial Services
Arkansas
$210K -$13.6K -502 -6%
CWA
343
Clarus Wealth Advisors
Arizona
$210K +$210K +7,673 New
EOJOAM
344
E. Ohman J:or Asset Management
Sweden
$208K – – –
OCM
345
Osterweis Capital Management
California
$207K +$207K +7,601 New
FMT
346
First Mercantile Trust
Tennessee
$204K -$31.8K -1,035 -13%
American Century Companies
347
American Century Companies
Missouri
$204K +$204K +7,517 New
MML Investors Services
348
MML Investors Services
Massachusetts
$203K +$203K +7,481 New
CQS
349
Credential Qtrade Securities
$200K +$200K +7,362 New
GT
350
Glenmede Trust
Pennsylvania
$196K +$487 +18 +0.2%
12 13
14
15 16