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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 %
ACM
326
AlphaCrest Capital Management
New York
$365K -$319K -9,538 -47%
TI
327
Trexquant Investment
Connecticut
$357K -$136K -4,052 -28%
IRF
328
IBM Retirement Fund
New York
$350K -$40.4K -1,206 -10%
UFA
329
US Financial Advisors
Massachusetts
$349K – – –
SP
330
Symmetry Partners
Connecticut
$346K – – –
PG
331
Pendal Group
Australia
$344K -$318K -9,486 -48%
PCA
332
Personal Capital Advisors
California
$343K -$3.25K -97 -0.9%
CIA
333
Citadel Investment Advisory
Ohio
$342K – – –
GFA
334
Gifford Fong Associates
California
$339K – – –
FMT
335
First Mercantile Trust
Tennessee
$337K +$98.5K +2,945 +41%
WAM
336
World Asset Management
Michigan
$331K -$16.4K -464 -5%
AF
337
Advisornet Financial
Minnesota
$328K – – –
NB
338
Norinchukin Bank
Japan
$327K +$13.9K +414 +4%
AP
339
Advisor Partners
California
$326K -$183K -5,472 -36%
US Bancorp
340
US Bancorp
Minnesota
$326K +$18.1K +538 +6%
CCA
341
Cobblestone Capital Advisors
New York
$322K – – –
NICM
342
Neo Ivy Capital Management
New York
$321K +$321K +9,587 New
SS
343
Simplicity Solutions
Minnesota
$319K +$319K +9,518 New
AO
344
Advisor OS
Illinois
$315K +$315K +9,378 New
Man Group
345
Man Group
United Kingdom
$312K -$216K -6,439 -41%
SCA
346
Snowden Capital Advisors
New York
$304K +$60K +1,791 +25%
TW
347
TrinityPoint Wealth
Connecticut
$301K -$26K -776 -8%
MYAM
348
Meiji Yasuda Asset Management
Japan
$301K +$301K +8,978 New
KRSITF
349
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$300K +$6.57K +196 +2%
IWA
350
Intercontinental Wealth Advisors
Texas
$299K +$42.4K +1,263 +17%
12 13
14
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