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W.R. Berkley
WRB

Overview Fund Activity

659 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 233 increasing their positions, 211 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+49
Holders Change %
+8.03%
% of All Funds
11.14%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.29%
New
110
Increased
233
Reduced
211
Closed
50
Calls
$3.2M
Puts
$4.21M
Net Calls
-$1.01M
Net Calls Change
-$1.99M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$172M
2
Invesco
Invesco
Georgia
+$109M
3
Morgan Stanley
Morgan Stanley
New York
+$80.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$50.3M
5
CF
Cantor Fitzgerald
New York
+$39.5M

Top Sellers

1
MNG
Manning & Napier Group
New York
-$112M
2
Victory Capital Management
Victory Capital Management
Texas
-$112M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$81.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$75.3M
5
ACM
Atlanta Capital Management
Georgia
-$67M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
326
Twin Capital Management
Pennsylvania
$1.05M -$11.3K -248 -1%
PA
327
Procyon Advisors
Connecticut
$1.04M -$364 -8 -0%
BL
328
Balentine LLC
Georgia
$1.02M +$713K +15,669 +236%
CGH
329
Crossmark Global Holdings
Texas
$1.01M +$90.7K +1,993 +10%
MIP
330
Marietta Investment Partners
Wisconsin
$1.01M +$1.01M +22,115 New
WBC
331
Westpac Banking Corp
Australia
$998K -$152K -3,335 -13%
PAG
332
Private Advisory Group
Washington
$996K +$996K +21,893 New
HH
333
Hilltop Holdings
Texas
$987K -$90.2K -1,980 -8%
WQ
334
Wealth Quarterback
New Jersey
$976K +$976K +21,438 New
BBL
335
Beck Bode LLC
Massachusetts
$959K +$959K +21,066 New
EWA
336
EverSource Wealth Advisors
Alabama
$955K +$13.1K +289 +1%
SEA
337
Stegent Equity Advisors
Texas
$950K – – –
PI
338
PEAK6 Investments
Illinois
$948K +$948K +23,882 New
AIL
339
AGF Investments LLC
Ontario, Canada
$946K +$946K +20,799 New
UFF
340
USA Financial Formulas
Michigan
$945K +$123K +2,710 +15%
SJIA
341
St. James Investment Advisors
New York
$942K +$942K +20,535 New
AWM
342
Axxcess Wealth Management
California
$926K -$178K -3,916 -16%
TRCT
343
Tower Research Capital (TRC)
New York
$914K -$1M -22,038 -52%
SMDAM
344
Sumitomo Mitsui DS Asset Management
Japan
$906K +$6.64K +146 +0.7%
O
345
Ossiam
France
$893K -$53.4K -1,174 -6%
DADC
346
D.A. Davidson & Co
Montana
$885K – – –
CIBC World Market
347
CIBC World Market
Ontario, Canada
$885K +$624K +13,708 +239%
BAM
348
Bellevue Asset Management
Washington
$872K – – –
MPPW
349
Mitchell & Pahl Private Wealth
Oklahoma
$866K +$51.4K +1,130 +6%
Nordea Investment Management
350
Nordea Investment Management
Sweden
$865K +$96.4K +2,160 +13%
12 13
14
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