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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 %
CFA
351
CWS Financial Advisors
Michigan
$294K +$435 +13 +0.1%
OAM
352
Oppenheimer Asset Management
New York
$288K -$60K -1,795 -17%
Cetera Investment Advisers
353
Cetera Investment Advisers
Illinois
$284K -$14.7K -439 -5%
CC
354
Centiva Capital
New York
$280K +$8.15K +243 +3%
MCM
355
MAI Capital Management
Ohio
$276K +$7.91K +236 +3%
CQS
356
Credential Qtrade Securities
$275K +$26.7K +796 +11%
CCIA
357
Campbell & Co Investment Adviser
Maryland
$274K -$445K -13,275 -62%
CWA
358
Clarus Wealth Advisors
Arizona
$272K – – –
CB
359
Commerce Bank
Missouri
$269K +$27.3K +815 +11%
LNC
360
Lincoln National Corp
Pennsylvania
$267K +$301 +9 +0.1%
William Blair & Company
361
William Blair & Company
Illinois
$260K -$19.9K -594 -7%
ERIM
362
Eagle Ridge Investment Management
Connecticut
$260K – – –
BFS
363
Bard Financial Services
Connecticut
$254K – – –
EAM
364
Erste Asset Management
Austria
$252K – – –
AIM
365
AMI Investment Management
Indiana
$249K -$906 -27 -0.4%
M1FG
366
Mach-1 Financial Group
Arkansas
$248K -$249K -7,447 -50%
Wolverine Trading
367
Wolverine Trading
Illinois
$248K +$248K +7,308 New
CCA
368
Checchi Capital Advisers
California
$248K +$248K +7,396 New
WG
369
Winton Group
United Kingdom
$245K +$245K +7,306 New
GT
370
Glenmede Trust
Pennsylvania
$243K -$2.21K -66 -0.9%
GWM
371
Geneos Wealth Management
Colorado
$240K +$14.8K +419 +7%
HC
372
Hourglass Capital
Texas
$237K – – –
CCA
373
Column Capital Advisors
Indiana
$235K +$1.61K +48 +0.7%
SFS
374
Sowell Financial Services
Arkansas
$234K -$65.4K -1,822 -22%
BBVA
375
Banco Bilbao Vizcaya Argentaria
Spain
$234K +$2.71K +81 +1%
13 14
15
16 17