We are live on ! Find out more
WRB icon

W.R. Berkley
WRB

523 hedge funds and large institutions have $9.06B invested in W.R. Berkley in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 177 increasing their positions, 170 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 39

31% more call options, than puts

Call options by funds: $4.22M | Put options by funds: $3.23M

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

3% more funds holding

Funds holding: 506 → 523 (+17)

4% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 170

3% less capital invested

Capital invested by funds: $9.36B → $9.06B (-$294M)

1.45% less ownership

Funds ownership: 158.08% → 156.63% (-1.4%)

Holders
523
Holders Change
+17
Holders Change %
+3.36%
% of All Funds
9.1%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
59
Increased
177
Reduced
170
Closed
39
Calls
$4.22M
Puts
$3.23M
Net Calls
+$990K
Net Calls Change
-$675K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$59.2M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$36.8M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$22.8M
4
BlackRock
BlackRock
New York
+$22.7M
5
Renaissance Technologies
Renaissance Technologies
New York
+$18.4M

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
-$75.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$68.5M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$43.8M
4
Swiss National Bank
Swiss National Bank
Switzerland
-$38.5M
5
SC
Samlyn Capital
New York
-$34.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nomura Holdings
351
Nomura Holdings
Japan
$337K +$352K +10,175 New
SCA
352
Snowden Capital Advisors
New York
$336K +$37.3K +1,078 +12%
GFA
353
Gifford Fong Associates
California
$335K – – –
US Bancorp
354
US Bancorp
Minnesota
$325K +$3.43K +99 +1%
AF
355
Advisornet Financial
Minnesota
$324K – – –
AP
356
Advisor Partners
California
$323K +$1.18K +34 +0.3%
SCM
357
Stevens Capital Management
Pennsylvania
$321K +$336K +9,700 New
NB
358
Norinchukin Bank
Japan
$318K -$5.43K -157 -2%
CCA
359
Cobblestone Capital Advisors
New York
$318K – – –
CI
360
Cigna Investments
Connecticut
$316K -$54.5K -1,575 -14%
CQS
361
Credential Qtrade Securities
$311K +$41.9K +1,211 +15%
ESCM
362
Echo Street Capital Management
New York
$311K -$265K -7,664 -45%
IA
363
IFG Advisory
Georgia
$303K -$260K -7,522 -45%
CWM
364
Chesapeake Wealth Management
Virginia
$302K -$62.5K -1,805 -17%
WAM
365
World Asset Management
Michigan
$298K -$12.3K -355 -4%
VPIM
366
Vanguard Personalized Indexing Management
California
$298K +$312K +9,011 New
TW
367
TrinityPoint Wealth
Connecticut
$297K – – –
CB
368
Commerce Bank
Missouri
$295K +$31.2K +900 +11%
NIM
369
NuWave Investment Management
New Jersey
$292K +$306K +8,825 New
IRF
370
IBM Retirement Fund
New York
$285K -$63.9K -1,847 -18%
CFA
371
CWS Financial Advisors
Michigan
$285K -$6.06K -175 -2%
QT
372
Quantbot Technologies
New York
$284K +$297K +8,593 New
MCM
373
MAI Capital Management
Ohio
$283K +$11K +317 +4%
QI
374
Qtron Investments
Massachusetts
$276K +$289K +8,352 New
Allianz Asset Management
375
Allianz Asset Management
Germany
$272K +$284K +8,210 New
13 14
15
16 17