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W.R. Berkley
WRB

Overview Fund Activity

501 hedge funds and large institutions have $8.17B invested in W.R. Berkley in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 159 increasing their positions, 163 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+50
Holders Change %
+11.09%
% of All Funds
8.89%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.09%
New
89
Increased
159
Reduced
163
Closed
34
Calls
$1.69M
Puts
$3.02M
Net Calls
-$1.34M
Net Calls Change
-$1.51M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$133M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$47.1M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$42.2M
4
SC
4
Samlyn Capital
New York
$111M
5
Millennium Management
5
Millennium Management
New York
$47.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$634M
2
WRBC
2
W.R. Berkley Corp
Connecticut
$2.17M
3
APG Asset Management
3
APG Asset Management
Netherlands
$120M
4
State Street
4
State Street
Massachusetts
$451M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
376
Clarus Wealth Advisors
Arizona
$226K – – –
IWA
377
Intercontinental Wealth Advisors
Texas
$226K +$226K +7,652 New
OCM
378
Osterweis Capital Management
California
$224K – – –
BFS
379
Bard Financial Services
Connecticut
$224K +$224K +7,594 New
AIM
380
AMI Investment Management
Indiana
$220K -$49.5K -1,676 -18%
CQS
381
Credential Qtrade Securities
$219K +$1.27K +43 +0.6%
EAM
382
Erste Asset Management
Austria
$217K -$375K -12,825 -63%
GT
383
Glenmede Trust
Pennsylvania
$216K +$2.74K +93 +1%
SCA
384
Snowden Capital Advisors
New York
$215K +$215K +7,292 New
SSW
385
Smith Shellnut Wilson
Mississippi
$215K +$215K +7,297 New
LIA
386
LS Investment Advisors
Michigan
$214K -$20.9K -707 -9%
CB
387
Commerce Bank
Missouri
$213K +$213K +7,209 New
FMT
388
First Mercantile Trust
Tennessee
$211K +$14.8K +500 +8%
HC
389
Hourglass Capital
Texas
$209K +$209K +7,088 New
SEC
390
Seven Eight Capital
New York
$206K -$518K -17,550 -72%
CCA
391
Column Capital Advisors
Indiana
$206K +$1.98K +67 +1%
KAS
392
Kestra Advisory Services
Texas
$206K +$206K +7,009 New
V
393
Veritable
Delaware
$204K +$204K +6,903 New
BBVA
394
Banco Bilbao Vizcaya Argentaria
Spain
$204K +$204K +6,919 New
RWM
395
Ritholtz Wealth Management
New York
$202K +$202K +6,833 New
MRCM
396
M&R Capital Management
New Jersey
$189K – – –
BCV
397
Banque Cantonale Vaudoise
Switzerland
$176K – – –
GWMIA
398
Global Wealth Management Investment Advisory
Florida
$159K -$6.63K -225 -4%
GLLW
399
Graves Light Lenhart Wealth
Virginia
$156K +$156K +5,297 New
OIA
400
Optimum Investment Advisors
Illinois
$154K – – –
14 15
16
17 18