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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 %
V
376
Veritable
Delaware
$231K – – –
RC
377
RegentAtlantic Capital
New Jersey
$231K +$231K +6,896 New
CFG
378
Citizens Financial Group
Rhode Island
$231K +$231K +6,896 New
RWM
379
Ritholtz Wealth Management
New York
$229K – – –
H
380
HoyleCohen
California
$227K +$227K +6,768 New
OC
381
Oppenheimer & Co
New York
$226K +$226K +6,750 New
DI
382
Diligent Investors
California
$226K +$226K +6,750 New
SAM
383
Silvercrest Asset Management
New York
$225K -$46.7K -1,395 -17%
Acadian Asset Management
384
Acadian Asset Management
Massachusetts
$223K -$1.53M -45,605 -87%
FRM
385
Fox Run Management
Connecticut
$223K -$129K -3,857 -37%
MRCM
386
M&R Capital Management
New Jersey
$214K – – –
Wealthfront Advisers
387
Wealthfront Advisers
California
$212K +$212K +6,334 New
AAM
388
Aureus Asset Management
Massachusetts
$211K +$211K +6,293 New
AC
389
Athanor Capital
New York
$210K -$860K -25,695 -80%
SEC
390
Seven Eight Capital
New York
$206K – – –
EWM
391
Evercore Wealth Management
New York
$205K +$205K +6,131 New
WA
392
Wealth Alliance
New York
$203K +$203K +6,071 New
VIA
393
Vident Investment Advisory
Georgia
$202K +$202K +6,026 New
VI
394
Vestcor Inc
New Brunswick, Canada
$199K -$86.7K -2,592 -30%
EOJOAM
395
E. Ohman J:or Asset Management
Sweden
$181K +$181K +5,400 New
GLLW
396
Graves Light Lenhart Wealth
Virginia
$177K – – –
OIA
397
Optimum Investment Advisors
Illinois
$175K – – –
GWMIA
398
Global Wealth Management Investment Advisory
Florida
$170K -$11.3K -337 -6%
VCM
399
Vigilant Capital Management
Maine
$170K – – –
IA
400
IndexIQ Advisors
New York
$164K +$20.8K +623 +15%
14 15
16
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