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W.R. Berkley
WRB

Overview Fund Activity

508 hedge funds and large institutions have $8.94B invested in W.R. Berkley in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 193 increasing their positions, 168 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
-12
Holders Change %
-2.31%
% of All Funds
8.92%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
36
Increased
193
Reduced
168
Closed
42
Calls
$3.08M
Puts
$5.38M
Net Calls
-$2.31M
Net Calls Change
-$3.3M

Top Buyers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$94.2M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$392M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$32M
4
NI
4
Nuance Investments
Missouri
$57.3M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$21.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$67.1M
2
Millennium Management
2
Millennium Management
New York
$20.5M
3
GC
3
Gillson Capital
Illinois
$0
4
SSA
4
Schonfeld Strategic Advisors
New York
$0
5
BlackRock
5
BlackRock
New York
$711M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
376
Vident Investment Advisory
Georgia
$233K +$7.4K +227 +3%
V
377
Veritable
Delaware
$224K -$1.92K -59 -0.8%
DI
378
Diligent Investors
California
$223K – – –
RWM
379
Ritholtz Wealth Management
New York
$222K – – –
H
380
HoyleCohen
California
$221K +$813 +25 +0.4%
OC
381
Oppenheimer & Co
New York
$220K – – –
SAM
382
Silvercrest Asset Management
New York
$216K – – –
VCG
383
Vantage Consulting Group
Virginia
$211K +$14.1K +435 +7%
MG
384
Meritage Group
California
$210K +$210K +6,449 New
MRCM
385
M&R Capital Management
New Jersey
$208K – – –
LS
386
Livforsakringsbolaget Skandia
Sweden
$206K – – –
APA
387
American Portfolios Advisors
New York
$206K +$47.8K +1,469 +30%
AAM
388
Aureus Asset Management
Massachusetts
$205K – – –
FA
389
Fermata Advisors
California
$203K -$7.87K -241 -4%
HWMA
390
Heritage Wealth Management (Arizona)
Arizona
$201K +$34.2K +1,048 +20%
CCA
391
Column Capital Advisors
Indiana
$200K -$974 -30 -0.5%
Simplex Trading
392
Simplex Trading
Illinois
$197K +$197K +5,850 +53,182%
Acadian Asset Management
393
Acadian Asset Management
Massachusetts
$187K – – –
IA
394
IndexIQ Advisors
New York
$171K +$7.6K +234 +5%
CI Investments Inc
395
CI Investments Inc
Ontario, Canada
$167K -$1.82K -56 -1%
GWMIA
396
Global Wealth Management Investment Advisory
Florida
$165K – – –
SG Americas Securities
397
SG Americas Securities
New York
$163K -$919K -28,335 -85%
TRCT
398
Tower Research Capital (TRC)
New York
$160K -$428K -13,100 -73%
GLLW
399
Graves Light Lenhart Wealth
Virginia
$159K – – –
VCM
400
Vigilant Capital Management
Maine
$159K +$13.1K +403 +9%
14 15
16
17 18