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W.R. Berkley

662 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 258 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+3
Holders Change %
+0.46%
% of All Funds
11.45%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
82
Increased
258
Reduced
224
Closed
70
Calls
$3.18M
Puts
$1.22M
Net Calls
+$1.96M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Shares
Change %
YIA
376
YHB Investment Advisors
Connecticut
$699K +$401K +9,315 +135%
CI Investments Inc
377
CI Investments Inc
Ontario, Canada
$696K -$121K -2,814 -15%
NMERB
378
New Mexico Educational Retirement Board
New Mexico
$694K -$58.1K -1,350 -8%
MWM
379
MorganRosel Wealth Management
Colorado
$694K +$694K +16,119 New
AA
380
Ancora Advisors
Ohio
$692K -$9.69K -225 -1%
RMC
381
Resources Management Corp
Connecticut
$685K +$1.9K +44 +0.3%
VEA
382
Virtus ETF Advisers
New York
$682K -$17.4K -404 -2%
WQ
383
Wealth Quarterback
New Jersey
$678K -$245K -5,683 -27%
BCV
384
Banque Cantonale Vaudoise
Switzerland
$672K -$96.9K -2,250 -13%
EMG
385
ETF Managers Group
New Jersey
$669K +$30K +696 +5%
MYAM
386
Meiji Yasuda Asset Management
Japan
$664K +$216K +5,003 +48%
HWMA
387
Heritage Wealth Management (Arizona)
Arizona
$639K +$28.8K +668 +5%
Swedbank
388
Swedbank
Sweden
$636K
ECM
389
Everence Capital Management
Indiana
$634K
XT
390
XTX Topco
Cayman Islands
$633K +$633K +14,702 New
HI
391
Horizon Investments
North Carolina
$631K +$183K +4,242 +41%
WJWM
392
Williams Jones Wealth Management
New York
$629K -$42K -975 -6%
SAM
393
Strategy Asset Managers
California
$626K +$370K +8,592 +145%
TFA
394
Toth Financial Advisory
Virginia
$620K +$95.2K +2,212 +18%
CG
395
CFO4Life Group
Texas
$608K +$114K +2,645 +23%
CCA
396
Cadent Capital Advisors
Oklahoma
$606K
TI
397
Tidal Investments
Wisconsin
$606K +$254K +5,895 +72%
BAM
398
Bellevue Asset Management
Washington
$593K -$247K -5,625 -29%
TRCT
399
Tower Research Capital (TRC)
New York
$592K -$273K -6,334 -32%
T
400
TOBAM
France
$577K