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W.R. Berkley

684 hedge funds and large institutions have $11.2B invested in W.R. Berkley in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 255 increasing their positions, 244 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
-26
Holders Change %
-3.66%
% of All Funds
10.95%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.11%
New
86
Increased
255
Reduced
244
Closed
97
Calls
$3.78M
Puts
$3.09M
Net Calls
+$697K
Net Calls Change
-$3.33M
Name Holding Trade Value Shares
Change
Shares
Change %
DCM
376
Dupont Capital Management
Delaware
$716K -$2.23M -53,691 -76%
HPC
377
HM Payson & Co
Maine
$716K -$10.3K -249 -1%
SPC
378
Sigma Planning Corp
Michigan
$697K +$697K +16,791 New
RCA
379
Resonant Capital Advisors
Wisconsin
$694K -$9.3K -224 -1%
SC
380
Scotia Capital
Ontario, Canada
$687K +$64.6K +1,557 +10%
ASN
381
Advisory Services Network
Georgia
$687K -$247K -5,962 -26%
PFM
382
Premier Fund Managers
United Kingdom
$682K -$143K -3,450 -17%
EMG
383
ETF Managers Group
New Jersey
$681K -$231K -5,577 -25%
FCM
384
FJ Capital Management
Virginia
$677K +$49.6K +1,196 +8%
TF
385
Trek Financial
Arizona
$673K +$307K +7,407 +84%
YIA
386
YHB Investment Advisors
Connecticut
$672K
SA
387
SRN Advisors
Pennsylvania
$667K -$13.6K -328 -2%
MIP
388
Marietta Investment Partners
Wisconsin
$667K -$4.12M -99,155 -86%
SPIA
389
Steward Partners Investment Advisory
New York
$663K +$231K +5,566 +53%
LA
390
LVW Advisors
New York
$653K -$204K -4,918 -24%
NB
391
Norinchukin Bank
Japan
$652K +$19.9K +479 +3%
WQ
392
Wealth Quarterback
New Jersey
$651K -$6.72K -162 -1%
EI
393
Ethic Inc
New York
$626K +$229K +5,517 +58%
Swedbank
394
Swedbank
Sweden
$613K
WJWM
395
Williams Jones Wealth Management
New York
$606K -$789 -19 -0.1%
VF
396
Virtu Financial
New York
$605K +$275K +6,629 +84%
Baird Financial Group
397
Baird Financial Group
Wisconsin
$600K +$182K +4,377 +43%
FBC
398
Fairfield, Bush & Co
Connecticut
$597K +$138K +3,322 +30%
API
399
Advisor Partners II
California
$596K +$47.1K +1,135 +9%
ETC
400
Exchange Traded Concepts
Oklahoma
$593K +$593K +14,295 New