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W.R. Berkley
WRB

Overview Fund Activity

659 hedge funds and large institutions have $11B invested in W.R. Berkley in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 233 increasing their positions, 228 reducing their positions, and 61 closing their positions.

Holders
659
Holders Change
+7
Holders Change %
+1.07%
% of All Funds
10.51%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.18%
New
73
Increased
233
Reduced
228
Closed
61
Calls
$3.76M
Puts
$4.13M
Net Calls
-$375K
Net Calls Change
+$835K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$522M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$63.9M
3
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$72.9M
4
Victory Capital Management
4
Victory Capital Management
Texas
$358M
5
Morgan Stanley
5
Morgan Stanley
New York
$830M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$61.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$44.9M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$14.7M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$144K
5
Man Group
5
Man Group
United Kingdom
$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
376
M&T Bank
New York
$586K -$588K -13,903 -50%
CC
377
Cipher Capital
New York
$585K -$2.64M -62,341 -82%
GAM
378
Gotham Asset Management
New York
$576K +$320K +7,560 +125%
BP
379
Ballentine Partners
Massachusetts
$574K +$1.74K +41 +0.3%
BAM
380
Bellevue Asset Management
Washington
$571K – – –
WCM
381
Washington Capital Management
Washington
$571K – – –
CWM
382
Compass Wealth Management
Connecticut
$564K – – –
WJWM
383
Williams Jones Wealth Management
New York
$552K -$41.3K -975 -7%
MPAM
384
Murphy Pohlad Asset Management
Minnesota
$550K – – –
CCA
385
Cadent Capital Advisors
Oklahoma
$547K – – –
CBNLCF
386
Cognios Beta Neutral Large Cap Fund
Kansas
$545K -$125K -2,946 -19%
MLICM
387
Metropolitan Life Insurance Company (MetLife)
New York
$534K -$21.1K -499 -4%
CAM
388
Cresset Asset Management
Illinois
$520K +$25.2K +591 +5%
TSW
389
Thompson Siegel & Walmsley
Virginia
$520K – – –
FHB
390
First Hawaiian Bank
Hawaii
$519K -$9.52K -225 -2%
Balyasny Asset Management
391
Balyasny Asset Management
Illinois
$516K -$2.01M -47,547 -80%
CB
392
Commerce Bank
Missouri
$502K +$42.1K +994 +9%
UB
393
UMB Bank
Missouri
$500K -$7.11K -168 -1%
DI
394
DFPG Investments
Utah
$496K +$496K +11,027 New
FTDI
395
First Trust Direct Indexing
Massachusetts
$496K +$21.3K +503 +4%
NB
396
Norinchukin Bank
Japan
$495K -$528K -12,474 -52%
Aviva
397
Aviva
United Kingdom
$483K -$12.6K -297 -3%
AA
398
Ancora Advisors
Ohio
$480K – – –
IG
399
ING Group
Netherlands
$479K -$200K -4,714 -29%
CM
400
Capula Management
Cayman Islands
$479K +$479K +11,310 New
14 15
16
17 18