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W.R. Berkley
WRB

Overview Fund Activity

718 hedge funds and large institutions have $13.4B invested in W.R. Berkley in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 248 increasing their positions, 234 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+59
Holders Change %
+8.95%
% of All Funds
10.53%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
120
Increased
248
Reduced
234
Closed
54
Calls
$14.7M
Puts
$14.6M
Net Calls
+$78K
Net Calls Change
+$453K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.78B
2
BlackRock
BlackRock
New York
$1.16B
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$69.1M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$135M
5
UBS Group
UBS Group
Switzerland
$89.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
$6.91M
2
Citadel Advisors
Citadel Advisors
Florida
$2.58M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$4.7M
4
CS
Credit Suisse
Switzerland
$31.4M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$8.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
376
Wedbush Securities
California
$690K +$1.51K +32 +0.2%
ETC
377
Exchange Traded Concepts
Oklahoma
$685K – – –
MGP
378
Metis Global Partners
California
$677K -$36.8K -780 -5%
LA
379
LVW Advisors
New York
$670K -$9.9K -210 -1%
M&T Bank
380
M&T Bank
New York
$669K +$16.5K +351 +3%
FTDI
381
First Trust Direct Indexing
Massachusetts
$669K +$117K +2,473 +21%
UH
382
Unigestion Holding
Switzerland
$659K +$659K +13,973 New
BP
383
Ballentine Partners
Massachusetts
$649K +$10.4K +220 +2%
FDCDDQ
384
Federation des caisses Desjardins du Quebec
Quebec, Canada
$644K +$533K +11,306 +479%
WCM
385
Washington Capital Management
Washington
$636K – – –
BAM
386
Bellevue Asset Management
Washington
$636K – – –
CWM
387
Compass Wealth Management
Connecticut
$629K – – –
WJWM
388
Williams Jones Wealth Management
New York
$614K – – –
MPAM
389
Murphy Pohlad Asset Management
Minnesota
$613K – – –
DI
390
DFPG Investments
Utah
$610K +$76.9K +1,590 +14%
CAM
391
Cresset Asset Management
Illinois
$610K +$35.3K +748 +6%
CCA
392
Cadent Capital Advisors
Oklahoma
$609K – – –
CB
393
Commerce Bank
Missouri
$589K +$29.8K +633 +5%
MLICM
394
Metropolitan Life Insurance Company (MetLife)
New York
$586K -$8.91K -189 -1%
TSW
395
Thompson Siegel & Walmsley
Virginia
$579K – – –
QCM
396
Quantinno Capital Management
New York
$561K +$175K +3,716 +45%
UB
397
UMB Bank
Missouri
$557K – – –
IG
398
ING Group
Netherlands
$542K +$9.05K +192 +2%
GC
399
Guggenheim Capital
Illinois
$536K -$2.06M -43,780 -79%
OTPPB
400
Ontario Teachers' Pension Plan Board
Ontario, Canada
$536K -$300K -6,372 -36%
14 15
16
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