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W.R. Berkley
WRB

Overview Fund Activity

451 hedge funds and large institutions have $7.79B invested in W.R. Berkley in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 145 increasing their positions, 160 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+7
Holders Change %
+1.58%
% of All Funds
9.12%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.18%
New
64
Increased
145
Reduced
160
Closed
54
Calls
$2.34M
Puts
$2.16M
Net Calls
+$171K
Net Calls Change
+$2.97M

Top Buyers

1
MNG
1
Manning & Napier Group
New York
$87.1M
2
B
2
BloombergSen
Ontario, Canada
$73.1M
3
SC
3
Samlyn Capital
New York
$70M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$180M
5
CRM
5
Cramer Rosenthal McGlynn
Connecticut
$30.3M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$978M
2
Citadel Advisors
2
Citadel Advisors
Florida
$52.9M
3
State Street
3
State Street
Massachusetts
$450M
4
BlackRock
4
BlackRock
New York
$900M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
401
Millennium Management
New York
$16.8K -$40.5K -1,490,999 -71%
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$15K -$1.01K -38 -6%
BFEC
403
Benjamin F. Edwards & Company
Missouri
$14K +$641 +24 +5%
QCG
404
Quadrant Capital Group
Ohio
$13K -$1.92K -72 -13%
TFO
405
Tarbox Family Office
California
$13K – – –
HNB
406
Huntington National Bank
Ohio
$13K – – –
PCM
407
Penserra Capital Management
California
$12K +$1.41K +54 +13%
OSAM
408
O'Shaughnessy Asset Management
Connecticut
$12K +$5.44K +207 +83%
AW
409
Alpha Windward
Massachusetts
$11K -$6.04K -225 -35%
BWM
410
BNC Wealth Management
Oregon
$10K +$10K +367 New
HB
411
Horizon Bancorp
Indiana
$9K – – –
CAGAS
412
Capital Advisory Group Advisory Services
Minnesota
$9K – – –
SL
413
Savior LLC
Massachusetts
$8K – – –
TFM
414
TFC Financial Management
Massachusetts
$8K +$8K +279 New
FDCDDQ
415
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.34K -$6.41K -236 -47%
VCM
416
Versant Capital Management
Arizona
$7K – – –
FFA
417
Founders Financial Alliance
North Carolina
$6K +$6K +243 New
FCH
418
Freestone Capital Holdings
Washington
$5.75K +$5.75K +212 New
EW
419
Evoke Wealth
California
$5K -$1.98K -74 -28%
CFN
420
Cordasco Financial Network
Florida
$5K – – –
ZB
421
Zions Bancorporation
Utah
$5K – – –
VFA
422
Valeo Financial Advisors
Indiana
$5K – – –
HFS
423
Horizon Financial Services
North Carolina
$5K +$5K +185 New
SLF
424
Sun Life Financial
Ontario, Canada
$5K +$5K +189 New
CHAM
425
Clear Harbor Asset Management
Connecticut
$4.59K +$4.59K +169 New
15 16
17
18 19