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W.R. Berkley
WRB

Overview Fund Activity

503 hedge funds and large institutions have $9.35B invested in W.R. Berkley in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 165 increasing their positions, 181 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+2
Holders Change %
+0.4%
% of All Funds
8.86%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
65
Increased
165
Reduced
181
Closed
58
Calls
$4.77M
Puts
$3.1M
Net Calls
+$1.67M
Net Calls Change
+$3M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$129M
2
Capital World Investors
Capital World Investors
California
+$90.7M
3
CVA
Ceredex Value Advisors
Florida
+$52.7M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$43.8M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$41M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
-$52.5M
2
Millennium Management
Millennium Management
New York
-$43.8M
3
ACM
Atlanta Capital Management
Georgia
-$41M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$40.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
401
Ameritas Investment Partners
Nebraska
$162K – – –
APA
402
American Portfolios Advisors
New York
$154K +$30.6K +915 +25%
IA
403
IFP Advisors
Florida
$152K -$14.3K -432 -9%
BCA
404
Berman Capital Advisors
Georgia
$150K -$8.89K -267 -6%
Fifth Third Bancorp
405
Fifth Third Bancorp
Ohio
$142K +$11.5K +342 +9%
BCV
406
Banque Cantonale Vaudoise
Switzerland
$131K -$68.3K -2,038 -34%
CI Investments Inc
407
CI Investments Inc
Ontario, Canada
$123K -$33.5K -1,003 -21%
Federated Hermes
408
Federated Hermes
Pennsylvania
$117K +$3.14K +94 +3%
O
409
Ossiam
France
$111K +$111K +3,303 New
Northwestern Mutual Wealth Management
410
Northwestern Mutual Wealth Management
Wisconsin
$108K +$33.9K +1,017 +46%
SIM
411
Sentry Investment Management
Wisconsin
$107K -$511K -15,289 -83%
SBSB
412
Sullivan, Bruyette, Speros & Blaney
Virginia
$107K +$107K +3,186 New
RIM
413
Rockbridge Investment Management
New York
$106K +$5.65K +169 +6%
LS
414
Livforsakringsbolaget Skandia
Sweden
$100K – – –
HWA
415
Heritage Wealth Advisors
Virginia
$95.9K – – –
SWM
416
Spire Wealth Management
Virginia
$81K +$81K +2,408 New
CIA
417
CSat Investment Advisory
Michigan
$75K +$667 +20 +0.9%
HI
418
Harbour Investments
Wisconsin
$71K +$71K +2,120 New
EP
419
Eudaimonia Partners
Tennessee
$70K +$67 +2 +0.1%
SAM
420
Shell Asset Management
Netherlands
$63K -$31.7K -952 -33%
WPA
421
West Paces Advisors
Georgia
$62.2K – – –
WTC
422
WhitTier Trust Company
Nevada
$57K – – –
SJIM
423
St. Johns Investment Management
Florida
$57K – – –
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$55K – – –
NFG
425
Next Financial Group
Texas
$55K +$100 +3 +0.2%
15 16
17
18 19