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W.R. Berkley
WRB

Overview Fund Activity

520 hedge funds and large institutions have $9.05B invested in W.R. Berkley in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 175 increasing their positions, 170 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+17
Holders Change %
+3.38%
% of All Funds
9.08%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
59
Increased
175
Reduced
170
Closed
39
Calls
$4.22M
Puts
$3.23M
Net Calls
+$990K
Net Calls Change
-$675K

Top Buyers

1
Millennium Management
Millennium Management
New York
$66.7M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$327M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$24.3M
4
BlackRock
BlackRock
New York
$739M
5
Renaissance Technologies
Renaissance Technologies
New York
$34.5M

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
$0
2
Citadel Advisors
Citadel Advisors
Florida
$49.2M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
4
Swiss National Bank
Swiss National Bank
Switzerland
$43.1M
5
SC
Samlyn Capital
New York
$73.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
401
Aureus Asset Management
Massachusetts
$208K – – –
Wealthfront Advisers
402
Wealthfront Advisers
California
$207K -$2.31K -70 -1%
CCA
403
Column Capital Advisors
Indiana
$205K -$27.4K -828 -12%
EWM
404
Evercore Wealth Management
New York
$203K – – –
WA
405
Wealth Alliance
New York
$203K +$1.79K +54 +0.9%
QC
406
Quadrature Capital
United Kingdom
$201K -$863K -26,109 -81%
VCG
407
Vantage Consulting Group
Virginia
$201K +$201K +6,068 New
Acadian Asset Management
408
Acadian Asset Management
Massachusetts
$192K -$28K -848 -13%
VI
409
Vestcor Inc
New Brunswick, Canada
$177K -$19.6K -592 -10%
OIA
410
Optimum Investment Advisors
Illinois
$173K – – –
CI Investments Inc
411
CI Investments Inc
Ontario, Canada
$171K +$49.7K +1,507 +41%
HWMA
412
Heritage Wealth Management (Arizona)
Arizona
$169K +$169K +5,119 New
GWMIA
413
Global Wealth Management Investment Advisory
Florida
$167K – – –
IA
414
IndexIQ Advisors
New York
$166K +$3.93K +119 +2%
GLLW
415
Graves Light Lenhart Wealth
Virginia
$162K -$13.7K -414 -8%
APA
416
American Portfolios Advisors
New York
$161K +$8.2K +248 +5%
VCM
417
Vigilant Capital Management
Maine
$149K -$18.6K -563 -11%
BCA
418
Berman Capital Advisors
Georgia
$148K -$693 -21 -0.5%
WA
419
WestEnd Advisors
North Carolina
$148K – – –
AIP
420
Ameritas Investment Partners
Nebraska
$142K -$17.6K -533 -11%
Fifth Third Bancorp
421
Fifth Third Bancorp
Ohio
$142K +$1.79K +54 +1%
FC
422
FORA Capital
Florida
$138K +$138K +4,169 New
BCV
423
Banque Cantonale Vaudoise
Switzerland
$129K – – –
SOW
424
State of Wyoming
Wyoming
$121K +$112K +3,375 +1,210%
RIM
425
Rockbridge Investment Management
New York
$105K – – –
15 16
17
18 19