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W.R. Berkley
WRB

Overview Fund Activity

570 hedge funds and large institutions have $9.99B invested in W.R. Berkley in 2021 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 176 increasing their positions, 173 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
+62
Holders Change %
+12.2%
% of All Funds
8.8%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
108
Increased
176
Reduced
173
Closed
38
Calls
$2.88M
Puts
$5.11M
Net Calls
-$2.23M
Net Calls Change
+$84K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$88.6M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$27.4M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$21.7M
4
Capital World Investors
Capital World Investors
California
+$16.8M
5
NI
Nuance Investments
Missouri
+$14.8M

Top Sellers

1
WRBC
W.R. Berkley Corp
Connecticut
-$94.2M
2
ACM
Atlanta Capital Management
Georgia
-$76.2M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
-$57.7M
4
APG Asset Management
APG Asset Management
Netherlands
-$31M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERIM
401
Eagle Ridge Investment Management
Connecticut
$284K – – –
Walleye Capital
402
Walleye Capital
New York
$284K +$284K +7,745 New
BFM
403
Boothbay Fund Management
New York
$283K +$283K +7,738 New
ECM
404
Everence Capital Management
Indiana
$278K -$641K -17,528 -70%
BFS
405
Bard Financial Services
Connecticut
$278K – – –
BW
406
Bison Wealth
Georgia
$276K – – –
ST
407
Somerset Trust
Pennsylvania
$275K +$275K +7,508 New
Cetera Investment Advisers
408
Cetera Investment Advisers
Illinois
$274K -$51.5K -1,404 -16%
CI
409
Cigna Investments
Connecticut
$267K -$82.2K -2,250 -24%
TW
410
Transform Wealth
Colorado
$266K -$266K -7,263 -50%
APA
411
American Portfolios Advisors
New York
$263K +$31.2K +851 +13%
Wealthfront Advisers
412
Wealthfront Advisers
California
$258K +$258K +7,036 New
BJL
413
Brighton Jones LLC
Washington
$257K -$1.23M -33,646 -83%
AIM
414
AMI Investment Management
Indiana
$257K -$14.6K -398 -5%
V
415
Veritable
Delaware
$256K +$4.21K +115 +2%
IAIM
416
Industrial Alliance Investment Management
Quebec, Canada
$252K +$252K +6,876 New
RWM
417
Ritholtz Wealth Management
New York
$250K – – –
VIA
418
Vident Investment Advisory
Georgia
$248K -$15.1K -409 -6%
AWM
419
Avior Wealth Management
Nebraska
$248K +$248K +6,788 New
EAM
420
Erste Asset Management
Austria
$248K -$419K -11,430 -63%
OC
421
Oppenheimer & Co
New York
$247K – – –
DI
422
Diligent Investors
California
$247K – – –
TC
423
TwinBeech Capital
New York
$247K +$247K +6,737 New
EWM
424
Empirical Wealth Management
Washington
$247K +$247K +6,746 New
SAM
425
Silvercrest Asset Management
New York
$243K – – –
15 16
17
18 19