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W.R. Berkley
WRB

Overview Fund Activity

652 hedge funds and large institutions have $10.3B invested in W.R. Berkley in 2023 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 98 closing their positions.

Holders
652
Holders Change
-32
Holders Change %
-4.68%
% of All Funds
10.28%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
69
Increased
221
Reduced
263
Closed
98
Calls
$3.67M
Puts
$4.88M
Net Calls
-$1.21M
Net Calls Change
-$1.91M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$241M
2
Victory Capital Management
2
Victory Capital Management
Texas
$294M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$46.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$747M
5
ACA
5
Anchor Capital Advisors
Massachusetts
$52.8M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
Citigroup
2
Citigroup
New York
$21.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$33.8M
4
Invesco
4
Invesco
Georgia
$145M
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$19.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
401
Cresset Asset Management
Illinois
$460K 11,591 +11,591 New
IWA
402
Intercontinental Wealth Advisors
Texas
$455K 11,457 +408 +4%
V
403
Veritable
Delaware
$453K 11,405 -582 -5%
AA
404
Ancora Advisors
Ohio
$451K 11,346 -2,085 -16%
SC
405
SRB Corp
Massachusetts
$449K 11,304 +3,109 +38%
KCM
406
Kornitzer Capital Management
Kansas
$448K 11,280 +11,280 New
NCM
407
NCM Capital Management
New Jersey
$447K 11,259 +1 +0%
FTDI
408
First Trust Direct Indexing
Massachusetts
$445K 11,205 +1,866 +20%
SP
409
Symmetry Partners
Connecticut
$444K 11,183 -7,782 -41%
GC
410
Gratus Capital
Georgia
$442K 11,132 – –
SAM
411
Strategy Asset Managers
California
$433K 10,907 +804 +8%
CB
412
Commerce Bank
Missouri
$432K 10,871 -82 -0.7%
KRSITF
413
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$429K 10,812 -60 -0.6%
Empower Advisory Group
414
Empower Advisory Group
Colorado
$426K 10,737 -9 -0.1%
BBVA
415
Banco Bilbao Vizcaya Argentaria
Spain
$418K 10,535 -125,712 -92%
PAG
416
Private Advisor Group
New Jersey
$417K 10,503 -72 -0.7%
LA
417
LBP AM
France
$416K 10,476 – –
BFS
418
Bradley Foster & Sargent
Connecticut
$412K 10,388 – –
OPS
419
Orion Portfolio Solutions
Nebraska
$409K 10,290 -170 -2%
BCI
420
Brinker Capital Investments
Pennsylvania
$409K 10,290 -170 -2%
GFA
421
Gifford Fong Associates
California
$402K 10,125 – –
Lazard Asset Management
422
Lazard Asset Management
New York
$398K 10,038 -20 -0.2%
EFMC
423
Empire Financial Management Company
New York
$393K 9,885 +9,885 New
AF
424
Advisornet Financial
Minnesota
$390K 9,824 +17 +0.2%
Walleye Capital
425
Walleye Capital
New York
$388K 9,776 -69,870 -88%
15 16
17
18 19