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W.R. Berkley

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
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
426
Carroll Financial Associates
North Carolina
$47K +$889 +27 +2%
QCG
427
Quadrant Capital Group
Ohio
$45K +$28.6K +851 +174%
ADL
428
Asset Dedication LLC
California
$44K +$101 +3 +0.2%
PB
429
Pinnacle Bancorp
Nebraska
$42K
T
430
TOBAM
France
$37K
BFC
431
Bedel Financial Consulting
Indiana
$37K +$101 +3 +0.3%
FDCDDQ
432
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.5K
DSC
433
Duncker Streett & Co
Missouri
$34K
WT
434
Whittier Trust
California
$32K +$30K +902 +1,479%
GAM
435
Gemmer Asset Management
California
$27K
IAIM
436
International Assets Investment Management
Florida
$26K
CWA
437
Clearview Wealth Advisors
Oregon
$26K
PCM
438
Penserra Capital Management
California
$25K +$3.58K +108 +17%
Bessemer Group
439
Bessemer Group
New Jersey
$24K -$106K -3,116 -82%
First Manhattan
440
First Manhattan
New York
$24K +$22.7K +691 +1,818%
RCA
441
Ranch Capital Advisors
Florida
$22K
TC
442
Trust Company
Kansas
$22K
S
443
SignatureFD
Georgia
$20K +$523 +16 +3%
OSAM
444
O'Shaughnessy Asset Management
Connecticut
$19K +$4.64K +141 +32%
Twin Tree Management
445
Twin Tree Management
Texas
$19K +$19K +560 New
FI
446
FormulaFolio Investments
Michigan
$18K +$18K +506 New
CI
447
CX Institutional
Indiana
$17K +$3.83K +117 +29%
MPWT
448
MassMutual Private Wealth & Trust
Connecticut
$16K -$5.65K -169 -26%
HNB
449
Huntington National Bank
Ohio
$16K
TFO
450
Tarbox Family Office
California
$15K