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W.R. Berkley

508 hedge funds and large institutions have $8.94B invested in W.R. Berkley in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 193 increasing their positions, 168 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
-12
Holders Change %
-2.31%
% of All Funds
8.92%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
36
Increased
193
Reduced
168
Closed
42
Calls
$3.08M
Puts
$5.38M
Net Calls
-$2.31M
Net Calls Change
-$3.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WPA
426
West Paces Advisors
Georgia
$60.4K
EBA
427
Eagle Bay Advisors
New York
$57K +$57K +1,755 New
JWA
428
JFS Wealth Advisors
Pennsylvania
$56K +$56K +1,730 New
SJIM
429
St. Johns Investment Management
Florida
$55K
WTC
430
WhitTier Trust Company
Nevada
$55K
NFG
431
Next Financial Group
Texas
$54K +$582 +18 +1%
FDCDDQ
432
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.8K +$16.3K +501 +49%
OSAM
433
O'Shaughnessy Asset Management
Connecticut
$49K -$295 -9 -0.6%
ADL
434
Asset Dedication LLC
California
$49K +$6.64K +204 +16%
CFA
435
Carroll Financial Associates
North Carolina
$43K
PB
436
Pinnacle Bancorp
Nebraska
$41K
QCG
437
Quadrant Capital Group
Ohio
$40K +$520 +16 +1%
T
438
TOBAM
France
$36K
BFC
439
Bedel Financial Consulting
Indiana
$36K +$358 +11 +1%
DSC
440
Duncker Streett & Co
Missouri
$33K
WT
441
Whittier Trust
California
$31K
HNB
442
Huntington National Bank
Ohio
$28K +$4.78K +146 +21%
GAM
443
Gemmer Asset Management
California
$26K
CWA
444
Clearview Wealth Advisors
Oregon
$26K +$296 +9 +1%
LWM
445
Liberty Wealth Management
California
$26K +$24.3K +708 +1,416%
CPC
446
Consolidated Planning Corp
Georgia
$25K +$25K +770 New
BEI
447
Benjamin Edwards Inc
Missouri
$24K
First Manhattan
448
First Manhattan
New York
$23K
CI
449
CX Institutional
Indiana
$23K +$5.16K +162 +29%
HC
450
Hoese & Co
Minnesota
$22K