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W.R. Berkley
WRB

Overview Fund Activity

659 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 233 increasing their positions, 211 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+49
Holders Change %
+8.03%
% of All Funds
11.14%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.29%
New
110
Increased
233
Reduced
211
Closed
50
Calls
$3.2M
Puts
$4.21M
Net Calls
-$1.01M
Net Calls Change
-$1.99M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$172M
2
Invesco
Invesco
Georgia
+$109M
3
Morgan Stanley
Morgan Stanley
New York
+$80.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$50.3M
5
CF
Cantor Fitzgerald
New York
+$39.5M

Top Sellers

1
MNG
Manning & Napier Group
New York
-$112M
2
Victory Capital Management
Victory Capital Management
Texas
-$112M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$81.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$75.3M
5
ACM
Atlanta Capital Management
Georgia
-$67M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
426
Horizon Investments
North Carolina
$474K +$474K +10,413 New
MPCG
427
Matrix Private Capital Group
New York
$471K – – –
PCA
428
Personal Capital Advisors
California
$466K – – –
CCG
429
Capital CS Group
California
$466K +$466K +10,239 New
GFA
430
Gifford Fong Associates
California
$461K – – –
CW
431
Connectus Wealth
Ohio
$460K +$131K +2,880 +40%
AF
432
Advisornet Financial
Minnesota
$446K – – –
FWIA
433
Fort Washington Investment Advisors
Ohio
$445K – – –
EAM
434
Empirical Asset Management
Massachusetts
$444K +$444K +9,758 New
CIA
435
Citadel Investment Advisory
Ohio
$441K – – –
Wolverine Trading
436
Wolverine Trading
Illinois
$440K -$172K -3,831 -28%
CCA
437
Cobblestone Capital Advisors
New York
$438K – – –
Qube Research & Technologies (QRT)
438
Qube Research & Technologies (QRT)
United Kingdom
$433K +$433K +9,525 New
MCM
439
MAI Capital Management
Ohio
$432K +$11.9K +262 +3%
OSAM
440
O'Shaughnessy Asset Management
Connecticut
$430K +$165K +3,634 +62%
PP
441
Prudential plc
United Kingdom
$427K +$13.7K +300 +3%
William Blair & Company
442
William Blair & Company
Illinois
$426K +$17.8K +391 +4%
TW
443
TrinityPoint Wealth
Connecticut
$420K – – –
FFM
444
Forum Financial Management
Illinois
$417K -$1.73K -38 -0.4%
WA
445
Wealth Alliance
New York
$414K -$25.1K -552 -6%
BFS
446
Bradley Foster & Sargent
Connecticut
$408K – – –
CA
447
CoreCap Advisors
Michigan
$407K +$407K +8,948 New
QI
448
Qtron Investments
Massachusetts
$406K +$406K +8,924 New
DC
449
Davenport & Co
Virginia
$405K +$30.5K +669 +8%
CFA
450
CWS Financial Advisors
Michigan
$404K +$2.09K +46 +0.5%
16 17
18
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