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W.R. Berkley

684 hedge funds and large institutions have $11.2B invested in W.R. Berkley in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 255 increasing their positions, 244 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
-26
Holders Change %
-3.66%
% of All Funds
10.95%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.11%
New
86
Increased
255
Reduced
244
Closed
97
Calls
$3.78M
Puts
$3.09M
Net Calls
+$697K
Net Calls Change
-$3.33M
Name Holding Trade Value Shares
Change
Shares
Change %
Two Sigma Advisers
426
Two Sigma Advisers
New York
$489K -$1.39M -33,525 -74%
RWM
427
Ritholtz Wealth Management
New York
$488K -$220K -5,307 -31%
Walleye Trading
428
Walleye Trading
New York
$485K +$485K +11,694 New
UB
429
UMB Bank
Missouri
$484K +$10K +241 +2%
MAP
430
Moody Aldrich Partners
Massachusetts
$480K -$789 -19 -0.2%
AWM
431
Axxcess Wealth Management
California
$476K -$368K -8,877 -44%
NCM
432
NCM Capital Management
New Jersey
$467K +$581 +14 +0.1%
GC
433
Gratus Capital
Georgia
$462K +$374 +9 +0.1%
IWA
434
Intercontinental Wealth Advisors
Texas
$459K -$205K -4,938 -31%
CB
435
Commerce Bank
Missouri
$455K -$29.1K -702 -6%
KRSITF
436
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$451K -$4.48K -108 -1%
Empower Advisory Group
437
Empower Advisory Group
Colorado
$450K +$450K +10,746 New
AWS
438
Atria Wealth Solutions
New York
$446K -$34.9K -840 -7%
GAM
439
Gotham Asset Management
New York
$446K -$2.15M -51,792 -83%
FRM
440
Fox Run Management
Connecticut
$442K +$442K +10,646 New
PAG
441
Private Advisor Group
New Jersey
$439K -$563K -13,574 -56%
LA
442
LBP AM
France
$435K -$65.7K -1,583 -13%
BCI
443
Brinker Capital Investments
Pennsylvania
$434K -$17.3K -417 -4%
OPS
444
Orion Portfolio Solutions
Nebraska
$434K +$434K +10,460 New
OSAM
445
O'Shaughnessy Asset Management
Connecticut
$432K -$500K -12,045 -54%
BFS
446
Bradley Foster & Sargent
Connecticut
$431K
MM
447
MQS Management
New York
$429K +$429K +10,335 New
KAS
448
Kestra Advisory Services
Texas
$423K -$582K -14,021 -58%
GFA
449
Gifford Fong Associates
California
$420K
CT
450
Coastline Trust
Rhode Island
$419K