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W.R. Berkley
WRB

Overview Fund Activity

718 hedge funds and large institutions have $13.4B invested in W.R. Berkley in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 248 increasing their positions, 234 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+59
Holders Change %
+8.95%
% of All Funds
10.53%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
120
Increased
248
Reduced
234
Closed
54
Calls
$14.7M
Puts
$14.6M
Net Calls
+$78K
Net Calls Change
+$453K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.78B
2
BlackRock
BlackRock
New York
$1.16B
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$69.1M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$135M
5
UBS Group
UBS Group
Switzerland
$89.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
$6.91M
2
Citadel Advisors
Citadel Advisors
Florida
$2.58M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$4.7M
4
CS
Credit Suisse
Switzerland
$31.4M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$8.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
426
Snowden Capital Advisors
New York
$456K +$41.6K +883 +10%
GT
427
Glenmede Trust
Pennsylvania
$456K +$11.1K +235 +2%
NMIMC
428
Northwestern Mutual Investment Management Company
Wisconsin
$456K +$1.84K +39 +0.4%
FA
429
FDx Advisors
Illinois
$456K -$45.5K -966 -9%
CI Investments Inc
430
CI Investments Inc
Ontario, Canada
$455K +$237K +5,015 +108%
HH
431
Hilltop Holdings
Texas
$455K +$455K +9,644 New
GCM
432
Gallacher Capital Management
Colorado
$453K +$211K +4,482 +87%
TW
433
TrinityPoint Wealth
Connecticut
$453K +$8.3K +176 +2%
LNC
434
Lincoln National Corp
Pennsylvania
$452K +$21.4K +453 +5%
NP
435
Nilsine Partners
Colorado
$450K -$581K -12,327 -56%
HWMA
436
Heritage Wealth Management (Arizona)
Arizona
$447K +$447K +9,477 New
BFS
437
Bradley Foster & Sargent
Connecticut
$437K -$53K -1,125 -11%
FWIA
438
Fort Washington Investment Advisors
Ohio
$435K – – –
DPAM
439
Degroof Petercam Asset Management
Belgium
$432K +$432K +9,156 New
FFM
440
Forum Financial Management
Illinois
$429K – – –
CIA
441
Citadel Investment Advisory
Ohio
$429K – – –
MPCG
442
Matrix Private Capital Group
New York
$420K – – –
GCA
443
Greenwood Capital Associates
South Carolina
$420K +$420K +8,898 New
MA
444
Mutual Advisors
Nebraska
$419K +$419K +8,885 New
MOS
445
MGO One Seven
Ohio
$413K -$14K -296 -3%
ATC
446
Argent Trust Co
Tennessee
$409K -$94 -2 -0%
Credit Agricole
447
Credit Agricole
France
$408K +$272K +5,776 +201%
CFA
448
CWS Financial Advisors
Michigan
$406K -$55.1K -1,169 -12%
WA
449
Wealth Alliance
New York
$399K -$1.56K -33 -0.4%
FA
450
Faithward Advisors
Pennsylvania
$397K +$52K +958 +15%
16 17
18
19 20