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W.R. Berkley
WRB

Overview Fund Activity

501 hedge funds and large institutions have $8.17B invested in W.R. Berkley in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 159 increasing their positions, 163 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+50
Holders Change %
+11.09%
% of All Funds
8.89%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.09%
New
89
Increased
159
Reduced
163
Closed
34
Calls
$1.69M
Puts
$3.02M
Net Calls
-$1.34M
Net Calls Change
-$1.51M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$133M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$47.1M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$42.2M
4
SC
4
Samlyn Capital
New York
$111M
5
Millennium Management
5
Millennium Management
New York
$47.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$634M
2
WRBC
2
W.R. Berkley Corp
Connecticut
$2.17M
3
APG Asset Management
3
APG Asset Management
Netherlands
$120M
4
State Street
4
State Street
Massachusetts
$451M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
451
Huntington National Bank
Ohio
$14K – – –
QCG
452
Quadrant Capital Group
Ohio
$14K – – –
TFO
453
Tarbox Family Office
California
$14K – – –
FPS
454
Fieldpoint Private Securities
Connecticut
$14K +$14K +461 New
PA
455
Parallel Advisors
California
$13K -$15.9K -527 -55%
OSAM
456
O'Shaughnessy Asset Management
Connecticut
$13K -$595 -20 -4%
PWMG
457
Prestige Wealth Management Group
New Jersey
$12K -$12.5K -421 -51%
CI
458
CX Institutional
Indiana
$12K +$7.71K +259 +180%
BBHC
459
Brown Brothers Harriman & Co
New York
$12K +$12K +396 New
CAGAS
460
Capital Advisory Group Advisory Services
Minnesota
$10K – – –
SL
461
Savior LLC
Massachusetts
$9K – – –
TFM
462
TFC Financial Management
Massachusetts
$8K – – –
VCM
463
Versant Capital Management
Arizona
$7K – – –
FCH
464
Freestone Capital Holdings
Washington
$6.24K – – –
EW
465
Evoke Wealth
California
$6K – – –
SLF
466
Sun Life Financial
Ontario, Canada
$6K – – –
ONST
467
Old North State Trust
North Carolina
$6K +$6K +189 New
RG
468
Retirement Group
California
$6K +$6K +225 New
VFA
469
Valeo Financial Advisors
Indiana
$5K – – –
SA
470
SRH Advisors
Kansas
$5K – – –
PFBT
471
Parkside Financial Bank & Trust
Missouri
$5K – – –
CFN
472
Cordasco Financial Network
Florida
$5K – – –
ZB
473
Zions Bancorporation
Utah
$5K – – –
HFS
474
Horizon Financial Services
North Carolina
$5K – – –
CCA
475
Childress Capital Advisors
Texas
$5K +$5K +173 New
17 18
19
20 21