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W.R. Berkley
WRB

Overview Fund Activity

503 hedge funds and large institutions have $9.35B invested in W.R. Berkley in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 165 increasing their positions, 181 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+2
Holders Change %
+0.4%
% of All Funds
8.86%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
65
Increased
165
Reduced
181
Closed
58
Calls
$4.77M
Puts
$3.1M
Net Calls
+$1.67M
Net Calls Change
+$3M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$150M
2
Capital World Investors
Capital World Investors
California
$90.7M
3
CVA
Ceredex Value Advisors
Florida
$52.7M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$43.8M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$296M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
$377M
2
Millennium Management
Millennium Management
New York
$10.2M
3
ACM
Atlanta Capital Management
Georgia
$718M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$6.99M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPS
451
Fieldpoint Private Securities
Connecticut
$15K – – –
PA
452
Parallel Advisors
California
$14K -$131 -4 -0.9%
PWMG
453
Prestige Wealth Management Group
New Jersey
$13K – – –
BWL
454
Bogart Wealth LLC
Virginia
$13K +$13K +398 New
CAGAS
455
Capital Advisory Group Advisory Services
Minnesota
$11K – – –
CFO
456
CVA Family Office
Colorado
$11K +$11K +326 New
SL
457
Savior LLC
Massachusetts
$10K – – –
AIC
458
Ameritas Investment Company
Nebraska
$9.27K +$9.27K +277 New
VCM
459
Versant Capital Management
Arizona
$9K – – –
TFM
460
TFC Financial Management
Massachusetts
$9K – – –
SOW
461
State of Wyoming
Wyoming
$9K +$9K +279 New
SPIA
462
Steward Partners Investment Advisory
New York
$8.52K +$4.43K +132 +108%
BFEC
463
Benjamin F. Edwards & Company
Missouri
$8K -$9.92K -290 -55%
WAP
464
Wealthcare Advisory Partners
Pennsylvania
$8K +$8K +252 New
APWA
465
Atlas Private Wealth Advisors
New Jersey
$7K +$2.64K +74 +61%
SCA
466
Stuart Chaussee & Associates
California
$7K +$7K +218 New
FMII
467
Farmers & Merchants Investments Inc
Nebraska
$6K -$35.4K -985 -86%
SLF
468
Sun Life Financial
Ontario, Canada
$6K -$130 -4 -2%
HFS
469
Horizon Financial Services
North Carolina
$6K – – –
CFN
470
Cordasco Financial Network
Florida
$6K – – –
ZB
471
Zions Bancorporation
Utah
$6K – – –
SA
472
SRH Advisors
Kansas
$6K – – –
EW
473
Evoke Wealth
California
$6K – – –
VFA
474
Valeo Financial Advisors
Indiana
$6K – – –
CWP
475
Concord Wealth Partners
Virginia
$6K +$6K +173 New
17 18
19
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