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W.R. Berkley
WRB

Overview Fund Activity

508 hedge funds and large institutions have $8.94B invested in W.R. Berkley in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 193 increasing their positions, 168 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
-12
Holders Change %
-2.31%
% of All Funds
8.92%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
36
Increased
193
Reduced
168
Closed
42
Calls
$3.08M
Puts
$5.38M
Net Calls
-$2.31M
Net Calls Change
-$3.3M

Top Buyers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$94.2M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$392M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$32M
4
NI
4
Nuance Investments
Missouri
$57.3M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$21.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$67.1M
2
Millennium Management
2
Millennium Management
New York
$20.5M
3
GC
3
Gillson Capital
Illinois
$0
4
SSA
4
Schonfeld Strategic Advisors
New York
$0
5
BlackRock
5
BlackRock
New York
$711M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
451
Spire Wealth Management
Virginia
$22K +$13.6K +423 +161%
RCA
452
Ranch Capital Advisors
Florida
$22K +$22K +675 New
TC
453
Trust Company
Kansas
$21K – – –
WWM
454
Wolff Wiese Magana
California
$21K +$12K +371 +133%
KIG
455
Kowal Investment Group
Wisconsin
$19K +$19K +590 New
S
456
SignatureFD
Georgia
$18K -$1.37K -42 -7%
LPWM
457
Lake Point Wealth Management
Texas
$18K – – –
PA
458
Parallel Advisors
California
$16K -$1.37K -43 -8%
MPWT
459
MassMutual Private Wealth & Trust
Connecticut
$16K -$1.2K -36 -7%
FPS
460
Fieldpoint Private Securities
Connecticut
$16K +$978 +30 +7%
TFO
461
Tarbox Family Office
California
$15K – – –
BWL
462
Bogart Wealth LLC
Virginia
$13K – – –
PWMG
463
Prestige Wealth Management Group
New Jersey
$13K – – –
CAGAS
464
Capital Advisory Group Advisory Services
Minnesota
$11K – – –
SPIA
465
Steward Partners Investment Advisory
New York
$11K +$725 +23 +7%
Optiver Holding
466
Optiver Holding
Netherlands
$10K +$10K +306 New
BA
467
Bellwether Advisors
Nebraska
$10K +$10K +335 New
TFM
468
TFC Financial Management
Massachusetts
$9K – – –
MA
469
MUFG Americas
New York
$9K +$9K +266 New
VCM
470
Versant Capital Management
Arizona
$8K -$1K -29 -11%
SCA
471
Stuart Chaussee & Associates
California
$7K – – –
ZB
472
Zions Bancorporation
Utah
$7K +$1.3K +40 +23%
BFEC
473
Benjamin F. Edwards & Company
Missouri
$6K -$333 -11 -5%
CFN
474
Cordasco Financial Network
Florida
$6K – – –
EI
475
Ellevest Inc
New York
$6K – – –
17 18
19
20 21