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W.R. Berkley

662 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 258 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+3
Holders Change %
+0.46%
% of All Funds
11.45%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
82
Increased
258
Reduced
224
Closed
70
Calls
$3.18M
Puts
$1.22M
Net Calls
+$1.96M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Shares
Change %
MPAM
451
Monarch Partners Asset Management
Massachusetts
$380K -$404K -9,375 -52%
Baird Financial Group
452
Baird Financial Group
Wisconsin
$374K +$374K +8,675 New
IAN
453
Integrated Advisors Network
Texas
$371K +$61.4K +1,428 +20%
OIA
454
OneDigital Investment Advisors
Kansas
$368K +$368K +8,558 New
SCM
455
Stevens Capital Management
Pennsylvania
$368K +$368K +8,559 New
CA
456
CoreCap Advisors
Michigan
$364K -$20.8K -483 -5%
BAMF
457
BI Asset Management Fondsmaeglerselskab
Denmark
$358K +$290K +6,723 +424%
LNC
458
Lincoln National Corp
Pennsylvania
$356K +$3.4K +79 +1%
CFA
459
CWS Financial Advisors
Michigan
$354K -$28.7K -666 -7%
NA
460
NewEdge Advisors
Louisiana
$353K +$353K +8,193 New
HW
461
Hamilton Wealth
California
$353K +$353K +8,195 New
WA
462
Wealth Alliance
New York
$348K -$43.3K -1,007 -11%
TF
463
Trek Financial
Arizona
$344K -$248K -5,775 -42%
CCP
464
Carmel Capital Partners
California
$344K
MM
465
MQS Management
New York
$338K +$338K +7,859 New
GVAG
466
Great Valley Advisor Group
Delaware
$331K +$11.7K +271 +4%
BL
467
Balentine LLC
Georgia
$330K -$629K -14,631 -66%
RIM
468
Redpoint Investment Management
Australia
$327K
BFS
469
Bard Financial Services
Connecticut
$327K
SCA
470
Sage Capital Advisors
South Dakota
$323K +$323K +7,500 New
IA
471
IFP Advisors
Florida
$320K +$87.4K +1,682 +38%
ST
472
Somerset Trust
Pennsylvania
$317K
WAOI
473
Wealth Advisors of Iowa
Iowa
$316K +$316K +7,347 New
ALAM
474
Asahi Life Asset Management
Japan
$316K +$316K +7,350 New
APA
475
American Portfolios Advisors
New York
$314K -$2.84K -66 -0.9%