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W.R. Berkley

666 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 260 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $1.22M

19% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 70

16% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 224

5.75% more ownership

Funds ownership: 104.06%109.81% (+5.8%)

1% more funds holding

Funds holding: 662666 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0% less capital invested

Capital invested by funds: $12.4B → $12.4B (-$11.4M)

Holders
666
Holders Change
+4
Holders Change %
+0.6%
% of All Funds
11.47%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
83
Increased
260
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
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$105M -$7.03M -162,038 -6%
Charles Schwab
27
Charles Schwab
California
$102M -$652K -15,019 -0.6%
Goldman Sachs
28
Goldman Sachs
New York
$80.2M +$8.45M +194,629 +12%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$69.7M +$13.9M +319,876 +25%
CIM
30
Confluence Investment Management
Missouri
$66.6M -$1.86M -42,927 -3%
Citadel Advisors
31
Citadel Advisors
Florida
$62.5M +$45.9M +1,057,531 +268%
N
32
Nuveen
North Carolina
$60.8M -$2.11M -48,612 -3%
BFM
33
Boston Financial Management
Massachusetts
$59.5M +$683K +15,730 +1%
Swiss National Bank
34
Swiss National Bank
Switzerland
$59.4M +$78.1K +1,800 +0.1%
UBS AM
35
UBS AM
Illinois
$57.1M +$5.85M +134,661 +11%
JCM
36
Junto Capital Management
New York
$55.5M +$8.66M +199,372 +18%
SC
37
Samlyn Capital
New York
$53.4M +$4.84M +111,535 +10%
Renaissance Technologies
38
Renaissance Technologies
New York
$50.4M -$15.9M -365,850 -24%
CS
39
Credit Suisse
Switzerland
$49.6M +$2.31M +53,174 +5%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$48.2M -$12.7M -293,594 -21%
MAM
41
Madison Asset Management
Wisconsin
$47.8M -$8.97M -206,563 -16%
RJA
42
Raymond James & Associates
Florida
$47.4M +$31.7M +730,929 +198%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$44.8M +$12.6M +290,865 +39%
EAM
44
EULAV Asset Management
Florida
$42.2M
Fidelity International
45
Fidelity International
Bermuda
$40.5M -$6.25M -144,045 -13%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$40.2M +$258K +5,936 +0.6%
Stifel Financial
47
Stifel Financial
Missouri
$39.2M -$318K -7,314 -0.8%
Robeco Institutional Asset Management
48
Robeco Institutional Asset Management
Netherlands
$36.4M +$16.6M +382,275 +82%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$35.2M +$13.9M +321,153 +65%
CF
50
Cantor Fitzgerald
New York
$35M -$2.41M -55,606 -6%

WRB Hedge Fund Activity: Q3 2022 in Review

666 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2022, worth a combined $12.4B — down 0.09% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new WRB positions and 70 closed out — a net gain of 13 holders — while 260 added to existing stakes and 224 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $600M. The largest seller was Millennium Management, cutting an estimated $78.2M.

  • 666 institutional investors held W.R. Berkley (WRB) as of Q3 2022, up from 662 in Q2 2022.
  • Funds reported $12.4B of W.R. Berkley stock for Q3 2022, down 0.09% quarter-over-quarter.
  • 83 funds opened new W.R. Berkley positions in Q3 2022 and 70 closed out, a net change of +13 holders.
  • The largest W.R. Berkley buyer in Q3 2022 was Janus Henderson Group, an estimated $600M added.
  • The largest W.R. Berkley seller in Q3 2022 was Millennium Management, an estimated $78.2M sold.

Based on aggregated 13F filings for Q3 2022.