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W.R. Berkley
WRB

Overview Fund Activity

718 hedge funds and large institutions have $13.4B invested in W.R. Berkley in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 248 increasing their positions, 234 reducing their positions, and 54 closing their positions.

Holders
718
Holders Change
+59
Holders Change %
+8.95%
% of All Funds
10.53%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
120
Increased
248
Reduced
234
Closed
54
Calls
$14.7M
Puts
$14.6M
Net Calls
+$78K
Net Calls Change
+$453K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.78B
2
BlackRock
2
BlackRock
New York
$1.16B
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$69.1M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$135M
5
UBS Group
5
UBS Group
Switzerland
$89.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.91M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.58M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$4.7M
4
CS
4
Credit Suisse
Switzerland
$31.4M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$8.46M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$89.2M 1,891,800 +688,260 +57%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$83.8M 1,776,611 +54,669 +3%
Los Angeles Capital Management
28
Los Angeles Capital Management
California
$81.5M 1,727,825 +529,238 +44%
UBS AM
29
UBS AM
Illinois
$79.8M 1,692,129 +224,964 +15%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$74.5M 1,579,677 +223,557 +16%
Caisse de Depot et Placement du Quebec (CDPQ)
31
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$69.1M 1,465,883 +1,366,082 +1,369%
EAM
32
EULAV Asset Management
Florida
$68.5M 1,453,890 +36,000 +3%
ACA
33
Anchor Capital Advisors
Massachusetts
$68.2M 1,447,287 -106,730 -7%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$68.1M 1,446,467 +28,742 +2%
CIM
35
Confluence Investment Management
Missouri
$67.4M 1,430,331 -29,327 -2%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$59.7M 1,265,213 +302,130 +31%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$59M 1,251,890 -118,902 -9%
CIC
38
Chilton Investment Company
Connecticut
$55.9M 1,186,047 -38,732 -3%
MAM
39
Madison Asset Management
Wisconsin
$54.4M 1,153,275 +32,281 +3%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$53.2M 1,128,021 -9,383 -0.8%
RJA
41
Raymond James & Associates
Florida
$53M 1,123,511 -30,024 -3%
Nuveen Asset Management
42
Nuveen Asset Management
Illinois
$51.8M 1,098,989 -182,760 -14%
Truist Financial
43
Truist Financial
North Carolina
$51.6M 1,095,158 +28,517 +3%
BFM
44
Boston Financial Management
Massachusetts
$47.8M 1,014,159 -32,282 -3%
Swiss National Bank
45
Swiss National Bank
Switzerland
$45.6M 966,263 -40,350 -4%
Principal Financial Group
46
Principal Financial Group
Iowa
$44.1M 934,322 +568,844 +156%
Amundi
47
Amundi
France
$43.6M 905,462 +403,160 +80%
BIP
48
Brandes Investment Partners
California
$40.8M 865,868 +168,017 +24%
DP
49
Dundas Partners
United Kingdom
$40.4M 856,610 +9,432 +1%
Deutsche Bank
50
Deutsche Bank
Germany
$38.1M 808,044 +75,234 +10%
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