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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 %
HFS
476
Horizon Financial Services
North Carolina
$6K – – –
Nisa Investment Advisors
477
Nisa Investment Advisors
Missouri
$5.3K -$24 -731 -0.4%
EW
478
Evoke Wealth
California
$5K -$114 -4 -2%
WBC
479
West Branch Capital
Massachusetts
$5K – – –
RG
480
Retirement Group
California
$5K – – –
SA
481
SRH Advisors
Kansas
$5K – – –
CMBA
482
C.M. Bidwell & Associates
Hawaii
$5K – – –
FMII
483
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
CWP
484
Concord Wealth Partners
Virginia
$5K – – –
PFBT
485
Parkside Financial Bank & Trust
Missouri
$4K -$613 -21 -13%
EWA
486
Evolution Wealth Advisors
Florida
$4K – – –
PAI
487
Pittenger & Anderson Inc
Nebraska
$4K – – –
TJHA
488
Thomas J. Herzfeld Advisors
Florida
$4K – – –
EARNEST Partners
489
EARNEST Partners
Georgia
$4K – – –
CA
490
Clearstead Advisors
Ohio
$4K – – –
BWM
491
BerganKDV Wealth Management
Minnesota
$4K +$4K +131 New
ACM
492
AUA Capital Management
Pennsylvania
$3K – – –
BC
493
Bartlett & Co
Ohio
$3K – – –
SWA
494
SOA Wealth Advisors
New York
$3K +$65 +2 +2%
MA
495
MCF Advisors
Kentucky
$3K +$3K +95 New
BCWM
496
Bartlett & Co Wealth Management
Ohio
$2.93K – – –
AIM
497
Anchor Investment Management
South Carolina
$2.63K – – –
PP
498
Pacifica Partners
Canada
$2K – – –
CCM
499
Copeland Capital Management
Pennsylvania
$2K – – –
TCM
500
Tradewinds Capital Management
Washington
$2K – – –
18 19
20
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