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W.R. Berkley
WRB

Overview Fund Activity

520 hedge funds and large institutions have $9.05B invested in W.R. Berkley in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 175 increasing their positions, 170 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+17
Holders Change %
+3.38%
% of All Funds
9.08%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
59
Increased
175
Reduced
170
Closed
39
Calls
$4.22M
Puts
$3.23M
Net Calls
+$990K
Net Calls Change
-$675K

Top Buyers

1
Millennium Management
Millennium Management
New York
$66.7M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$327M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$24.3M
4
BlackRock
BlackRock
New York
$739M
5
Renaissance Technologies
Renaissance Technologies
New York
$34.5M

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
$0
2
Citadel Advisors
Citadel Advisors
Florida
$49.2M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
4
Swiss National Bank
Swiss National Bank
Switzerland
$43.1M
5
SC
Samlyn Capital
New York
$73.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
501
Bartlett & Co Wealth Management
Ohio
$3K – – –
ACM
502
AUA Capital Management
Pennsylvania
$3K – – –
BC
503
Bartlett & Co
Ohio
$3K – – –
AIM
504
Anchor Investment Management
South Carolina
$2.68K – – –
AssetMark Inc
505
AssetMark Inc
California
$2K -$2.13K -50 -52%
TCM
506
Tradewinds Capital Management
Washington
$2K – – –
FHC
507
First Horizon Corporation
Tennessee
$2K – – –
CCM
508
Copeland Capital Management
Pennsylvania
$2K – – –
LWM
509
Liberty Wealth Management
California
$2K +$2K +50 New
PP
510
Pacifica Partners
Canada
$2K +$2K +65 New
SWA
511
SOA Wealth Advisors
New York
$2K +$2K +90 New
MF
512
Magnetar Financial
Illinois
$1.26K +$1.26K +38,000 New
EFSCE
513
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
GWS
514
Glassman Wealth Services
Virginia
$1K – – –
LC
515
Lindbrook Capital
California
$1K – – –
FMP
516
Financial Management Professionals
Texas
$1K +$200 +9 +25%
SB
517
Strategic Blueprint
Georgia
$1K +$1K +25 New
Walleye Capital
518
Walleye Capital
New York
$322 -$205 -6,195 -39%
ED
519
Exane Derivatives
France
$225 +$225 +7 New
H
520
HoyleCohen
California
$224 – – –
BBHC
521
Brown Brothers Harriman & Co
New York
$9 +$1 +20 +8%
FMI
522
Fiduciary Management Inc
Wisconsin
– -$75.5M -2,254,322 Closed
Assenagon Asset Management
523
Assenagon Asset Management
Luxembourg
– -$43.8M -1,306,654 Closed
PFMOSF
524
Philadelphia Financial Management of San Francisco
California
– -$10.9M -326,914 Closed
CA
525
Capitolis Advisors
New York
– -$3.59M -107,100 Closed
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