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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.

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

Top Sellers

1
Millennium Management
Millennium Management
New York
$6.91M
2
Citadel Advisors
Citadel Advisors
Florida
$2.58M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$4.7M
4
CS
Credit Suisse
Switzerland
$31.4M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$8.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLL
501
Moody Lynn & Lieberson
Massachusetts
$292K +$801 +17 +0.3%
CCP
502
Carmel Capital Partners
California
$292K -$12.6K -268 -4%
Nomura Holdings
503
Nomura Holdings
Japan
$291K +$291K +6,171 New
HWM
504
HB Wealth Management
Georgia
$289K +$289K +6,134 New
MRCM
505
M&R Capital Management
New Jersey
$283K – – –
CHAM
506
Clear Harbor Asset Management
Connecticut
$282K -$4.24K -90 -1%
IA
507
IFG Advisory
Georgia
$274K +$20.9K +444 +8%
AFG
508
Atomi Financial Group
New York
$274K +$274K +5,819 New
GS
509
GTS Securities
New York
$274K +$274K +5,817 New
BPC
510
Banque Pictet & Cie
Switzerland
$273K -$1.02M -21,700 -79%
EIP
511
Epoch Investment Partners
New York
$270K – – –
FIM
512
Freedom Investment Management
Connecticut
$270K +$270K +5,727 New
MA
513
MJP Associates
Connecticut
$267K +$8.16K +173 +3%
PCIA
514
Prime Capital Investment Advisors
Kansas
$265K +$265K +5,631 New
BFG
515
Beacon Financial Group
Texas
$262K +$262K +5,565 New
PCM
516
Prelude Capital Management
New York
$259K +$14.3K +303 +6%
OR
517
Olympiad Research
Connecticut
$259K +$23.2K +492 +10%
FSA
518
Financial Security Advisor
Virginia
$259K -$2.4K -51 -0.9%
OCM
519
Osterweis Capital Management
California
$249K – – –
S
520
SignatureFD
Georgia
$248K +$12.4K +263 +5%
EBA
521
Eagle Bay Advisors
New York
$248K +$12.2K +258 +5%
HAG
522
HighPoint Advisor Group
Illinois
$247K +$247K +4,278 New
ST
523
Somerset Trust
Pennsylvania
$246K -$69.8K -1,481 -22%
DEA
524
DoubleLine ETF Adviser
Florida
$243K +$243K +5,165 New
CCWM
525
Cassaday & Co Wealth Management
Virginia
$242K – – –
19 20
21
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