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W.R. Berkley
WRB

Overview Fund Activity

659 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 233 increasing their positions, 211 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+49
Holders Change %
+8.03%
% of All Funds
11.14%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.29%
New
110
Increased
233
Reduced
211
Closed
50
Calls
$3.2M
Puts
$4.21M
Net Calls
-$1.01M
Net Calls Change
-$1.99M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$172M
2
Invesco
Invesco
Georgia
+$109M
3
Morgan Stanley
Morgan Stanley
New York
+$80.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$50.3M
5
CF
Cantor Fitzgerald
New York
+$39.5M

Top Sellers

1
MNG
Manning & Napier Group
New York
-$112M
2
Victory Capital Management
Victory Capital Management
Texas
-$112M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$81.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$75.3M
5
ACM
Atlanta Capital Management
Georgia
-$67M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
526
Column Capital Advisors
Indiana
$200K -$31.1K -683 -13%
FPAS
527
Focus Partners Advisor Solutions
Missouri
$200K +$200K +4,404 New
GWMIA
528
Global Wealth Management Investment Advisory
Florida
$197K – – –
CTC
529
Central Trust Company
Missouri
$185K -$123K -2,696 -40%
ODG
530
O'Dell Group
Ohio
$184K – – –
AIP
531
Ameritas Investment Partners
Nebraska
$178K -$16.9K -374 -9%
CIP
532
Convergence Investment Partners
Florida
$169K +$169K +3,725 New
Simplex Trading
533
Simplex Trading
Illinois
$163K -$66.5K -1,468 -29%
SPIA
534
Steward Partners Investment Advisory
New York
$160K +$71.9K +1,580 +82%
IHWM
535
Iron Horse Wealth Management
Iowa
$155K +$155K +3,398 New
EBA
536
Eagle Bay Advisors
New York
$155K +$70.4K +1,547 +83%
AS
537
Altshuler Shaham
Israel
$146K -$37.6K -822 -20%
GC
538
Globeflex Capital
California
$144K – – –
VVP
539
Venture Visionary Partners
Ohio
$135K +$135K +2,961 New
Northwestern Mutual Wealth Management
540
Northwestern Mutual Wealth Management
Wisconsin
$131K +$23.5K +516 +22%
HWA
541
Heritage Wealth Advisors
Virginia
$130K – – –
NICM
542
Neo Ivy Capital Management
New York
$129K +$5.86K +129 +5%
PCH
543
Polar Capital Holdings
United Kingdom
$123K +$1.49K +32,812 +1%
VCM
544
Vigilant Capital Management
Maine
$121K – – –
OIA
545
Optimum Investment Advisors
Illinois
$120K +$4.78K +105 +4%
SOW
546
State of Wyoming
Wyoming
$120K +$36K +786 +43%
CFGS
547
Concourse Financial Group Securities
Alabama
$115K -$339K -7,395 -75%
LS
548
Livforsakringsbolaget Skandia
Sweden
$111K -$177K -3,901 -61%
GWM
549
Geneos Wealth Management
Colorado
$109K – – –
SIM
550
Sentry Investment Management
Wisconsin
$104K +$6.47K +142 +7%
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