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W.R. Berkley

662 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 258 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+3
Holders Change %
+0.46%
% of All Funds
11.45%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
82
Increased
258
Reduced
224
Closed
70
Calls
$3.18M
Puts
$1.22M
Net Calls
+$1.96M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Shares
Change %
FPAS
526
Focus Partners Advisor Solutions
Missouri
$206K +$16.7K +389 +9%
CCA
527
Column Capital Advisors
Indiana
$206K +$16.8K +390 +9%
BMSSC
528
B. Metzler seel. Sohn & Co
Germany
$204K -$322K -7,500 -61%
MC
529
Maverick Capital
Texas
$203K +$203K +4,706 New
JFL
530
Jarislowsky, Fraser Ltd
Quebec, Canada
$201K
AA
531
AlphaCentric Advisors
Puerto Rico
$197K +$197K +4,566 New
HIA
532
Harbor Investment Advisory
Maryland
$197K +$197K +4,575 New
CIA
533
Capital Impact Advisors
Massachusetts
$193K -$45.6K -1,057 -19%
IHWM
534
Iron Horse Wealth Management
Iowa
$177K +$30.9K +718 +21%
ODG
535
O'Dell Group
Ohio
$174K
CTC
536
Central Trust Company
Missouri
$171K -$3.66K -85 -2%
AIP
537
Ameritas Investment Partners
Nebraska
$169K
WFA
538
Wipfli Financial Advisors
Wisconsin
$147K +$147K +3,413 New
GC
539
Globeflex Capital
California
$136K
Northwestern Mutual Wealth Management
540
Northwestern Mutual Wealth Management
Wisconsin
$134K +$9.7K +225 +8%
ETH
541
Exos TFP Holdings
New York
$133K +$133K +3,101 New
WT
542
Whittier Trust
California
$130K +$85.7K +1,991 +193%
EBA
543
Eagle Bay Advisors
New York
$127K -$19.8K -458 -13%
HWA
544
Heritage Wealth Advisors
Virginia
$123K
FHA
545
First Horizon Advisors
Tennessee
$123K +$102K +2,394 +497%
PCH
546
Polar Capital Holdings
United Kingdom
$122K +$5.33K +123,750 +5%
Bessemer Group
547
Bessemer Group
New Jersey
$121K +$77.4K +1,792 +177%
Loomis, Sayles & Company
548
Loomis, Sayles & Company
Massachusetts
$113K -$134K -3,092 -54%
VCM
549
Vigilant Capital Management
Maine
$113K -$686 -16 -0.6%
Carson Wealth (CWM LLC)
550
Carson Wealth (CWM LLC)
Nebraska
$113K +$17.7K +411 +19%