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W.R. Berkley

666 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 260 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $1.22M

19% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 70

16% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 224

5.75% more ownership

Funds ownership: 104.06%109.81% (+5.8%)

1% more funds holding

Funds holding: 662666 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0% less capital invested

Capital invested by funds: $12.4B → $12.4B (-$11.4M)

Holders
666
Holders Change
+4
Holders Change %
+0.6%
% of All Funds
11.47%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
83
Increased
260
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
Change in
Stake
SA
526
Syntax Advisors
New York
$208K +$15.4K +354 +8%
VCG
527
Vantage Consulting Group
Virginia
$208K +$15.4K +354 +8%
OR
528
Olympiad Research
Connecticut
$207K +$209K +4,815 New
FPAS
529
Focus Partners Advisor Solutions
Missouri
$206K +$16.9K +389 +9%
CCA
530
Column Capital Advisors
Indiana
$206K +$16.9K +390 +9%
BMSSC
531
B. Metzler seel. Sohn & Co
Germany
$204K -$326K -7,500 -61%
MC
532
Maverick Capital
Texas
$203K +$204K +4,706 New
JFL
533
Jarislowsky, Fraser Ltd
Quebec, Canada
$201K
AA
534
AlphaCentric Advisors
Puerto Rico
$197K +$198K +4,566 New
HIA
535
Harbor Investment Advisory
Maryland
$197K +$199K +4,575 New
CIA
536
Capital Impact Advisors
Massachusetts
$193K -$45.9K -1,057 -19%
IHWM
537
Iron Horse Wealth Management
Iowa
$177K +$31.2K +718 +21%
ODG
538
O'Dell Group
Ohio
$174K
CTC
539
Central Trust Company
Missouri
$171K -$3.69K -85 -2%
AIP
540
Ameritas Investment Partners
Nebraska
$169K
WFA
541
Wipfli Financial Advisors
Wisconsin
$147K +$148K +3,413 New
GC
542
Globeflex Capital
California
$136K
Northwestern Mutual Wealth Management
543
Northwestern Mutual Wealth Management
Wisconsin
$134K +$9.77K +225 +8%
ETH
544
Exos TFP Holdings
New York
$133K +$135K +3,101 New
WT
545
Whittier Trust
California
$130K +$86.4K +1,991 +193%
EBA
546
Eagle Bay Advisors
New York
$127K -$19.9K -458 -13%
HWA
547
Heritage Wealth Advisors
Virginia
$123K
FHA
548
First Horizon Advisors
Tennessee
$123K +$104K +2,394 +497%
PCH
549
Polar Capital Holdings
United Kingdom
$122K +$5.37M +123,750 +5%
Bessemer Group
550
Bessemer Group
New Jersey
$121K +$77.8K +1,792 +177%

WRB Hedge Fund Activity: Q3 2022 in Review

666 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2022, worth a combined $12.4B — down 0.09% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new WRB positions and 70 closed out — a net gain of 13 holders — while 260 added to existing stakes and 224 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $600M. The largest seller was Millennium Management, cutting an estimated $78.2M.

  • 666 institutional investors held W.R. Berkley (WRB) as of Q3 2022, up from 662 in Q2 2022.
  • Funds reported $12.4B of W.R. Berkley stock for Q3 2022, down 0.09% quarter-over-quarter.
  • 83 funds opened new W.R. Berkley positions in Q3 2022 and 70 closed out, a net change of +13 holders.
  • The largest W.R. Berkley buyer in Q3 2022 was Janus Henderson Group, an estimated $600M added.
  • The largest W.R. Berkley seller in Q3 2022 was Millennium Management, an estimated $78.2M sold.

Based on aggregated 13F filings for Q3 2022.