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W.R. Berkley

684 hedge funds and large institutions have $11.2B invested in W.R. Berkley in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 255 increasing their positions, 244 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
-26
Holders Change %
-3.66%
% of All Funds
10.95%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.11%
New
86
Increased
255
Reduced
244
Closed
97
Calls
$3.78M
Puts
$3.09M
Net Calls
+$697K
Net Calls Change
-$3.33M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
526
Silvercrest Asset Management
New York
$254K
KeyBank National Association
527
KeyBank National Association
Ohio
$248K +$248K +5,981 New
CG
528
Caprock Group
Idaho
$247K +$18.2K +439 +8%
LFAS
529
Level Four Advisory Services
Texas
$240K +$6.31K +152 +3%
EIP
530
Epoch Investment Partners
New York
$238K
AA
531
AlphaCentric Advisors
Puerto Rico
$236K -$2.37K -57 -1%
PTC
532
Petrus Trust Company
Texas
$236K +$236K +5,682 New
PFS
533
Prospera Financial Services
Texas
$236K +$44K +1,057 +23%
DWP
534
Destiny Wealth Partners
Florida
$234K -$40.2K -969 -15%
CCA
535
Checchi Capital Advisers
California
$231K -$2.86K -69 -1%
IA
536
IFG Advisory
Georgia
$226K
HI
537
Horizon Investments
North Carolina
$220K -$343K -8,257 -61%
OCM
538
Osterweis Capital Management
California
$220K -$8.72K -210 -4%
CCWM
539
Cassaday & Co Wealth Management
Virginia
$213K
PCI
540
Planning Center Inc
Illinois
$211K
PWAC
541
Private Wealth Advisors (California)
California
$210K +$210K +5,063 New
PI
542
PEAK6 Investments
Illinois
$210K +$210K +5,058 New
WPC
543
Wedmont Private Capital
Pennsylvania
$209K +$18.4K +438 +10%
AIM
544
AMI Investment Management
Indiana
$204K -$65K -1,566 -24%
CFA
545
CWS Financial Advisors
Michigan
$203K -$39.9K -961 -16%
TB
546
Treynor Bancshares
Iowa
$202K -$12.9K -312 -6%
ISL
547
Ingalls & Snyder LLC
New York
$202K -$5.15K -124 -2%
CCA
548
Column Capital Advisors
Indiana
$199K +$27.1K +652 +16%
HIA
549
Harbor Investment Advisory
Maryland
$190K
FCA
550
FinTrust Capital Advisors
South Carolina
$185K