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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 %
GWM
576
Geneos Wealth Management
Colorado
$38K -$62.3K -1,475 -62%
EI
577
Ellevest Inc
New York
$37K +$27.7K +637 +296%
CWA
578
Clearview Wealth Advisors
Oregon
$35K +$304 +7 +0.9%
AAP
579
Arax Advisory Partners
Colorado
$32K +$86 +2 +0.3%
First Manhattan
580
First Manhattan
New York
$31K
CA
581
Clearstead Advisors
Ohio
$30K
RCC
582
Red Cedar Capital
Nebraska
$30K +$30K +686 New
PP
583
PFS Partners
New Jersey
$29.5K +$258 +6 +0.9%
HC
584
Hoese & Co
Minnesota
$29K
FCA
585
FinTrust Capital Advisors
South Carolina
$29K
WWM
586
Wolff Wiese Magana
California
$29K +$394 +9 +1%
BWL
587
Bogart Wealth LLC
Virginia
$29K +$8.74K +204 +43%
S
588
SignatureFD
Georgia
$28K -$5.48K -128 -16%
TC
589
Trust Company
Kansas
$28K
Pacer Advisors
590
Pacer Advisors
Pennsylvania
$27K -$7.13M -165,243 -100%
TFP
591
Tilia Fiduciary Partners
North Carolina
$27K +$92 +2 +0.3%
JIR
592
James Investment Research
Ohio
$27K +$27K +630 New
MPWT
593
MassMutual Private Wealth & Trust
Connecticut
$26K +$2.74K +63 +12%
PA
594
Parallel Advisors
California
$25K +$3.38K +77 +16%
BWA
595
BDO Wealth Advisors
Florida
$22K +$22K +512 New
LS
596
Livforsakringsbolaget Skandia
Sweden
$21K -$82.4K -1,950 -80%
CFO
597
CVA Family Office
Colorado
$21K
HNB
598
Huntington National Bank
Ohio
$20K +$714 +17 +4%
ACM
599
Absolute Capital Management
Pennsylvania
$19.5K +$19.5K +450 New
AssetMark Inc
600
AssetMark Inc
California
$19K +$18.5K +427 +3,882%