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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 %
Acadian Asset Management
576
Acadian Asset Management
Massachusetts
$81K
CT
577
Cambridge Trust
Massachusetts
$80.9K -$10.8K -260 -12%
DGAM
578
Desjardins Global Asset Management
Quebec, Canada
$78K -$1.2M -29,065 -94%
JWA
579
JFS Wealth Advisors
Pennsylvania
$77.2K -$2.57K -62 -3%
SJIM
580
St. Johns Investment Management
Florida
$70K
TWM
581
Tradition Wealth Management
Minnesota
$68K -$208 -5 -0.3%
WPA
582
West Paces Advisors
Georgia
$67.9K -$9.17K -221 -12%
PCM
583
Penserra Capital Management
California
$64K -$2.39M -58,893 -97%
BA
584
Bellwether Advisors
Nebraska
$63.9K
Loomis, Sayles & Company
585
Loomis, Sayles & Company
Massachusetts
$58K -$152K -3,676 -72%
GWM
586
Geneos Wealth Management
Colorado
$56.9K +$166 +4 +0.3%
AA
587
Alta Advisers
United Kingdom
$56K
QC
588
Quent Capital
New York
$54.4K +$125 +3 +0.2%
EI
589
Ellevest Inc
New York
$53K +$11K +266 +26%
C
590
Covestor
United Kingdom
$50K -$370 -9 -0.7%
DSC
591
Duncker Streett & Co
Missouri
$42K
BEI
592
Benjamin Edwards Inc
Missouri
$42K -$2.65K -64 -6%
SWM
593
Spire Wealth Management
Virginia
$41.2K +$34.9K +840 +549%
Bessemer Group
594
Bessemer Group
New Jersey
$35K -$19.5K -467 -36%
PB
595
Pinnacle Bancorp
Nebraska
$34.4K
CWA
596
Clearview Wealth Advisors
Oregon
$33.7K
HNB
597
Huntington National Bank
Ohio
$31.4K +$13.2K +318 +73%
First Manhattan
598
First Manhattan
New York
$30.3K -$25.8K -621 -46%
HC
599
Hoese & Co
Minnesota
$29.8K
WTC
600
WhitTier Trust Company
Nevada
$29.3K -$11K -264 -27%