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W.R. Berkley
WRB

Overview Fund Activity

718 hedge funds and large institutions have $13.4B invested in W.R. Berkley in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 248 increasing their positions, 234 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+59
Holders Change %
+8.95%
% of All Funds
10.53%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
120
Increased
248
Reduced
234
Closed
54
Calls
$14.7M
Puts
$14.6M
Net Calls
+$78K
Net Calls Change
+$453K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.78B
2
BlackRock
BlackRock
New York
$1.16B
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$69.1M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$135M
5
UBS Group
UBS Group
Switzerland
$89.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
$6.91M
2
Citadel Advisors
Citadel Advisors
Florida
$2.58M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$4.7M
4
CS
Credit Suisse
Switzerland
$31.4M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$8.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
576
Penserra Capital Management
California
$129K -$24.4K -524 -16%
GI
577
GAMMA Investing
California
$126K +$126K +2,315 New
OIA
578
Optimum Investment Advisors
Illinois
$122K +$122K +2,588 New
CI
579
CX Institutional
Indiana
$120K +$120K +2,547 New
KI
580
Kapitalo Investimentos
Brazil
$111K +$81.2K +1,722 +268%
PA
581
Parallel Advisors
California
$108K +$8.62K +183 +9%
Federated Hermes
582
Federated Hermes
Pennsylvania
$99.3K +$75.4K +1,599 +315%
MFG
583
Mendota Financial Group
Wisconsin
$97.2K +$23.7K +503 +32%
SAM
584
Smartleaf Asset Management
Massachusetts
$95.3K +$95.3K +2,030 New
CT
585
Cambridge Trust
Massachusetts
$91.9K – – –
Acadian Asset Management
586
Acadian Asset Management
Massachusetts
$89K – – –
CMBA
587
C.M. Bidwell & Associates
Hawaii
$88.1K +$86.2K +1,828 +4,459%
JWA
588
JFS Wealth Advisors
Pennsylvania
$88K +$1.41K +30 +2%
AF
589
Advisornet Financial
Minnesota
$87.6K -$375K -7,944 -81%
CFGS
590
Concourse Financial Group Securities
Alabama
$85K +$2.69K +57 +3%
BEI
591
Benjamin Edwards Inc
Missouri
$84K +$14.2K +299 +20%
WTG
592
West Tower Group
Virginia
$81.9K +$81.9K +1,737 New
AF
593
Allworth Financial
California
$79.9K +$12.5K +265 +19%
SJIM
594
St. Johns Investment Management
Florida
$79.6K -$238K -5,052 -75%
CFS
595
CGC Financial Services
Oregon
$79.6K +$79.6K +1,688 New
PS
596
Principal Securities
Iowa
$79.4K +$79.4K +1,685 New
BTI
597
Blue Trust Inc
Georgia
$78K -$7.75K -183 -9%
TWM
598
Tradition Wealth Management
Minnesota
$78K +$189 +4 +0.2%
WPA
599
West Paces Advisors
Georgia
$77.1K – – –
SIM
600
Sentry Investment Management
Wisconsin
$75K -$8.11K -173 -10%
22 23
24
25 26