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W.R. Berkley
WRB

Overview Fund Activity

659 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 233 increasing their positions, 211 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+49
Holders Change %
+8.03%
% of All Funds
11.14%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.29%
New
110
Increased
233
Reduced
211
Closed
50
Calls
$3.2M
Puts
$4.21M
Net Calls
-$1.01M
Net Calls Change
-$1.99M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$183M
2
Invesco
Invesco
Georgia
$339M
3
Morgan Stanley
Morgan Stanley
New York
$116M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.71B
5
CF
Cantor Fitzgerald
New York
$39.5M

Top Sellers

1
MNG
Manning & Napier Group
New York
$0
2
Victory Capital Management
Victory Capital Management
Texas
$365M
3
First Eagle Investment Management
First Eagle Investment Management
New York
$312M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$640M
5
ACM
Atlanta Capital Management
Georgia
$613M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
651
TFO Wealth Partners
Ohio
$1K +$1K +20 New
BIA
652
Bell Investment Advisors
California
$1K +$1K +27 New
BC
653
Burleson & Co
California
$1K +$1K +29 New
BRWM
654
B. Riley Wealth Management
Tennessee
$271 +$15 +330 +6%
MNG
655
Manning & Napier Group
New York
– -$112M -2,532,912 Closed
CVA
656
Ceredex Value Advisors
Florida
– -$41.5M -934,538 Closed
BC
657
Brookfield Corp
Ontario, Canada
– -$7.1M -159,915 Closed
WAM
658
Weiss Asset Management
Massachusetts
– -$5.99M -135,021 Closed
MFG
659
MidWestOne Financial Group
Iowa
– -$3.41M -76,883 Closed
MSL
660
Mackay Shields LLC
New York
– -$2.01M -45,179 Closed
PG
661
Pendal Group
Australia
– -$1.28M -28,706 Closed
PHK
662
Point72 Hong Kong
Hong Kong
– -$1.27M -28,556 Closed
TC
663
TwinBeech Capital
New York
– -$1.21M -27,183 Closed
AI
664
AdvisorShares Investments
Maryland
– -$966K -21,771 Closed
TW
665
Transform Wealth
Colorado
– -$812K -18,290 Closed
LGF
666
LGT Group Foundation
Liechtenstein
– -$777K -17,325 Closed
BC
667
Bridgefront Capital
Texas
– -$598K -13,473 Closed
CIM
668
Contravisory Investment Management
Massachusetts
– -$545K -12,282 Closed
DBRC
669
D.B. Root & Company
Pennsylvania
– -$527K -11,886 Closed
OTL
670
Oak Thistle LLC
New York
– -$497K -11,213 Closed
LCM
671
Laurion Capital Management
New York
– -$496K -11,180 Closed
CQS
672
Credential Qtrade Securities
– -$446K -10,037 Closed
FLC
673
Fifth Lane Capital
Texas
– -$420K -9,456 Closed
QTM
674
qPULA Trading Management
New York
– -$316K -7,125 Closed
TSS
675
Two Sigma Securities
New York
– -$314K -7,080 Closed
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