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W.R. Berkley

666 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 260 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $1.22M

19% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 70

16% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 224

5.75% more ownership

Funds ownership: 104.06%109.81% (+5.8%)

1% more funds holding

Funds holding: 662666 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0% less capital invested

Capital invested by funds: $12.4B → $12.4B (-$11.4M)

Holders
666
Holders Change
+4
Holders Change %
+0.6%
% of All Funds
11.47%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
83
Increased
260
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
Change in
Stake
CCM
651
Copeland Capital Management
Pennsylvania
$3K
DI
652
Disciplined Investments
Oklahoma
$3K
AF
653
Allworth Financial
California
$3K +$478 +11 +16%
CMBA
654
C.M. Bidwell & Associates
Hawaii
$2K
GAG
655
Goodman Advisory Group
Massachusetts
$2K
TCM
656
Tradewinds Capital Management
Washington
$2K
MCM
657
MV Capital Management
Maryland
$2K +$1.39K +32 +533%
SIC
658
SJS Investment Consulting
Ohio
$2K +$1.65K +38 New
TWA
659
TCI Wealth Advisors
Arizona
$1K -$12.2K -280 -93%
MCM
660
Manchester Capital Management
Vermont
$1K -$130 -3 -9%
BIA
661
Bell Investment Advisors
California
$1K
CAL
662
Capital Advisors Ltd
Ohio
$1K +$478 +11 +122%
MHR
663
Matthew Hamilton Rosenberg
$1K +$1.04K +24 New
Cetera Investment Advisers
664
Cetera Investment Advisers
Illinois
$1K +$845K +19,474 +156%
Lord, Abbett & Co
665
Lord, Abbett & Co
New Jersey
-$23.9M -525,000 Closed
Marshall Wace
666
Marshall Wace
United Kingdom
-$21.1M -464,717 Closed
PMAM
667
Picton Mahoney Asset Management
Ontario, Canada
-$7.73M -169,755 Closed
JG
668
Jefferies Group
New York
-$4.5M -98,894 Closed
TI
669
Trexquant Investment
Connecticut
-$3.76M -82,665 Closed
DTL
670
Dynamic Technology Lab
Singapore
-$3.58M -78,726 Closed
PCM
671
Penserra Capital Management
California
-$3.48M -76,470 Closed
HF
672
HRT Financial
New York
-$3.14M -69,054 Closed
BWM
673
BNC Wealth Management
Oregon
-$1.94M -42,719 Closed
SCM
674
Segantii Capital Management
Hong Kong
-$1.94K -42,600 Closed
ERSOT
675
Employees Retirement System of Texas
Texas
-$1.78M -39,056 Closed

WRB Hedge Fund Activity: Q3 2022 in Review

666 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2022, worth a combined $12.4B — down 0.09% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new WRB positions and 70 closed out — a net gain of 13 holders — while 260 added to existing stakes and 224 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $600M. The largest seller was Millennium Management, cutting an estimated $78.2M.

  • 666 institutional investors held W.R. Berkley (WRB) as of Q3 2022, up from 662 in Q2 2022.
  • Funds reported $12.4B of W.R. Berkley stock for Q3 2022, down 0.09% quarter-over-quarter.
  • 83 funds opened new W.R. Berkley positions in Q3 2022 and 70 closed out, a net change of +13 holders.
  • The largest W.R. Berkley buyer in Q3 2022 was Janus Henderson Group, an estimated $600M added.
  • The largest W.R. Berkley seller in Q3 2022 was Millennium Management, an estimated $78.2M sold.

Based on aggregated 13F filings for Q3 2022.