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W.R. Berkley
WRB

Overview Fund Activity

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

Top Buyers

1
Millennium Management
Millennium Management
New York
$183M
2
Morgan Stanley
Morgan Stanley
New York
$736M
3
Deutsche Bank
Deutsche Bank
Germany
$85M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$74M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$35.7M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$399M
2
First Eagle Investment Management
First Eagle Investment Management
New York
$90M
3
Man Group
Man Group
United Kingdom
$51.9M
4
SC
Samlyn Capital
New York
$0
5
Invesco
Invesco
Georgia
$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
APC
651
Aspire Private Capital
North Carolina
$4.67K – – –
AWM
652
Abound Wealth Management
Tennessee
$4.67K +$4.67K +113 New
TJHA
653
Thomas J. Herzfeld Advisors
Florida
$4.55K -$1.41K -34 -24%
DIP
654
DT Investment Partners
Pennsylvania
$4.48K – – –
SC
655
Schubert & Co
Texas
$3.86K -$4.11K -99 -52%
WTA
656
Washington Trust Advisors
Massachusetts
$3.8K – – –
ANBT
657
American National Bank & Trust
Texas
$3.42K – – –
MA
658
MCF Advisors
Kentucky
$3.24K – – –
RFG
659
RFP Financial Group
Georgia
$3.11K – – –
CCM
660
Copeland Capital Management
Pennsylvania
$3K – – –
BCMLT
661
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.72K – – –
Commonwealth Equity Services
662
Commonwealth Equity Services
Massachusetts
$2.56K +$667 +16,074 +35%
VFA
663
Values First Advisors
Tennessee
$2.41K +$2.41K +59 New
BF
664
BOK Financial
Oklahoma
$2.37K +$2.37K +57 New
TCM
665
Tradewinds Capital Management
Washington
$2.35K – – –
DI
666
Disciplined Investments
Oklahoma
$2.12K -$1.08K -26 -34%
SIA
667
SkyView Investment Advisors
New Jersey
$2K +$2K +38 New
KFP
668
KB Financial Partners
New Jersey
$2K +$2K +39 New
AP
669
Arlington Partners
Alabama
$1.93K +$1.93K +47 New
GI
670
Gradient Investments
Minnesota
$1.93K +$1.93K +47 New
MCM
671
MV Capital Management
Maryland
$1.81K +$821 +20 +83%
CMBA
672
C.M. Bidwell & Associates
Hawaii
$1.68K – – –
MCM
673
Manchester Capital Management
Vermont
$1.18K – – –
SIC
674
SJS Investment Consulting
Ohio
$1.12K -$2.24K -54 -67%
BIA
675
Bell Investment Advisors
California
$1.06K -$41 -1 -4%
25 26
27
28 29