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W.R. Berkley
WRB

Overview Fund Activity

652 hedge funds and large institutions have $10.3B invested in W.R. Berkley in 2023 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 98 closing their positions.

Holders
652
Holders Change
-32
Holders Change %
-4.68%
% of All Funds
10.29%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
69
Increased
221
Reduced
263
Closed
98
Calls
$3.67M
Puts
$4.88M
Net Calls
-$1.21M
Net Calls Change
-$1.91M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$241M
2
Victory Capital Management
2
Victory Capital Management
Texas
$294M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$46.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$747M
5
ACA
5
Anchor Capital Advisors
Massachusetts
$52.8M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
Citigroup
2
Citigroup
New York
$21.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$33.8M
4
Invesco
4
Invesco
Georgia
$145M
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$19.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
651
SOA Wealth Advisors
New York
$60 1 – –
Capital World Investors
652
Capital World Investors
California
– – -2,216,021 Closed
CF
653
Cantor Fitzgerald
New York
– – -532,348 Closed
BC
654
Brookfield Corp
Ontario, Canada
– – -290,280 Closed
Adage Capital Partners
655
Adage Capital Partners
Massachusetts
– – -203,950 Closed
Assenagon Asset Management
656
Assenagon Asset Management
Luxembourg
– – -149,869 Closed
AIM
657
Aigen Investment Management
New York
– – -96,213 Closed
CM
658
Churchill Management
California
– – -77,850 Closed
A
659
AustralianSuper
Australia
– – -75,028 Closed
UH
660
Unigestion Holding
Switzerland
– – -74,436 Closed
ECM
661
Element Capital Management
New York
– – -65,233 Closed
AM
662
AGF Management
Ontario, Canada
– – -52,733 Closed
SAM
663
Synergy Asset Management
Washington
– – -51,879 Closed
CM
664
Crestline Management
Texas
– – -50,000 Closed
EFI
665
EHP Funds Inc
Canada
– – -47,900 Closed
TVWM
666
Tower View Wealth Management
Wisconsin
– – -46,416 Closed
BCM
667
BlueCrest Capital Management
Jersey
– – -46,267 Closed
MLM
668
Mount Lucas Management
Pennsylvania
– – -43,781 Closed
LG
669
Leuthold Group
Minnesota
– – -43,416 Closed
DTL
670
Dynamic Technology Lab
Singapore
– – -41,099 Closed
FC
671
FORA Capital
Florida
– – -40,426 Closed
WAM
672
Wakefield Asset Management
Colorado
– – -39,137 Closed
OCA
673
Otter Creek Advisors
Florida
– – -36,973 Closed
WAM
674
Weiss Asset Management
Massachusetts
– – -35,200 Closed
NG
675
NatWest Group
United Kingdom
– – -28,573 Closed
25 26
27
28 29